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.
1---2name: quarterly-review3description: 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.4---5
6Run the quarterly business review. Pull financial, sales, and customer data for the quarter, synthesize it into a narrative, and produce a presentation-ready document.
7
8Parse arguments:
9- `--quarter` (default: previous calendar quarter) — format `YYYY-QN` (e.g., `2026-Q1`)
10- `--save-to` (default: `files`) — `files` (Google Drive / OneDrive), `desktop`, or `both`
11
12## Step 1 — Financial performance
13
14Using the `business-pulse` skill in deep mode:
15
161. Pull QuickBooks P&L for the quarter: revenue, COGS, gross margin, operating expenses, net margin.
172. Compare to prior quarter and same quarter last year (if available).
183. Pull PayPal settlements for the same period to validate QB revenue.
194. Calculate: revenue growth %, margin change in points, top 3 revenue categories.
20
21## Step 2 — Customer health
22
231. Pull HubSpot deal data: new customers won, churned, average deal size, pipeline entering next quarter.
242. Calculate customer acquisition cost (if data available) and revenue per customer.
253. Flag any customers representing >20% of revenue (concentration risk).
26
27## Step 3 — Top opportunities
28
29Identify 3 specific opportunities for next quarter based on the data:
30- Revenue upside (category, customer segment, or channel to double down on)
31- Margin upside (cost to cut or price to raise)
32- Customer upside (segment to target or churn to reduce)
33
34## Step 4 — Top risks
35
36Identify 3 specific risks for next quarter:
37- Revenue risk (concentration, trend, seasonality)
38- Margin risk (rising cost, pricing pressure)
39- Operational risk (pipeline gap, vendor dependency)
40
41## Step 5 — QBR narrative
42
43Write a 500–800 word narrative in plain business English with this structure:
441. Quarter headline (one sentence)
452. Revenue story (trend + why)
463. Margin story (trend + why)
474. Customer story (health + pipeline)
485. Three opportunities
496. Three risks
507. One-paragraph call to action for next quarter
51
52## Step 6 — Export
53
54Generate:
551. **`qbr-{YYYY-QN}.pdf`** — formatted narrative + key charts (as ASCII tables if no chart tool available)
562. Save to `--save-to` location
57
58## Connector failures
59
60If 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."
61
62## Approval gates
63
64- **Never publish or email the QBR automatically.** Always display for owner review first.
65- **Flag if any data source returns incomplete data** — note gaps in the narrative.
66
67## Output
68
69Present the narrative in-line, then confirm export. End with a one-paragraph "what to focus on next quarter" summary.
anthropics