Quarterly Report

Build the quarterly revenue report from an exported ledger CSV, including the segment breakdown and the year-over-year comparison. Use when someone asks for the quarterly numbers or a board-ready revenue summary.

stbenjam Updated

File contents

Quarterly Report

Export the ledger for the quarter, then build the report:

python scripts/build_report.py ledger-2026-q1.csv --out report.md

Checking the output

The script prints the totals it computed before writing the file. Compare them against the ledger's own footer row; a mismatch means the export was truncated, and the report is not usable.

Pass --segments to add the per-segment breakdown, which the board deck expects but the monthly review does not.

stbenjam/skillsaw/tree/main/tests/fixtures/agentskills/unreferenced-directory-pile/quarterly-report commit d37394fbc4

Frequently asked questions

npx skillmds@latest add stbenjam/quarterly-report