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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
SKILL.md, read when the skill is used
1
files
instructions only
0
copies elsewhere
how many repositories repackaged it
23 273
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.

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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.