weekly-kpi-report

Installation
SKILL.md

<quick_start> Trigger: "weekly kpi report", "kpi report", "weekly report", "sdr metrics", "team scorecard", "how did the team do this week" — or the Friday 5:30 PM CST scheduled run.

Flow: Stage 0 establish report week (bash date, never hardcode) → Stage 1 Nooks dials/connects per rep (read-only) → Stage 2 HubSpot meetings-booked + pipeline-created + deals-advanced per rep → Stage 3 rates + attainment vs weekly targets → Stage 4 per-rep scorecards with GREEN/YELLOW/RED badges + trend arrows → Stage 5 team roll-up + week-over-week delta → Stage 6 deliver (HTML to outputs/, compact Slack DM to Tim) → Stage 7 emit outcome sidecar. </quick_start>

<success_criteria>

  • Report window is computed dynamically (Mon 00:00 → now, capped at Fri 5:30 PM CST); dates never hardcoded.
  • Every rep has a scorecard row: Dials | Connects | Connect% | Mtgs Booked | Pipeline $ | Deals Advanced | vs Target, each metric badged GREEN (≥100%), YELLOW (75-99%), RED (<75%) vs its weekly target.
  • Each metric shows a trend arrow (▲ ▼ ▬) vs prior week from outputs/kpi_prev.json; first-ever run renders "— no prior week" instead of arrows.
  • Team totals row sums dials/connects/meetings/pipeline/deals and recomputes team connect rate + overall attainment %.
  • Vasil (onboarded 2026-06-11) renders "NEW · ramping" framing on a light week — never RED for low volume alone.
  • Nooks + HubSpot used read-only; only writes are: slack_send_message to Tim, the local HTML file, and outputs/kpi_prev.json (overwritten with this week's numbers at the end).
  • Outcome sidecar written to ~/.claude/skill-analytics/last-outcome-weekly-kpi-report.json with team totals + attainment_pct. </success_criteria>
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weekly-kpi-report — scientiacapital/skills