Agent skill
executive-summary
Generate a consolidated KPI executive summary with narrative
Install this agent skill to your Project
npx add-skill https://github.com/majiayu000/claude-skill-registry/tree/main/skills/other/other/executive-summary
SKILL.md
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
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