weekly-crm-report
FeaturedCleans 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.
Install
Quality Score: 94/100
Skill Content
Details
- Author
- FrancyJGLisboa
- Repository
- FrancyJGLisboa/agent-skills-platform
- Created
- 10 months ago
- Last Updated
- 1 weeks ago
- Language
- Python
- License
- MIT
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weekly-report
Produces one weekly operating readout for a store or product from exported performance, traffic, lifecycle, inventory, and support summaries, instead of scattered dashboards. Use when the user wants a single weekly view of what changed, what likely caused it, and what to do next. Boundary: this skill summarizes across whatever data the user brings this week. For a deep read on one specific area (margin, cohorts, checkout, search), use the matching skill directly and feed its output in here as one of the week's inputs.
pipeline-reporter-free
Generate pipeline reports from CRM CSV exports. Use when the user says "analyze pipeline", "generate pipeline report", "forecast from CSV", "sales report", or asks for a sales pipeline summary, weighted forecast, stage forecast, rep performance, opportunity analysis, or CRM export review from deal/opportunity CSV data. This is the single-report, no-CRM-connection version; for 12-month forecasting, CRM API connections, PDF export, and scheduled reports, use pipeline-reporter-pro.
crm-export-auditor
Audit a CRM CSV export for the data faults that make every report built on it wrong: exact and near-duplicate accounts and contacts, close dates already in the past on open deals, deals with no activity in the last N days, blank required fields by stage, single-threaded deals carrying one contact, records with no owner or a departed one, stage and amount combinations that contradict each other, and currency, date and country formats that drift between rows. Returns a fix list ordered by how much each fault distorts a reported number, with the record IDs to correct and which fixes are safe to apply in bulk. Use when a pipeline number is disputed, when a migration or a dedupe is being planned, or when nobody has checked the export the forecast is built on.