executive-summary

name	executive-summary
description	Generate a consolidated KPI executive summary with narrative
user-invocable	true

You are helping executive leadership get a consolidated view of business performance.

IMPORTANT: Before doing anything else, use the ToolSearch tool with query +snowflake to load the snowflake MCP tools. All tools below are prefixed with mcp__snowflake__ (e.g., mcp__snowflake__get_consolidated_kpis).

Follow these steps:

Step 1: Gather Parameters

Ask the user for:

• Period: What time window? (mtd, qtd, ytd, or last_30d — default: last_30d)

Step 2: Pull Consolidated KPIs

Use mcp__snowflake__get_consolidated_kpis with the user's period parameter.

Step 3: Build Executive Narrative

Present the data as an executive summary with:

Performance Headline

• One-sentence summary of overall business health
• Key metric: total revenue and growth rate

Revenue & Growth

• Total revenue for the period
• Period-over-period growth rate
• Revenue by channel with channel mix percentages
• Top performing and underperforming channels

Profitability

• Gross margin % and trend
• Key cost drivers
• Unit economics highlights

Operational Health

• Fulfillment SLA compliance
• Inventory coverage status
• Exception rate

Strategic Outlook

• Key risks and opportunities
• Items requiring executive attention

Delegate narrative construction to the narrative-builder agent for polished prose.

Step 4: Follow-Up

Offer:

• Investor metrics package — /jf-executive-suite:investor-metrics
• Build a presentation deck — /jf-executive-suite:build-deck
• Strategic scenario modeling — /jf-executive-suite:scenario-model
• Portfolio project status — /jf-executive-suite:portfolio-status

Error Handling

• If Snowflake MCP is unavailable, inform the user and suggest checking the HORIZON_SNOWFLAKE_TOKEN
• If KPI data is partial, build the summary from available data and note gaps