← ClaudeAtlas

monthly-board-preplisted

Monthly Analysis — leadership-deck format month-over-month (MoM) comparison driven by business.json. Pulls two consecutive months of your product's metrics, computes deltas, and renders a leadership-style markdown deck with sections derived from your revenue_model and key_metrics, then optionally auto-publishes to Confluence. Use when asked for 'monthly analysis', 'month over month', 'MoM report', 'leadership monthly', 'board prep', or '/monthly-analysis'.
mohitkhandelwal242/ai-pm-operator · ★ 0 · Data & Documents · score 62
Install: claude install-skill mohitkhandelwal242/ai-pm-operator
# Monthly Analysis — MoM Leadership Report Generate a leadership-deck monthly analysis. Compares two consecutive months (or any user-specified pair) across the metrics defined in `business.json`, computes month-over-month deltas, and renders an executive markdown deck. Optionally auto-publishes to Confluence. **The report is DRIVEN BY `business.json`.** It does not assume any vertical. Read the business profile first and let it decide which sections and metrics appear. Historical context for trendlines (if present): `historical/monthly-snapshots.tsv`. This file is optional — if it is missing, skip trend commentary. --- ## Step 0 — Read the business profile Read `business.json` at the start. The relevant fields: - `company.{name, product_name, industry, business_type, revenue_model}` - `metrics.north_star` — the single headline metric the deck leads with - `metrics.key_metrics[]` — the list of metrics to compare MoM (each entry typically has a name, optional unit/currency, and optional category) **Derive the report sections from `revenue_model` and `key_metrics`.** Group `key_metrics` by their category (or infer a sensible grouping) and render one report section per group. Always lead with the north-star metric. Examples of how `revenue_model` shapes the default sections: | `revenue_model` | Suggested default sections (override with whatever `key_metrics` actually contains) | |---|---| | `subscription` / SaaS | MRR/ARR, New vs Churned MRR, Net Revenue Retention, Activ