Agent skill

executive-summary

Generate a consolidated KPI executive summary with narrative

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Forks 31

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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