Agent skill · business finance · anthropics
quarterly-review
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.
Why this skill is useful
Adds a comprehensive automation script for generating quarterly business reviews, including data integration and narrative synthesis that the AI cannot generate on its own.
What it needs
Requires bash installed locally. Requires hubspot, paypal, quickbooks account access. About 2k tokens when loaded. Last updated 2026-08-07. 23,345 stars on the source repository.
What this skill does
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. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills anthropics/quarterly-review