| name | quarterly-review |
| description | 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. |
| allowed-tools | Read, WebFetch, Bash |
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:
