Mode d’emploi
- Copiez la commande et examinez le paquet avant de l’installer dans votre environnement agent.
- Consultez le document original pour les outils, identifiants et environnements requis.
- Décrivez les entrées et le livrable souhaité ; comparez la sortie aux sources.
npx skills add https://github.com/anthropics/knowledge-work-plugins --skill quarterly-reviewAvant de commencer
- L’installation n’inclut ni abonnement au modèle, ni quota API, ni accès aux fichiers.
- Étoiles et installations reflètent l’activité, pas un test indépendant de qualité ou de sécurité.
Rendu depuis le dépôt source en conservant titres, exemples, code, tableaux, liens et images.
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) — formatYYYY-QN(e.g.,2026-Q1)--save-to(default:files) —files(Google Drive / OneDrive),desktop, orboth
Step 1 — Financial performance
Using the business-pulse skill in deep mode:
- Pull QuickBooks P&L for the quarter: revenue, COGS, gross margin, operating expenses, net margin.
- Compare to prior quarter and same quarter last year (if available).
- Pull PayPal settlements for the same period to validate QB revenue.
- Calculate: revenue growth %, margin change in points, top 3 revenue categories.
Step 2 — Customer health
- Pull HubSpot deal data: new customers won, churned, average deal size, pipeline entering next quarter.
- Calculate customer acquisition cost (if data available) and revenue per customer.
- 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:
- Quarter headline (one sentence)
- Revenue story (trend + why)
- Margin story (trend + why)
- Customer story (health + pipeline)
- Three opportunities
- Three risks
- One-paragraph call to action for next quarter
Step 6 — Export
Generate:
- `qbr-{YYYY-QN}.pdf` — formatted narrative + key charts (as ASCII tables if no chart tool available)
- Save to
--save-tolocation
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.
