New to Claude Skills? Learn how to install them →

anthropics on GitHub

Sales Brief

OfficialFree

Optimize your sales strategy with data-driven insights.

Get this skill

Free · Opens the source repo

What Sales Brief does

The Sales Brief skill is designed to help businesses analyze their sales data and create actionable content plans based on that analysis. By integrating with PayPal and QuickBooks, this skill pulls transaction data over a specified lookback period (30, 60, or 90 days) to identify top and bottom-selling products. It ranks these products based on total revenue, unit volume, and margin, giving users a clear view of their sales performance.

Once the sales breakdown is complete, the skill checks for seasonality patterns by comparing current sales data with the same period from the previous year. This helps identify any products that may have seasonal spikes or declines, allowing businesses to plan their marketing efforts accordingly. Additionally, the skill provides a 'why analysis' for each product, explaining the factors driving sales changes, such as price adjustments, promotional efforts, or competitive movements.

The output of the Sales Brief skill is a comprehensive two-week content brief that includes recommendations for promoting top sellers and strategies for addressing slow-moving products. This brief outlines suggested marketing angles and channels, along with a content calendar for scheduled posts or emails. The skill ensures that all content plans are subject to owner review before any execution, maintaining control over marketing activities.

This skill is particularly useful for small to medium-sized businesses looking to enhance their sales strategies through data insights. By providing a structured approach to sales analysis and content planning, it empowers users to make informed decisions that can drive revenue growth.

When to use it

Use this skill when you need to analyze sales data and create a marketing content plan based on performance insights.

When not to use it

This skill is not suitable for businesses without access to PayPal or QuickBooks, as it requires at least one of these data sources for analysis.

What you can build with it

Monthly Sales Review

At the end of each month, use the Sales Brief skill to analyze sales data and adjust your marketing strategy accordingly.

Seasonal Campaign Planning

Before a major sales season, run this skill to identify seasonal trends and prepare targeted content for your audience.

Product Launch Strategy

When launching a new product, analyze past sales data to understand potential challenges and create a robust content plan.

How to install Sales Brief

View source

1. Install with the skills CLI

npx skills add anthropics/knowledge-work-plugins/sales-brief --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 sales analysis and content brief. Pull what sold (and what didn't), explain why, and produce a ready-to-use content plan that acts on the data.

Parse arguments:

  • --lookback (default: 30d) — 30d, 60d, or 90d lookback window

Step 1 — Sales breakdown

Using the content-strategy skill workflow for sales analysis:

  1. Pull PayPal transactions for the lookback period grouped by item/service/SKU.
  2. Pull QuickBooks revenue by product/service category.
  3. Rank products by: total revenue, unit volume, and margin (if available in QB).
  4. Calculate each product's share of total revenue vs. prior equivalent period.

Top sellers: products that grew share or maintained top-3 rank. Bottom sellers: products with declining volume or below 5% of revenue.

Step 2 — Seasonality check

  1. Compare current period to same period in prior year (if QB history available).
  2. Flag any items with a seasonal pattern (e.g., spikes in Q4, slow summers).
  3. Note any new products with insufficient history to detect seasonality.

Step 3 — Why analysis

For each top and bottom seller, explain the likely driver:

  • Price change, promo, new channel, seasonal demand, competitor move
  • Cross-reference with HubSpot campaign activity for the period
  • Note where attribution is inferred vs. confirmed

Step 4 — 2-week content brief

Produce a ready-to-use content brief:

2-Week Content Brief — {date range}

PUSH THESE (winners)
• {product}: {suggested angle} — {channel: email|social|both}
• {product}: {suggested angle} — {channel}

CLEAR THESE (slow movers)
• {product}: {promo angle or bundle suggestion} — {channel}

CONTENT CALENDAR
Week 1:
  Mon: {post/email concept}
  Wed: {post/email concept}
  Fri: {post/email concept}
Week 2:
  Mon: {post/email concept}
  Wed: {post/email concept}
  Fri: {post/email concept}

Connector failures

If both QuickBooks and PayPal are unreachable, stop — sales analysis requires at least one revenue source. If only one is connected, run from that source and note "QuickBooks not connected — revenue data from PayPal only" (or vice versa). If HubSpot is missing, skip campaign cross-reference in the "why analysis" and note it.

Approval gates

  • Never auto-schedule or publish content. The brief is for owner review only.
  • Never create Canva assets automatically — offer to generate them after owner approves the brief.

Output

Present the sales analysis, then the content brief. Ask the owner if they'd like to generate Canva assets for any of the planned posts.

Frequently asked questions about Sales Brief

Similar skills