How do I install the Weekly Crm Report skill?

Run npx skillmds@latest add francyjglisboa/weekly-crm-report in your terminal (requires Node.js), paste this page's agent-chat prompt into Claude, Cursor, or any MCP-connected agent, or download the SKILL.md file and copy it into your agent's skills directory.

What does the Weekly Crm Report skill do?

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. It is listed under Data & Analytics on SkillMD.

Is Weekly Crm Report safe to use?

This skill has not completed SkillMD's automated safety review yet. Capability flags: executes scripts, makes network calls. SkillMD never runs a skill's scripts for you; review the SKILL.md before installing.

Which AI agents work with Weekly Crm Report?

This skill is tagged as working with Claude Code, Claude.ai, OpenAI Codex. SKILL.md is an open format, so most agents that read a skills directory can load it too.

Is Weekly Crm Report free to use?

Yes. Installing skills from SkillMD is free, and the skill stays under its author's original license.

Who published Weekly Crm Report?

FrancyJGLisboa (@francyjglisboa) published this skill. Their other Agent Skills are listed on their SkillMD profile.

Weekly Crm Report by francyjglisboa

Name: Weekly Crm Report
Rating: 4.666666666666667 (3 reviews)
Author: FrancyJGLisboa

File contents

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.

Source: FrancyJGLisboa/agent-skill-creator → references/examples/weekly-crm-report/SKILL.md

Frequently asked questions

Weekly Crm Report