customer-snapshot

Community

Customer intelligence dashboards for call prep

Authoral-stev
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Solutions Engineers need a single, screen-shareable view that aggregates a customer's Jira issues, Slack sentiment, Asana actions, and BigQuery usage so they can prepare for calls, QBRs, and escalations without jumping between tools.

Core Features & Use Cases

  • Deterministic two-stage pipeline: assemble data (assemble.py) and compose folder-based dashboards (compose.py) into customers/<name>/dashboard/.
  • Multi-source aggregation: pulls Jira issues with comments, optional Slack sentiment, Asana actions, and BigQuery usage; normalizes components and parent epics and computes trending/velocity metrics.
  • Professional, shareable output: index.html shell, data.js INTELLIGENCE_DATA, modular panels/, lib/ (ECharts), and history snapshots with internal/external audience toggle.
  • Graceful degradation and diagnostics: panels show empty states when sources are unavailable, and analytics transforms are stubbed with clear reasons.

Quick Start

Invoke the skill with a customer name, for example /customer-snapshot GResearch, to fetch sources, assemble INTELLIGENCE_DATA, and compose a dashboard folder you can open in a browser.

Dependency Matrix

Required Modules

None required

Components

references

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: customer-snapshot
Download link: https://github.com/al-stev/field-eng-skills/archive/main.zip#customer-snapshot

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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