Quarterly review

Skill nota-america/forgecat-agent-profiles/profiles/forgecat/forgecat-agent-profiles/small-business-agent-team/for-cursor/.cursor/skills/quarterly-review

Production-ready AI agent profiles for Claude Code, Cursor, and Codex. Search, install, and contribute ForgeCat packages.

Install

npx -y skills add nota-america/forgecat-agent-profiles --skill quarterly-review

Assembled from the repository path, not quoted from the project. Check it against their README if it does not work.

One thing to look at

24 stars24 stars. Stars are a popularity signal and not a quality one, but at this level it is likely that nobody has read this closely except its author, and you would be relying on your own review.

What its author says it does

Copied from the file, not written here

Generates a full QBR narrative — revenue trend, margin trend, customer health, top opportunities and risks — as a presentation-ready PDF or deck. Accepts optional quarter and save-to arguments.

SKILL.md

3.0 KB, as published. Nobody here has run it

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) — format YYYY-QN (e.g., 2026-Q1)
--save-to (default: files) — files (Google Drive / OneDrive), desktop, or both

Step 1 — Financial performance

Using the business-pulse skill in deep mode:

Pull QuickBooks P&L for the quarter: revenue, COGS, gross margin, operating expenses, net margin.
Compare to prior quarter and same quarter last year (if available).
Pull PayPal settlements for the same period to validate QB revenue.
Calculate: revenue growth %, margin change in points, top 3 revenue categories.

Step 2 — Customer health

Pull HubSpot deal data: new customers won, churned, average deal size, pipeline entering next quarter.
Calculate customer acquisition cost (if data available) and revenue per customer.
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:

Quarter headline (one sentence)
Revenue story (trend + why)
Margin story (trend + why)
Customer story (health + pipeline)
Three opportunities
Three risks
One-paragraph call to action for next quarter

Step 6 — Export

Generate:

qbr-{YYYY-QN}.pdf — formatted narrative + key charts (as ASCII tables if no chart tool available)
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.