quarterly-review Skill
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. Published by anthropics in knowledge-work-plugins.
Decision snapshot
Is this a fit?
Data analysis, Includes SKILL.md, Reusable instructions
Compatibility not yet detected.
Filesystem access, Network access, Shell access
Copy skill directory
22 days ago · Apache-2.0 license
Access note: Local files. Access note: Network access. Access note: Shell access.
What is quarterly-review Skill?
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. Published by anthropics in knowledge-work-plugins. This profile combines repository metadata with install, compatibility, and usage signals so developers can quickly decide whether it fits their agent workflow before opening the source repository.
Automated repository signals based on public metadata such as recency, license, installation evidence, and adoption. These are not a security audit or endorsement. See how SkillIndex evaluates profiles.
Key capabilities
- Includes SKILL.md support
- Reusable instructions support
- Data analysis
- Data analysis use cases
Declared skill metadata
- Source file: small-business/skills/quarterly-review/SKILL.md
Allowed tools declared by source
These fields retain source and confidence evidence from the indexed SKILL.md.
Compatibility and setup
- Install or run with Copy skill directory
- Local files
- Network access
- Shell access
Requirements and access
Security and permissions
Review permissions before connecting any MCP server to an agent. Pay special attention to whether it can read local files, write data, call external services, or perform destructive actions.
When to use quarterly-review Skill
- Use it for data analysis.
Built with
Editorial notes
Source
- Creator: anthropics
- Repository: anthropics/knowledge-work-plugins
- Skill file: small-business/skills/quarterly-review/SKILL.md
What it does
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.
Skill instructions
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: 1. Pull QuickBooks P&L for the quarter: revenue, COGS, gross margin, operating expenses, net margin. 2. Compare to prior quarter and same quarter last year (if available). 3. Pull PayPal settlements for the same period to validate QB revenue. 4. Calculate: revenue growth %, margin change in points, top 3 revenue categories. Step 2 — Customer health 1. Pull HubSpot deal data: new customers won, churned, average deal size, pipeline entering next quarter. 2. Calculate customer acquisition cost (if data available) and revenue per customer. 3. Flag any customers representing
Verified compatibility and discovery
Frequently asked questions
What is quarterly-review?
quarterly-review is a open-source AI agent skill with Copy skill directory. 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.
Who is quarterly-review best for?
quarterly-review is best for reusing agent instructions, scripts, and references, data analysis workflows.
How do I install quarterly-review?
Install or run quarterly-review using Copy skill directory. Check quarterly-review for the latest setup command.
Is quarterly-review actively maintained?
quarterly-review may need a closer maintenance check before production use.
Project health auto-fetched from the source repository.
Maintain this resource?
Review this source-backed profile, send a correction with evidence, or link to it from your documentation. Claims verify your relationship to the project; profile facts still require source evidence and editorial review.
