Streamline Portfolio Company Variance Analysis

Analyzing how a company performed versus what it budgeted shouldn’t require spreadsheets and manual cross-checking. With Standard Metrics MCP and Claude, simply ask how actuals differ from budgeted numbers and get a summary in seconds. Take analysis one step further by contextualizing this data with qualitative data in Standard Metrics and using web search to explain macro trends that might be influencing company performance.

How to set this up

Tools

• Claude (with web search enabled)
• Standard Metrics MCP. See here for set up details.

 

Prompt used in the video:

How is Kyma tracking against its ARR projections?

 

Tips

• Ask Claude to output the variance as a table that you can copy-paste.
• Contextualize variance with notes stored in Standard Metrics or information that’s on the web.