# Weekly Crm Report

> 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.

- Skill: `thedixitjain/weekly-crm-report` (Agent Skill, multi-file: 17 files)
- Install (CLI): `npx skillmds add thedixitjain/weekly-crm-report`
- Raw SKILL.md: https://api.skillmd.com/api/skills/thedixitjain/weekly-crm-report/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Data & Analytics
- Author: thedixitjain (https://skillmd.com/u/thedixitjain)
- Updated: 2026-09-08
- Page: https://skillmd.com/skills/thedixitjain/weekly-crm-report

---



# 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:

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

Output JSON shape:

```json
{
  "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`](https://github.com/FrancyJGLisboa/agent-skill-creator) → `references/examples/weekly-crm-report/SKILL.md`