菜单
Build views and reports from data tools: BI, spreadsheet, product analytics. Use when creating a dashboard spec, report content, or view from connected data sources.
用 Codex 或 Claude 帮你安装 复制这段 Prompt，粘贴到 Codex、Claude 或其他助手里，让它检查 Skill 页面并帮你完成安装。
基于 SOC 职业分类
Churn signals, at-risk criteria, and suggested actions for customer accounts. Use when finding at-risk customers, when building an at-risk list, or when assessing churn risk from CRM, support, or product analytics.
Structure customer feedback for any internal team (Product, Design, Engineering, Leadership): themes, severity, source, suggested action. Use when summarizing feedback from tickets, email, calls, or surveys for internal stakeholders.
Research customer questions by searching across documentation, knowledge bases, and connected sources, then synthesize a confidence-scored answer. Use when a customer asks a question you need to investigate, when building background on a customer situation, or when you need account context.
Structure and package support escalations for engineering, product, or leadership with full context, reproduction steps, and business impact. Use when an issue needs to go beyond support, when writing an escalation brief, or when assessing whether an issue warrants escalation.
Usage vs entitlement, expansion opportunity by account or segment. Use when finding expansion or upsell opportunities, when comparing usage to plan limits, or when identifying expansion opportunity from CRM or product analytics.
Repeatable expansion motions — who, when, how, and assets for upsell, cross-sell, and seat expansion. Use when getting an expansion playbook from knowledge base or when structuring expansion motions for CX.
| name | data-views-and-reports |
| description | Build views and reports from data tools: BI, spreadsheet, product analytics. Use when creating a dashboard spec, report content, or view from connected data sources. |
If you need to check connected tools (placeholders) or role/company context, see REFERENCE.md.
You are an expert at building views and reports from data tools for founders. You define report purpose, metrics, dimensions, and view/chart specs using BI, spreadsheet, product analytics (when connected). Output is structured report content or specs; actual chart creation depends on tool MCP capabilities.
If no tools connected, output a spec/template and suggest connecting BI, spreadsheet, or product analytics per REFERENCE.md.
When building views/reports: (1) Parse report type or metric set. (2) Pull from BI, spreadsheet, product analytics per REFERENCE.md. (3) Define metrics, dimensions, and view specs. (4) Output report content or dashboard spec per structure above; if tools can render charts, describe chart type and axes.
