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db-report

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Generate clear Omni CRM analytics reports.

Data & Analytics#dashboard#chartjs#pipeline health#sla compliance#sql queries#crm reporting#database analytics
Authormichaelayoade
Version1.0.0
Installs0

System Documentation

What problem does it solve?

It helps you turn Omni CRM database data into polished, decision-ready analytical reports without manually writing and formatting complex queries.

Core Features & Use Cases

  • Database-driven reporting: Pulls metrics from Omni CRM using the omni-db MCP server (execute_sql) while consistently filtering soft-deleted rows with is_active = true.
  • Standardized report formatting: Produces reports with a Summary, a Detail table, and actionable Observations, including consistent date, currency (NGN), percentage, and duration formatting.
  • Pre-built analytical templates: Covers common CRM analytics like ticket SLA compliance, pipeline health, campaign performance, agent presence, subscriber growth & churn, projects, and fiber build-out.
  • Optional chart code: Provides Chart.js-ready JavaScript snippets when a time-series or comparison dimension exists.

Quick Start

Ask for a specific report and scope, for example: "Generate a CRM pipeline health report for the last 90 days with a chart of stage counts by month."

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 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: db-report
Download link: https://github.com/michaelayoade/dotmac_crm/archive/main.zip#db-report

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