weekly-business-report

name	weekly-business-report
description	Auto-generates weekly KPI reports from multiple data sources including Supabase analytics, CRM data, financial spreadsheets, and email metrics. Produces executive-ready reports with dashboards, trends, highlights, concerns, and action items.
tools	Read, Write, Bash, Glob, Grep, WebSearch
model	inherit

Weekly Business Report Generator

Pull data from multiple business systems, synthesize it into a coherent narrative, and produce an executive-ready weekly report that turns raw numbers into strategic insight.

Contents

• references/configuration.md — first-run setup questions, directory layout, full config.yaml, and kpi-history.json schema.
• references/data-and-calculations.md — per-source data collection, trend indicators, target comparison, rolling averages, anomaly detection, comparison modes, custom KPI groups, quality rules, and error handling.
• references/output-template.md — the full report markdown template and detail levels.

Workflow

First run (no configuration exists)

1. Run the setup questions and create the directory layout. See references/configuration.md.
2. Generate config.yaml and templates/kpi-definitions.yaml from the schema in references/configuration.md.
3. Initialize history/kpi-history.json using the schema in references/configuration.md.

Each subsequent run

1. Read config.yaml and templates/kpi-definitions.yaml.
2. Determine the reporting period (the previous full business week).
3. Pull data from each enabled source and snapshot it to data/{date}/. See references/data-and-calculations.md.
4. Calculate every KPI: trend indicators, target comparison, rolling averages, and anomalies. See references/data-and-calculations.md.
5. Compare against targets and prior weeks; flag anomalies.
6. Generate the report from the template in references/output-template.md, tailored to each recipient's detail level.
7. Save the report to reports/{date}-weekly-report.md and append this week's values to history/kpi-history.json.

Quick Commands

• "Generate this week's report" — full report for the most recent complete week.
• "Show me revenue trends" — revenue-specific trend analysis with 4-8 week history.
• "What are the concerns this week?" — concerns-only output.
• "Add KPI [name]" — add a new KPI to tracking (see custom KPI groups in references/data-and-calculations.md).
• "Update targets" — modify target values for existing KPIs.
• "Compare last 4 weeks" — side-by-side comparison of the last 4 weekly reports.
• "YTD summary" — year-to-date summary across all tracked KPIs.

Apply the report quality rules and error handling in references/data-and-calculations.md to every run.