dr-insights

Generate executive-ready financial insights and trend analysis from financial data.

3|3|Updated Feb 1, 2026
One-click install
npx skills add https://github.com/Datarails/dr-claude-code-plugins-re --skill dr-insights
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: dr-insights
Source: https://github.com/Datarails/dr-claude-code-plugins-re/tree/main/skills/insights
Command: npx skills add https://github.com/Datarails/dr-claude-code-plugins-re --skill dr-insights

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) components.

What problem does it solve?

This Skill automates the creation of executive-ready financial insights, trend analyses, and professional reports, saving significant time and effort in data interpretation and presentation.

Core Features & Use Cases

  • Automated Insight Generation: Analyzes financial data to identify key trends, KPIs, and anomalies.
  • Professional Reporting: Creates both PowerPoint presentations and Excel data books for clear communication.
  • Use Case: Generate a comprehensive quarterly business review presentation and accompanying data workbook automatically, highlighting revenue growth, key performance indicators, and actionable recommendations.

Quick Start

Generate financial insights for the current quarter and save the output to the default temporary directory.

Frequently Asked Questions about dr-insights

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

FAQPage Schema
How do I generate executive financial insights from raw data?

To generate executive financial insights, this Skill analyzes revenue, KPIs, and operational metrics from your financial data to automatically identify key trends and anomalies. It then produces professional reports highlighting financial health and actionable recommendations.

Can I automatically create a PowerPoint presentation from financial data?

Yes, you can automatically create a PowerPoint presentation from financial data. The Skill generates professional, executive-ready presentations complete with trend analysis visualizations and standard Datarails brand styling for clear communication.

How do I export financial trend analysis to Excel?

You can export financial trend analysis to Excel by using this Skill to generate a detailed Excel data book. This data book accompanies the generated insights and presentations, providing a structured workbook for deep-dive analysis.

What is the best way to automate quarterly business review reporting?

The best way to automate quarterly business review reporting is using a Skill that analyzes financial data for revenue growth and KPIs, then automatically generates both a summary presentation and an accompanying Excel data workbook.

Does this financial reporting tool require any specific data format?

This financial reporting tool requires structured financial data to analyze revenue, KPIs, and operational metrics. It processes this data to identify trends and anomalies, outputting the results into formatted PowerPoint and Excel files.

Are there limitations to automating financial data analysis and report generation?

A limitation of automating financial data analysis is that the quality of executive insights depends entirely on the completeness of the input financial data provided. The Skill applies standardized Datarails styling, which may limit custom branding options.