weekly-crm-report

Business

Cleans a weekly CRM export and produces a regional sales summary. Activates when the user asks to clean a CRM export, deduplicate sales rows, calculate regional totals, or generate a weekly sales report from a CSV.

QUICK START

How to use this skill

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I want to install this Agent Skill for this project in Codex.

Source SKILL.md: https://github.com/FrancyJGLisboa/agent-skill-creator/blob/HEAD/references/examples/weekly-crm-report/SKILL.md

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Weekly CRM Report

Turn a raw weekly CRM export (CSV) into a clean regional sales summary: drop duplicate rows, total revenue per region, and emit a structured JSON summary an agent can narrate or hand to a PDF/dashboard step.

This is a bundled example skill — small but real, and used to demonstrate the creator's validation, pipeline, and eval-rollout machinery end to end.

Activation

Activates on requests like "clean this CRM export", "weekly sales report", "regional totals from this CSV". Do not activate on general spreadsheet or analytics questions that don't involve a CRM export.

Input

A CSV with at least region and amount columns (extra columns are ignored). Duplicate rows (identical across all columns) are removed before totalling.

Run

One command produces the summary:

python3 scripts/run_pipeline.py --input <export.csv> --output summary.json

Output JSON shape:

{
  "rows_in": 120,
  "rows_after_dedup": 118,
  "regions": {"West": 40210.5, "East": 38110.0},
  "grand_total": 78320.5
}

Anti-goals

Not a general BI tool; it totals one numeric column per region.
Does not fetch from a live CRM API; it operates on an exported CSV.