Quarterly Review
- 1.1k installs
- 23.3k repo stars
- Updated August 5, 2026
- anthropics/knowledge-work-plugins
Quarterly-review is a Claude skill that generates a full QBR narrative of revenue, margin, and customer trends with top opportunities and risks as a presentation-ready PDF.
About
Quarterly-review pulls financial, sales, and customer data for a quarter and synthesizes it into a QBR narrative covering revenue and margin trends, customer health, and the top three opportunities and risks. An SMB owner runs it to prepare a board deck or quarterly recap. It compares against prior quarters, flags customer concentration risk, and exports a presentation-ready PDF, always displaying for review before publishing.
- Generates a full QBR narrative: revenue trend, margin trend, customer health, top opportunities and risks
- Pulls QuickBooks P&L, PayPal settlements, and HubSpot deal data for the quarter
- Exports a presentation-ready PDF with a 500-800 word narrative
Quarterly Review by the numbers
- 1,066 all-time installs (skills.sh)
- +80 installs in the week ending Aug 5, 2026 (Skillselion tracking)
- Ranked #137 of 1,106 Finance & Trading skills by installs in the Skillselion catalog
- Data as of Aug 5, 2026 (Skillselion catalog sync)
quarterly-review capabilities & compatibility
- Capabilities
- monday brief · margin analyzer · sales brief
- Works with
- google drive · sharepoint
- Use cases
- data analysis · presentations · project management
What quarterly-review says it does
Generates a full QBR narrative — revenue trend, margin trend, customer health, top opportunities and risks — as a presentation-ready PDF or deck.
Never publish or email the QBR automatically.** Always display for owner review first.
npx skills add https://github.com/anthropics/knowledge-work-plugins --skill quarterly-reviewAdd your badge
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| Installs | 1.1k |
|---|---|
| repo stars | ★ 23.3k |
| Last updated | August 5, 2026 |
| Repository | anthropics/knowledge-work-plugins ↗ |
What it does
Generate a quarterly business review narrative and presentation-ready PDF from financial and customer data.
Who is it for?
Owners preparing a QBR, board deck, or quarterly recap.
Skip if: Weekly or monthly summaries, which other skills in the plugin handle.
When should I use this skill?
The owner asks for a quarterly review, board deck, or QBR.
What you get
A 500-800 word QBR narrative with three opportunities, three risks, and a presentation-ready PDF export.
- QBR PDF
- 500-800 word quarterly narrative
- opportunities and risks list
By the numbers
- 500-800 word narrative
- three opportunities and three risks
- flags customers over 20% of revenue
Files
Run the quarterly business review. Pull financial, sales, and customer data for the quarter, synthesize it into a narrative, and produce a presentation-ready document.
Parse arguments:
--quarter(default: previous calendar quarter) — formatYYYY-QN(e.g.,2026-Q1)--save-to(default:files) —files(Google Drive / OneDrive),desktop, orboth
Step 1 — Financial performance
Using the business-pulse skill in deep mode:
1. Pull QuickBooks P&L for the quarter: revenue, COGS, gross margin, operating expenses, net margin. 2. Compare to prior quarter and same quarter last year (if available). 3. Pull PayPal settlements for the same period to validate QB revenue. 4. Calculate: revenue growth %, margin change in points, top 3 revenue categories.
Step 2 — Customer health
1. Pull HubSpot deal data: new customers won, churned, average deal size, pipeline entering next quarter. 2. Calculate customer acquisition cost (if data available) and revenue per customer. 3. Flag any customers representing >20% of revenue (concentration risk).
Step 3 — Top opportunities
Identify 3 specific opportunities for next quarter based on the data:
- Revenue upside (category, customer segment, or channel to double down on)
- Margin upside (cost to cut or price to raise)
- Customer upside (segment to target or churn to reduce)
Step 4 — Top risks
Identify 3 specific risks for next quarter:
- Revenue risk (concentration, trend, seasonality)
- Margin risk (rising cost, pricing pressure)
- Operational risk (pipeline gap, vendor dependency)
Step 5 — QBR narrative
Write a 500–800 word narrative in plain business English with this structure: 1. Quarter headline (one sentence) 2. Revenue story (trend + why) 3. Margin story (trend + why) 4. Customer story (health + pipeline) 5. Three opportunities 6. Three risks 7. One-paragraph call to action for next quarter
Step 6 — Export
Generate: 1. `qbr-{YYYY-QN}.pdf` — formatted narrative + key charts (as ASCII tables if no chart tool available) 2. Save to --save-to location
Connector failures
If QuickBooks is unreachable, stop — the QBR requires QB financial data as the foundation. If PayPal is missing, skip cross-validation and note "PayPal not connected — revenue validated from QB only." If HubSpot is missing, skip customer health (Step 2) and note "HubSpot not connected — customer health section skipped."
Approval gates
- Never publish or email the QBR automatically. Always display for owner review first.
- Flag if any data source returns incomplete data — note gaps in the narrative.
Output
Present the narrative in-line, then confirm export. End with a one-paragraph "what to focus on next quarter" summary.
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What if HubSpot is not connected?
It skips the customer health section and notes 'HubSpot not connected — customer health section skipped'; QuickBooks is required as the foundation.
Does quarterly-review email the QBR?
No. It never publishes or emails the QBR automatically; it always displays for owner review first.