| name | dr-insights |
| description | Generate executive-ready insights with trend analysis and visualizations. Creates professional PowerPoint presentations and Excel data books. |
| user-invocable | true |
| allowed-tools | ["mcp__datarails-finance-os__aggregate_table_data","mcp__datarails-finance-os__list_finance_tables","Write","Read","Bash"] |
| argument-hint | [--year <YYYY>] [--quarter <Q#>] [--output-pptx <file>] [--output-xlsx <file>] |
Financial Insights Report
Generate executive-ready insights with trend analysis, KPI dashboards, and professional visualizations.
Creates both PowerPoint presentations (for meetings) and Excel data books (for detailed analysis).
Arguments
| Argument | Description | Default |
|---|
--year <YYYY> | Calendar year to analyze | Current year |
--quarter <Q#> | Quarter: Q1, Q2, Q3, Q4 | Current quarter |
--period <period> | Combined period: YYYY-QX or YYYY-MM | Auto-determined |
--output-pptx <file> | PowerPoint output path | tmp/Insights_TIMESTAMP.pptx |
--output-xlsx <file> | Excel output path | tmp/Insights_Data_TIMESTAMP.xlsx |
What It Analyzes
Revenue & Growth
- Monthly revenue trends (12+ months)
- Period-over-period growth rates (MoM, QoQ)
- Revenue by account category
- Trend analysis and momentum
Key Performance Indicators
- ARR (Annual Recurring Revenue)
- Net New ARR
- Churn rate and dollar churn
- LTV (Lifetime Value)
- CAC (Customer Acquisition Cost)
- Burn rate and runway
Operational Metrics
- Gross profit and margins
- Operating expenses by category
- Headcount trends
- Per-employee productivity metrics
- Department performance
Financial Health
- Cash burn multiple
- CAC payback period
- LTV/CAC ratio
- Efficiency score
Output: PowerPoint Presentation
Professional 7-slide presentation includes:
- Title Slide - Report period and date
- Executive Summary - Top metrics with trend indicators
- Key Findings - Top 5 insights with business impact
- Recommendations - Actionable next steps
- Metrics Dashboard - KPI summary with sparklines
- Efficiency Analysis - Ratios and operational metrics
- Data Summary - Data sources and methodology
Design Features
- Professional color scheme matching Datarails brand
- Embedded charts and visualizations
- Metrics boxes with trend indicators
- Consistent formatting across all slides
- Executive-friendly layout
Output: Excel Data Book
Comprehensive workbook includes:
-
Summary Sheet
- Key findings formatted as table
- Severity and category indicators
- Current vs prior period comparison
-
Recommendations Sheet
- Prioritized action items
- Implementation guidance
- Expected impact
-
Metrics Sheet
- Current KPI values
- Targets (if available)
- Prior period comparison
-
Detailed Trends
- Monthly P&L breakdown
- Account-level detail
- Year-over-year comparison
-
Data Sources
- Tables and fields used
- Data refresh timestamp
- Methodology notes
Workflow
Phase 1: Data Collection
- Verify authentication
- Load client profile
- Fetch P&L trends (12 months)
- Fetch KPI metrics (4+ quarters)
Phase 2: Analysis
- Calculate growth rates
- Compute efficiency ratios
- Identify trends and anomalies
- Generate business insights
- Create recommendations
Datarails Brand Styling
When generating Excel or PowerPoint files, apply Datarails brand styling:
Font: Poppins (fall back to Calibri if unavailable). Weights: 400 regular, 600 semibold, 700 bold.
Colors:
| Role | Hex | Use |
|---|
| Navy | 0C142B | Header/banner background |
| Main text | 333333 | Primary text |
| Secondary | 6D6E6F | Muted/subtitle text |
| Border | 9EA1AA | Cell borders |
| Section bg | F2F2FB | Section header / row header background (lavender) |
| Input bg | EAEAFF | Editable/input cell background |
| Input text | 4646CE | Editable cell text (indigo) |
| Favorable | 2ECC71 | Positive variance / good KPI delta |
| Unfavorable | E74C3C | Negative variance / bad KPI delta |
| Chart 1 | 0C142B | Actuals (navy) |
| Chart 2 | F93576 | Budget (hot pink) |
| Chart 3 | 00B4D8 | Teal |
| Chart 4 | FFA30F | Amber |
Excel layout:
- Content starts at column B (column A is a narrow gutter)
- Rows 1-6: header banner with navy background, white title text, white subtitle
- Gridlines OFF. Freeze panes at B7.
