db-report

Generate formatted analytical reports from the DotMac Omni CRM database via safe SQL queries.

Updated Feb 3, 2026
One-click install
npx skills add https://github.com/michaelayoade/dotmac_crm --skill db-report
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: db-report
Source: https://github.com/michaelayoade/dotmac_crm/tree/main/.claude/skills/db-report
Command: npx skills add https://github.com/michaelayoade/dotmac_crm --skill db-report

SYSTEM DOCUMENTATION & REQUIREMENTS

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."

Frequently Asked Questions about db-report

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I generate CRM analytics reports from an SQL database without writing manual queries?

You can generate CRM analytics reports by translating plain English report requests into safe SQL queries, which then output structured markdown summaries, detail tables, and observations. This process handles recurring analytics tasks like ticket SLA and pipeline health automatically.

What is the best way to track CRM pipeline health and conversion funnels?

Tracking CRM pipeline health involves querying your database for stage counts and conversion metrics over a specific time period, then formatting the results into a structured report. You can also generate Chart.js snippets to visualize time-series and comparison data for pipeline health.

Can I visualize database analytics results using Chart.js?

Yes, when your database analytics request involves a time-series or comparison dimension, the system can optionally emit Chart.js-ready JavaScript code. This allows you to directly visualize metrics like subscriber churn or ticket volume over time in your dashboard.

How do I format NGN currency and filter active records in database reporting?

Database reporting standardizes formatting by applying NGN currency, percentages, and durations consistently across all outputs. It also ensures data accuracy by automatically filtering soft-deleted rows using the is_active = true condition in all SQL queries.

Does database reporting work with the omni-db MCP server?

Yes, database reporting requires using the omni-db MCP server's execute_sql function to run all SQL queries against the DotMac Omni CRM database. This integration ensures queries are executed safely and return data for your analytical reports.

What types of CRM metrics can I analyze with automated database reporting?

Automated database reporting covers ticket SLA compliance, pipeline health, inbox performance, agent presence, subscriber churn, project delivery, and fiber build-out progress. These pre-built analytical templates pull metrics directly from the Omni CRM database.