Quarterly Review Skill for Claude

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.

761 tokens

context cost

the whole folder, loaded on every use

files

instructions only

copies elsewhere

how many repositories repackaged it

23273

stars on the repo

on the repository, not the skill itself

Install

one command, takes just this skill from the repository

npx skills add https://github.com/anthropics/knowledge-work-plugins --skill quarterly-review

What it tells the agent to use

found in the instruction text

WebFetch fetches pages from the network

The instruction itself

9 sections, as written by the author

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.

Other skills for the same job

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Use this skill whenever the user wants to create, read, edit, or manipulate Word documents (.docx files). Triggers include: any mention of 'Word doc', 'word document', '.docx', or requests to produce professional documents with formatting like tables of contents, headings, page numbers, or letterheads. Also use when extracting or reorganizing content from .docx files, inserting or replacing images in documents, performing find-and-replace in Word files, working with tracked changes or comments, or converting content into a polished Word document. If the user asks for a 'report', 'memo', 'letter', 'template', or similar deliverable as a Word or .docx file, use this skill. Do NOT use for PDFs, spreadsheets, Google Docs, or general coding tasks unrelated to document generation.

Use this skill any time a .pptx file is involved in any way — as input, output, or both. This includes: creating slide decks, pitch decks, or presentations; reading, parsing, or extracting text from any .pptx file (even if the extracted content will be used elsewhere, like in an email or summary); editing, modifying, or updating existing presentations; combining or splitting slide files; working with templates, layouts, speaker notes, or comments. Trigger whenever the user mentions \"deck,\" \"slides,\" \"presentation,\" or references a .pptx filename, regardless of what they plan to do with the content afterward. If a .pptx file needs to be opened, created, or touched, use this skill.

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7k tokens

How to use it

Copy the folder

Take anthropics/quarterly-review from the repository into ~/.claude/skills for personal use, or into .claude/skills inside a project.

Check the name does not clash

The agent identifies a skill by the name field in its header. Two skills with the same name cannot sit side by side — one of them will be ignored.