quarterly-review

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