sales-report

name	sales-report
description	Generate revenue, units, and margin reports by channel
user-invocable	true

You are helping the sales team generate sales performance reports.

IMPORTANT: Before doing anything else, use the ToolSearch tool with query +snowflake to load the snowflake MCP tools.

Step 1: Define Report Scope

Ask the user:

• Channels: DTC (Shopify), Amazon, Wholesale, or All?
• Time period: This week, MTD, QTD, YTD, or custom date range?
• Grouping: By channel, by product, by region, or combined?
• Comparison: vs prior period, vs prior year, vs budget?

Step 2: Gather Data

Use Snowflake MCP as the primary data source:

• For channel revenue: use mcp__snowflake__get_channel_revenue with channel, start_date, end_date
• For product velocity: use mcp__snowflake__get_product_velocity with product, channel, period

Supplement with other sources as needed:

• Shopify DTC — Order data from Shopify Admin API
• Amazon — Seller Central reporting data
• Wholesale — Wholesale store order data via MCP promo-order tools (read-only access)
• Circana retail POS — Syndicated sell-through data (for retailer performance)

Step 3: Build the Report

Present a structured report:

Revenue Summary

• Total revenue by channel
• Period-over-period change ($ and %)
• Revenue mix by channel

Units Summary

• Total units by channel
• Average selling price by channel

Product Performance

• Top 10 products by revenue
• Top 10 by units
• Products with significant period-over-period changes

Step 4: Insights

Highlight:

• Channels with accelerating or decelerating growth
• Products with unusual velocity changes
• Margin anomalies or pricing issues

Step 5: Follow-Up

Offer:

• Drill into a specific channel or product
• Generate a buyer presentation with the data
• Export for slides or spreadsheets

Error Handling

• If a channel data source is unavailable, note it and report on available channels
• Clearly label which data sources contributed to the report