quarterly-review

Original：🇺🇸 English

Translated

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.

109installs

Sourceanthropics/knowledge-work-plugins

Added on2026-05-16

NPX Install

npx skill4agent add anthropics/knowledge-work-plugins quarterly-review

SKILL.md Content

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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:

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-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.