← ClaudeAtlas

aireadylife-business-flow-build-pl-summarylisted

Builds a monthly P&L summary: revenue by client/source, expense categories, net profit, margin, and comparison to prior month.
fru-dev3/prevail · ★ 9 · AI & Automation · score 77
Install: claude install-skill fru-dev3/prevail
## What It Does Reads all revenue records for the current month from `~/Documents/aireadylife/vault/business/00_current/` and groups them by client name and revenue stream type (consulting, product sales, licensing, retainer, other). Calculates gross revenue as the sum of all recognized revenue items for the period. Reads all expense records from `~/Documents/aireadylife/vault/business/00_current/` and groups them by category: software subscriptions, equipment and hardware, contractor labor, professional services (legal, accounting), marketing and advertising, travel (100% deductible), meals and entertainment (50% deductible limit applied automatically), home office, and other. Sums all expense categories to produce total operating expenses. Computes net income as gross revenue minus total expenses, and profit margin as net income divided by gross revenue expressed as a percentage. Loads the prior month's P&L figures from the most recently dated brief or raw records file in the vault to generate MoM (month-over-month) comparison figures: dollar change and percentage change for revenue, expenses, and net income. A revenue variance of +/-10% vs prior month is noted; +/-20% is flagged as significant. Formats the result as a structured two-section table: first the revenue breakdown (one row per client/stream, with this-month and prior-month columns and a delta column), then the expense breakdown (one row per category), followed by a summary section showing gross revenue, total