Client Reporting Pack Generator

    2

    Transform raw KPI data into executive-ready client reports with automated summaries and strategic recommendations.

    $5

    30-day refund guarantee

    Secure checkout via Stripe

    1 installSecurity scanned

    Works with the AI tools you already use

    CClaude CodeCCursorCCodex CLIGGitHub CopilotGGemini CLI+17 more

    See it in action

    You say

    Generate a March 2026 report for Smith & Co Plumbing using sample_metrics.csv. Goals are to increase qualified leads and reduce CPL. Output to report.md.

    Your agent does

    # Report: Smith & Co Plumbing (2026-03) ## Executive Summary Qualified leads increased by 15% WoW, while CPL dropped to $12.40. ## Wins - Efficient scaling of search campaigns. ## Recommendations - Reallocate budget from underperforming display ads to high-intent search terms.

    What you get

    Convert raw CSV/JSON exports into formatted Markdown executive summariesAutomate anomaly detection and performance analysis for agency clientsGenerate machine-readable JSON reports for internal dashboard ingestionCreate goal-oriented recommendations based on period-over-period trends

    About this skill

    What it does

    This skill automates the transformation of raw KPI data (CSV or JSON) into professional, executive-ready client reporting packs. It analyzes metrics to generate high-level summaries, identifies wins and losses, detects anomalies, and provides strategic next-step recommendations.

    Why use this skill

    Manual reporting is time-consuming and prone to human oversight. This skill goes beyond basic data visualization by applying analytical guardrails that ensure recommendations are tied directly to metric movements. It eliminates "hallucinated" data by strictly adhering to provided files and explicitly flagging missing baselines instead of guessing.

    Supported tools

    • Works with any CSV or JSON metrics export.
    • Output formats include Markdown for human readability and JSON for programmatic integration.
    • Lightweight Python implementation with no external dependencies.

    The Output

    The result is a structured report featuring a high-level executive summary, a breakdown of performance against specific client goals, and actionable insights based on the reporting period's data trends.

    How to install

    Drop the file into your AI Agent. Works with Claude, Cursor, ChatGPT, and 20+ more.

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