quarterly-review

GitHub

自动化执行季度业务复盘(QBR),整合财务、销售及客户数据,生成包含趋势分析、机会与风险洞察的叙事文档,并导出为演示文稿。

small-business/skills/quarterly-review/SKILL.md anthropics/knowledge-work-plugins

触发场景

需要生成季度业务报告 执行季度复盘流程

安装

npx skills add anthropics/knowledge-work-plugins --skill quarterly-review -g -y
更多选项

非标准路径

npx skills add https://github.com/anthropics/knowledge-work-plugins/tree/main/small-business/skills/quarterly-review -g -y

不安装直接使用

npx skills use anthropics/knowledge-work-plugins@quarterly-review

指定 Agent (Claude Code)

npx skills add anthropics/knowledge-work-plugins --skill quarterly-review -a claude-code -g -y

安装 repo 全部 skill

npx skills add anthropics/knowledge-work-plugins --all -g -y

预览 repo 内 skill

npx skills add anthropics/knowledge-work-plugins --list

SKILL.md

Frontmatter
{
    "name": "quarterly-review",
    "description": "Generates a full QBR narrative — revenue trend, margin trend, customer health, top opportunities and risks — as a presentation-ready PDF or deck. Accepts optional quarter and save-to arguments.",
    "allowed-tools": "Read, WebFetch, Bash"
}

Run the quarterly business review. Pull financial, sales, and customer data for the quarter, synthesize it into a narrative, and produce a presentation-ready document.

Parse arguments:

  • --quarter (default: previous calendar quarter) — format YYYY-QN (e.g., 2026-Q1)
  • --save-to (default: files) — files (Google Drive / OneDrive), desktop, or both

Step 1 — Financial performance

Using the business-pulse skill in deep mode:

  1. Pull QuickBooks P&L for the quarter: revenue, COGS, gross margin, operating expenses, net margin.
  2. Compare to prior quarter and same quarter last year (if available).
  3. Pull PayPal settlements for the same period to validate QB revenue.
  4. Calculate: revenue growth %, margin change in points, top 3 revenue categories.

Step 2 — Customer health

  1. Pull HubSpot deal data: new customers won, churned, average deal size, pipeline entering next quarter.
  2. Calculate customer acquisition cost (if data available) and revenue per customer.
  3. Flag any customers representing >20% of revenue (concentration risk).

Step 3 — Top opportunities

Identify 3 specific opportunities for next quarter based on the data:

  • Revenue upside (category, customer segment, or channel to double down on)
  • Margin upside (cost to cut or price to raise)
  • Customer upside (segment to target or churn to reduce)

Step 4 — Top risks

Identify 3 specific risks for next quarter:

  • Revenue risk (concentration, trend, seasonality)
  • Margin risk (rising cost, pricing pressure)
  • Operational risk (pipeline gap, vendor dependency)

Step 5 — QBR narrative

Write a 500–800 word narrative in plain business English with this structure:

  1. Quarter headline (one sentence)
  2. Revenue story (trend + why)
  3. Margin story (trend + why)
  4. Customer story (health + pipeline)
  5. Three opportunities
  6. Three risks
  7. One-paragraph call to action for next quarter

Step 6 — Export

Generate:

  1. qbr-{YYYY-QN}.pdf — formatted narrative + key charts (as ASCII tables if no chart tool available)
  2. Save to --save-to location

Connector failures

If QuickBooks is unreachable, stop — the QBR requires QB financial data as the foundation. If PayPal is missing, skip cross-validation and note "PayPal not connected — revenue validated from QB only." If HubSpot is missing, skip customer health (Step 2) and note "HubSpot not connected — customer health section skipped."

Approval gates

  • Never publish or email the QBR automatically. Always display for owner review first.
  • Flag if any data source returns incomplete data — note gaps in the narrative.

Output

Present the narrative in-line, then confirm export. End with a one-paragraph "what to focus on next quarter" summary.

版本历史

  • 6f13415 当前 2026-07-05 18:36

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元信息

文件数
0
版本
051d4e4
Hash
fd0a766a
收录时间
2026-07-05 18:36

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