Update an earnings model and briefing slide

Why use this

1. An analyst updating an earnings model may need to carry new reported figures into both calculations and a briefing slide. A presentation can remain stale even when the workbook changes, or a model can accidentally blend reported results with new assumptions.

2. This job could prepare a traceable update package linking source figures, affected cells and slide messages. Clear separation of actuals, estimates and unresolved definitions helps qualified reviewers assess the update before using it in an investment discussion.

Why an agent / simpler alternative

Useful judgment

Map earnings disclosures to model fields, identify changed definitions and keep presentation claims aligned with approved calculations.

Simpler alternative

Update manually when only a few well-defined cells and one existing slide are affected.

Unsuitable when

The workflow would recommend investments, publish unsupported forecasts or change authoritative models without review.

Proposed inputs

1. Name

   Earnings evidence

   Owner

   Authorized analyst

   Minimum scope

   Relevant official figures, periods and explanatory notes

   Quality check

   Check amendments, units and reported versus adjusted measures

2. Name

   Model/slide snapshot

   Owner

   Owner

   Minimum scope

   Affected workbook cells, formulas and briefing references

   Quality check

   Preserve baseline version and distinguish hardcoded values

Access and setup — proposed or unknown

Proposed minimum

1. Use fictional disclosure excerpts and model/slide maps; no live data retrieval, spreadsheet recalculation or file edits.

Compatibility unknowns

1. Current financial-data access, workbook formulas, slide linkage and runtime compatibility are unknown.

External actions requiring approval

1. Financial-data sharing, authoritative model changes, briefing distribution and transactions require appropriate approval.

Expected deliverable and review checks

Proposed artifact

Update-plan candidate with source-to-cell mapping, assumption changes and corresponding slide revisions.

Critical checks

1. Align periods/currencies; preserve formula lineage; keep reported and forecast values distinct; trace each headline to reviewed evidence.

Missing output evidence

This overlay adds no new output inspection, execution or validation; consult the referenced canonical source outcome limits.

Failure signals and proposed responses

1. Signal

   A metric definition changes between periods

   Why it matters

   The model creates a misleading trend

   Proposed response

   Record the change and request a comparable basis.

2. Signal

   The slide retains an old headline after a cell update

   Why it matters

   The briefing contradicts the model

   Proposed response

   List dependent slide claims and reconcile them explicitly.

Effort and cost — unknown

Setup work

1. Define authoritative figures and update dependencies.

Ongoing review

1. Qualified analysts review calculations and messaging before use.

Unknowns

1. Disclosure completeness, model validity, export fidelity and review costs are unknown.

First check — proposed, unexecuted

Status

proposed_unexecuted

Synthetic fixture

Invent an earnings excerpt, two model cells and a slide headline with a changed metric definition; draft an update map only.

Acceptance checks

1. Flag definition mismatch; separate actual/forecast; calculate no valuation and claim no updated result.

Stop conditions

1. Stop if authoritative figures or approved model assumptions are unresolved.

Limits

1. An update plan cannot establish financial accuracy, forecast reliability or investment suitability.