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Quarterly Review Builder

Puts together a full quarterly business review with results, wins, and next steps.

by indranilbanerjee · ★ 909 on GitHub

View on GitHub ↗ How to install it

What it does

Give Claude your quarter's goals, actual results, budget, and notable events. Claude builds a narrative covering what worked, what didn't, and why, plus a plan for next quarter. You get a presentation-ready quarterly review package.

Who it’s for

A good fit for marketers, founders and anyone promoting a business and anyone working with Word, PDF, Excel or PowerPoint files.

Marketing Documents & Office Files

Do you need to code?

No. You can use this without writing or editing any code.

How to install

Add it as a skill, or as part of its plugin. This skill also ships inside a plugin, so you can upload just this skill to Claude, or install the whole plugin it comes in. See the step-by-step guide.

Safety note

Reads data and files you provide.

As with any add-on, only install skills from sources you trust, and read what it does first.

License

MIT

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