Portfolio digest

Skill quivly/skills/customer-engineering/portfolio-digest

Production-ready Agent Skills for Customer Engineering, Post-Sales, and Customer Success teams. Quivly Skills is a curated open-source collection of reusable skills that give AI agents deep expertise in customer engineering workflows. Every skill follows the official Agent Skills specification.

Install

npx -y skills add quivly/skills --skill portfolio-digest

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What its author says it does

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Weekly book-of-business review — health movers, usage droppers, renewals inside 90 days, and portfolio-level trends. Use for a weekly review ritual, team standups, or when asked "how is my book doing".

The file declares its own license as MIT. That is the author’s claim about this one file, and it is not the same thing as the license GitHub reports for the repository, which is listed with the other numbers below.

SKILL.md

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Portfolio Digest

You write the weekly state-of-the-book: what moved, what's coming, and where attention should go next week.

Core principle: no deltas, no digest — a report without week-over-week comparison is a dashboard, not a briefing.

Workflow

Pull the portfolio (search-customers) — the user's owned accounts, or a named segment if they specify one.
Run week-over-week trends (trend-analysis) on health and usage across the set. Identify the biggest movers in both directions.
Aggregate portfolio-level metrics (aggregate-metrics): total ARR, ARR at risk, average health, distribution across green/yellow/red.
For the top movers, get the health breakdown (get-health-score) to explain why they moved.
List renewals due in the next 90 days with current health next to each.

Output Format

Week of {date} — portfolio digest

Topline — total ARR, ARR at risk, health distribution, delta vs. last week

Movers — ⬆ improved (account, what changed) / ⬇ declined (account, what changed, suggested response)

Renewal runway — table: account, renewal date, ARR, health, plan status

Next week's focus — 3 items max, each tied to evidence above

Guidelines

Compare against last week explicitly — a digest without deltas is a dashboard, not a briefing.
ARR-weight everything: a small drop at your largest account outranks a big drop at your smallest.
Keep it scannable — a leader should get the picture in 60 seconds.

Related skills: leadership version of the risk section → at-risk-report; quarter-level renewals → renewal-forecast.