qbr-generatorlisted
Install: claude install-skill Prashanthvara/cs-automation-skills
# QBR Generator
Transforms raw account data exports into a quarterly business review package: health narrative, spend trend analysis, adoption story, risk flags, and a slide-by-slide deck outline.
## Inputs
- `orders.csv`: order_id, date, category, amount, fulfillment_status
- `support.csv`: ticket_id, opened, closed, severity, category
- `adoption.csv` (optional): feature, monthly_active_users, month
- Account context: contract value, renewal date, key stakeholders, prior-quarter commitments
Sample synthetic inputs live in `references/sample_data/`.
## Workflow
1. Run `scripts/aggregate.py` to compute quarter-over-quarter spend, category mix shift, order velocity, ticket volume and mean-time-to-resolution.
2. Score account health using the rubric in `references/health_rubric.md` (spend trend 40%, adoption 30%, support burden 20%, engagement 10%).
3. Write the narrative in this order: headline metric, what changed this quarter, why it changed, risk or expansion signal, recommended next commitment.
4. Produce a deck outline: title slide, executive summary, spend and adoption trends, support review, roadmap alignment, proposed next-quarter commitments.
5. Flag every claim in the narrative against a computed number. No unverifiable statements in customer-facing output.
## Output format
Markdown package with three sections: `## Executive Summary` (under 150 words), `## Health Analysis` (metrics table plus narrative), `## Deck Outline` (one line per slide with the single n