operational-kpi

# operational-kpi ## Triggers - Operational KPI tracking - headcount trends - utilization rates - backlog analysis - book-to-bill ratio - operational efficiency metrics - capacity utilization - productivity metrics - operational leverage - same-store sales ## Defaults | Parameter | Default Value | Rationale | |-----------|---------------|-----------| | ticker | (required) | Stock symbol to analyze | | lookback_quarters | 4 | Standard lookback for this skill type | ## Methodology ### 1. Retrieval Scope This skill operates with `retrieval_scope: structured_only`. It performs structured data retrieval only (XBRL facts, financials, earnings calendar) — no unstructured document search. Document-retrieval tools are excluded from `allowed_tools`. ### 2. Retrieval Strategy Follows the retrieval strategy decision tree in `contracts/retrieval.md`. Primary branch: **(a) Structured Data Query**. Resolve the canonical ticker first (exact → fuzzy alias → share-class) before any data call. ### 3. Temporal Scope Default lookback: 4 fiscal quarter(s); maximum: 8. The default balances recency against the trend window this analysis requires. ### 4. Tool Allowlist Per frontmatter `allowed_tools`: - `search_companies` — ticker resolution + company context (entity-alias fuzzy match) - `search_xbrl_facts` — primary structured financial facts (is_primary default) - `get_company_financials` — consolidated IS/BS/CF highlights - `get_company_profile` — sector/industry classification + met...