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) — formatYYYY-QN(e.g.,2026-Q1)--save-to(default:files) —files(Google Drive / OneDrive),desktop, orboth
Step 1 — Financial performance
Using the business-pulse skill in deep mode:
- Pull QuickBooks P&L for the quarter: revenue, COGS, gross margin, operating expenses, net margin.
- Compare to prior quarter and same quarter last year (if available).
- Pull PayPal settlements for the same period to validate QB revenue.
- Calculate: revenue growth %, margin change in points, top 3 revenue categories.
Step 2 — Customer health
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