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Quarterly Review

OfficialFree

Generate comprehensive quarterly business reviews effortlessly.

by anthropics23.4k stars on anthropics/knowledge-work-plugins
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Updated Aug 10, 2026
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Free · Opens the source repo

What Quarterly Review does

The Quarterly Review skill automates the creation of a detailed quarterly business review (QBR) by synthesizing financial, sales, and customer data into a cohesive narrative. Designed for business analysts and managers, this tool pulls critical data from systems like QuickBooks and HubSpot to provide insights into revenue trends, margin changes, customer health, and potential opportunities and risks for the upcoming quarter.

To use the skill, simply specify the quarter you want to review and the location to save the output. The skill will first gather financial performance data, including revenue, cost of goods sold, and net margins, comparing them to previous periods to highlight trends. It then assesses customer health by analyzing deal data, helping to identify churn risks and acquisition costs. This comprehensive approach ensures that the QBR narrative is not only data-driven but also actionable.

Once the data is collected, the skill generates a structured narrative of 500 to 800 words, summarizing key findings and insights. The final output is a presentation-ready document that includes formatted narratives and essential charts, which can be saved to your preferred location, such as Google Drive or your desktop. This allows for easy sharing and review by stakeholders before any publication.

The skill is particularly beneficial for those who need to present business performance clearly and effectively, making it an invaluable tool for quarterly planning and strategy sessions.

When to use it

Use this skill when preparing for quarterly business reviews to ensure a comprehensive analysis of financial and customer data.

When not to use it

This skill may not be suitable if you lack access to QuickBooks or HubSpot data, as it relies on these sources for accurate reporting.

What you can build with it

Preparing for Board Meetings

Use the skill to generate a comprehensive QBR that can be presented to the board, ensuring all financial and customer insights are readily available.

Quarterly Strategy Sessions

Leverage the skill to inform strategy discussions by providing a clear narrative of past performance and future opportunities.

Stakeholder Updates

Create a polished report for stakeholders that summarizes key metrics and insights, facilitating informed decision-making.

How to install Quarterly Review

View source

1. Install with the skills CLI

npx skills add anthropics/knowledge-work-plugins/quarterly-review --agent claude-code

2. Or install it manually

Download the skill folder and drop it into ~/.claude/skills/ for all projects, or .claude/skills/ to scope it to one repo. Restart Claude Code so it picks up the new skill.

Anthropic's agentic coding CLI, and the reference implementation of Agent Skills. Drop a skill folder into ~/.claude/skills and Claude Code loads it automatically whenever a task matches the skill's description. Claude Code docs

Inside SKILL.md

Written by anthropics

Run the quarterly business review. Pull financial, sales, and customer data for the quarter, synthesize it into a narrative, and produce a presentation-ready document.

Parse arguments:

  • --quarter (default: previous calendar quarter) — format YYYY-QN (e.g., 2026-Q1)
  • --save-to (default: files) — files (Google Drive / OneDrive), desktop, or both

Step 1 — Financial performance

Using the business-pulse skill in deep mode:

  1. Pull QuickBooks P&L for the quarter: revenue, COGS, gross margin, operating expenses, net margin.
  2. Compare to prior quarter and same quarter last year (if available).
  3. Pull PayPal settlements for the same period to validate QB revenue.
  4. Calculate: revenue growth %, margin change in points, top 3 revenue categories.

Step 2 — Customer health

  1. Pull HubSpot deal data: new customers won, churned, average deal size, pipeline entering next quarter.
  2. Calculate customer acquisition cost (if data available) and revenue per customer.
  3. Flag any customers representing >20% of revenue (concentration risk).

Step 3 — Top opportunities

Identify 3 specific opportunities for next quarter based on the data:

  • Revenue upside (category, customer segment, or channel to double down on)
  • Margin upside (cost to cut or price to raise)
  • Customer upside (segment to target or churn to reduce)

Step 4 — Top risks

Identify 3 specific risks for next quarter:

  • Revenue risk (concentration, trend, seasonality)
  • Margin risk (rising cost, pricing pressure)
  • Operational risk (pipeline gap, vendor dependency)

Step 5 — QBR narrative

Write a 500–800 word narrative in plain business English with this structure:

  1. Quarter headline (one sentence)
  2. Revenue story (trend + why)
  3. Margin story (trend + why)
  4. Customer story (health + pipeline)
  5. Three opportunities
  6. Three risks
  7. One-paragraph call to action for next quarter

Step 6 — Export

Generate:

  1. qbr-{YYYY-QN}.pdf — formatted narrative + key charts (as ASCII tables if no chart tool available)
  2. Save to --save-to location

Connector failures

If QuickBooks is unreachable, stop — the QBR requires QB financial data as the foundation. If PayPal is missing, skip cross-validation and note "PayPal not connected — revenue validated from QB only." If HubSpot is missing, skip customer health (Step 2) and note "HubSpot not connected — customer health section skipped."

Approval gates

  • Never publish or email the QBR automatically. Always display for owner review first.
  • Flag if any data source returns incomplete data — note gaps in the narrative.

Output

Present the narrative in-line, then confirm export. End with a one-paragraph "what to focus on next quarter" summary.

Frequently asked questions about Quarterly Review

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