- Footer as last row with generation date
- Every cell must have font, fill, alignment, and number format set
Number formats: _(* #,##0_);_(* (#,##0);_(* "-"_);_(@_) (default), $#,##0 (dollars), $#,##0.0,,"M" (millions), 0.0% (percent)
Variance coloring: Any cell showing a delta/change: green (2ECC71) if favorable, red (E74C3C) if unfavorable. Apply automatically based on value sign and metric context.
PowerPoint: Navy (0C142B) background, 16:9 widescreen, Poppins font, white text, amber (FFA30F) accent lines, card backgrounds 001F37.
Phase 3: Presentation Generation
- Create PowerPoint with 7 professional slides
- Generate Excel data book
- Embed charts and metrics
- Apply professional formatting
Phase 4: Output
- Save both files to tmp/
- Display summary to user
- Provide file locations
Examples
Generate current quarter insights
/dr-insights
Output:
📊 Generating insights for 2026-Q1...
📊 Fetching P&L trends...
📈 Fetching KPI metrics...
💡 Calculating insights...
📄 Generating PowerPoint presentation...
📋 Generating Excel data book...
✅ Insights generated successfully
==================================================
INSIGHTS GENERATED
==================================================
Period: 2026-Q1
Key Findings: 5
Outputs:
PowerPoint: tmp/Insights_2026-02-03_143022.pptx
Excel: tmp/Insights_Data_2026-02-03_143022.xlsx
==================================================
Generate specific quarter
/dr-insights --year 2025 --quarter Q4
Generate previous month
/dr-insights --period 2026-01
Save to custom location
/dr-insights --year 2025 --quarter Q4 \
--output-pptx reports/Q4_2025_Insights.pptx \
--output-xlsx reports/Q4_2025_Data.xlsx
Use Cases
Board Presentations
/dr-insights --quarter Q4 --year 2025
Executive Dashboard Updates
/dr-insights
Quarterly Business Reviews
/dr-insights --year 2025 --quarter Q4
Investor Communications
/dr-insights --quarter Q4 --year 2025
Department Reviews
/dr-insights
Key Metrics Included
Growth Metrics:
- Revenue MoM/QoQ/YoY growth
- ARR trends
- Net New ARR
Profitability Metrics:
- Gross profit and margin
- Operating expense ratio
- EBITDA
Unit Economics:
- CAC (Customer Acquisition Cost)
- LTV (Lifetime Value)
- LTV/CAC ratio
- Payback period
Cash Metrics:
- Monthly burn rate
- Runway (months of cash)
- Burn multiple (burn rate / revenue)
Churn & Retention:
- Dollar churn
- Percentage churn
- Net revenue retention
Performance
- Small datasets (1-2 years): ~1-2 minutes
- Large datasets (3+ years): ~3-5 minutes
Fast processing via efficient MCP aggregation tools.
Error Handling
"Not authenticated" error
- Connect via Connectors UI ("+" > Connectors > Datarails > Connect)
"No KPI data found" warning
- Agent adapts and focuses on P&L trends
- Recommendations still generated
"Incomplete data for period" warning
- Agent includes available data
- Highlights gaps in report
Related Skills
/dr-anomalies-report - Data quality assessment/dr-reconcile - P&L vs KPI validation/dr-dashboard - Executive KPI monitoring/dr-extract - Full financial data extraction
Advanced Usage
Automated Insights
0 8 * * 1 /dr-insights --env app --output-pptx tmp/weekly_insights.pptx
Comparative Analysis
/dr-insights --year 2025 --quarter Q1 --output-pptx tmp/Q1.pptx
/dr-insights --year 2025 --quarter Q2 --output-pptx tmp/Q2.pptx
Custom Reporting
/dr-insights --env app \
--output-xlsx /shared/reports/latest_analysis.xlsx \
--output-pptx /shared/reports/latest_presentation.pptx
Customization
Insights adapt to client profiles at config/client-profiles/{env}.json:
- Different account hierarchies
- Custom KPI definitions
- Department structures
- Business rules
Modify profile to customize insights.
Data Freshness
Reports include generation timestamp. Data reflects:
- Latest available P&L (typically current month)
- Latest available KPIs (typically current quarter)
- Calculations performed at generation time
For historical comparison, generate reports for multiple periods.
