Firm-wide consolidating P&L (Income Statement) across ALL entities of a firm for one month. Produces TWO Excel tabs: detailed P&L (Month + YTD Actual/Budget/Variance/%) and executive Summary P&L formula-linked to detail. Optional tag-view mode breaks Actuals down by ALL firm reporting-tag categories side by side with a three-row nested header (period > category > tag) and per-category subtotals; Budget/Variance omitted in tag-view (Carta budgets have no tag dimension). Sourced from Carta MCP. TRIGGER on "consolidating P&L for [firm] [month]", "P&L for all entities of [firm]", "firm-wide income statement", "P&L with executive summary", "P&L by department", "P&L by tag", "income statement by cost center", "P&L by project code". DO NOT TRIGGER for single-entity P&L, balance sheet (carta-consolidating-balance-sheet), new budgets (carta-create-budget), Carta budgets (carta-fetch-budget), actuals refresh (carta-fetch-actuals), pacing (carta-budget-analysis), or what-if (carta-budget-scenarios).
Install with
Claude CodeCodexCursorGitHub CopilotGemini CLI
Supported by the Atlas install prompt. Skill-specific requirements vary.
Skill stats
Skills1CategoryGeneralStars0
About this skill
Firm-wide consolidating P&L (Income Statement) across ALL entities of a firm for one month. Produces TWO Excel tabs: detailed P&L (Month + YTD Actual/Budget/Variance/%) and executive Summary P&L formula-linked to detail. Optional tag-view mode breaks Actuals down by ALL firm reporting-tag categories side by side with a three-row nested header (period > category > tag) and per-category subtotals; Budget/Variance omitted in tag-view (Carta budgets have no tag dimension). Sourced from Carta MCP. TRIGGER on "consolidating P&L for [firm] [month]", "P&L for all entities of [firm]", "firm-wide income statement", "P&L with executive summary", "P&L by department", "P&L by tag", "income statement by cost center", "P&L by project code". DO NOT TRIGGER for single-entity P&L, balance sheet (carta-consolidating-balance-sheet), new budgets (carta-create-budget), Carta budgets (carta-fetch-budget), actuals refresh (carta-fetch-actuals), pacing (carta-budget-analysis), or what-if (carta-budget-scenarios).
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Firm-wide consolidating P&L (Income Statement) across ALL entities of a firm for one month. Produces TWO Excel tabs: detailed P&L (Month + YTD Actual/Budget/Variance/%) and executive Summary P&L formula-linked to detail. Optional tag-view mode breaks Actuals down by ALL firm reporting-tag categories side by side with a three-row nested header (period > category > tag) and per-category subtotals; Budget/Variance omitted in tag-view (Carta budgets have no tag dimension). Sourced from Carta MCP. TRIGGER on "consolidating P&L for [firm] [month]", "P&L for all entities of [firm]", "firm-wide income statement", "P&L with executive summary", "P&L by department", "P&L by tag", "income statement by cost center", "P&L by project code". DO NOT TRIGGER for single-entity P&L, balance sheet (carta-consolidating-balance-sheet), new budgets (carta-create-budget), Carta budgets (carta-fetch-budget), actuals refresh (carta-fetch-actuals), pacing (carta-budget-analysis), or what-if (carta-budget-scenarios).
About this listing
Category
General
Reported license
Apache-2.0
Listing language (estimated)
English
Review status
Not individually reviewed
Agent compatibility
Atlas installation supports Claude Code, Codex, and Cursor. Skill-specific dependencies and features are checked during setup.
Claude Code
Codex
Cursor
GitHub Copilot
Gemini CLI