Client Dashboard / KPI Report — SKILL.md

What This Skill Does

Generates a client-facing executive KPI dashboard from QuickBooks Online data. Produces an Excel workbook with traffic-light scoring, 6-month trend sparklines, client-specific watch items, and a CDC log tracking KPI changes month-over-month.

When To Use

• Monthly close is complete and it's time to generate the client dashboard
• User asks for KPI report, dashboard, or executive summary for any client
• After running P&L Quick Compare and bank rec — this is the final deliverable step

When NOT To Use

• NOT a substitute for P&L Quick Compare (different purpose — this is executive summary, not variance analysis)
• NOT for mid-month snapshots — designed for complete monthly periods
• NOT for YTD / annual reports — use P&L Deep Analysis for those
• NOT for clients without QBO integration (no data source)