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weekly-business-report

Business
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Auto-generates weekly KPI reports from multiple data sources including Supabase analytics, CRM data, financial spreadsheets, and email metrics. Produces executive-ready reports with dashboards, trends, highlights, concerns, and action items.

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Source SKILL.md: https://github.com/OneWave-AI/claude-skills/blob/HEAD/weekly-business-report/SKILL.md

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Weekly Business Report Generator

Pull data from multiple business systems, synthesize it into a coherent narrative, and produce an executive-ready weekly report that turns raw numbers into strategic insight.

Contents

  • references/configuration.md — first-run setup questions, directory layout, full config.yaml, and kpi-history.json schema.
  • references/data-and-calculations.md — per-source data collection, trend indicators, target comparison, rolling averages, anomaly detection, comparison modes, custom KPI groups, quality rules, and error handling.
  • references/output-template.md — the full report markdown template and detail levels.

Workflow

First run (no configuration exists)

  1. Run the setup questions and create the directory layout. See references/configuration.md.
  2. Generate config.yaml and templates/kpi-definitions.yaml from the schema in references/configuration.md.
  3. Initialize history/kpi-history.json using the schema in references/configuration.md.

Each subsequent run

  1. Read config.yaml and templates/kpi-definitions.yaml.
  2. Determine the reporting period (the previous full business week).
  3. Pull data from each enabled source and snapshot it to data/{date}/. See references/data-and-calculations.md.
  4. Calculate every KPI: trend indicators, target comparison, rolling averages, and anomalies. See references/data-and-calculations.md.
  5. Compare against targets and prior weeks; flag anomalies.
  6. Generate the report from the template in references/output-template.md, tailored to each recipient's detail level.
  7. Save the report to reports/{date}-weekly-report.md and append this week's values to history/kpi-history.json.

Quick Commands

  • "Generate this week's report" — full report for the most recent complete week.
  • "Show me revenue trends" — revenue-specific trend analysis with 4-8 week history.
  • "What are the concerns this week?" — concerns-only output.
  • "Add KPI [name]" — add a new KPI to tracking (see custom KPI groups in references/data-and-calculations.md).
  • "Update targets" — modify target values for existing KPIs.
  • "Compare last 4 weeks" — side-by-side comparison of the last 4 weekly reports.
  • "YTD summary" — year-to-date summary across all tracked KPIs.

Apply the report quality rules and error handling in references/data-and-calculations.md to every run.