monthly-report

Automating monthly report generation for CPG customers requires connecting to a SmartModel workbook to extract financial summaries, variance analysis, customer retention cohorts, and LTV data. This Skill retrieves the data and formats the report automatically, eliminating manual entry and ensuring consistency.

A CPG monthly report includes YoY and MoM narratives, margins, balance sheet and cash flow analysis, variance analysis, customer retention cohorts, and LTV calculations. These components provide a comprehensive financial overview based on the underlying SmartModel data.

Yes, you need access to the customer's SmartModel workbook to generate financial summaries. The Skill utilizes the SmartModel protocol and related skills for data retrieval and analysis, requiring this workbook as the primary data source.

Yes, you can calculate customer retention cohorts and LTV using SmartModel data. The Skill processes the workbook information to produce these metrics alongside variance analysis and cash flow summaries within the monthly report.

To request a monthly summary report, ask Claude to generate the report for a specific customer and reporting month. You can phrase it as requesting the monthly report for a customer or asking to do the numbers for a specific month.

The Skill is limited to analyzing data within the SmartModel workbook and cannot generate reports without it. It relies on SmartModel protocols for data retrieval, meaning any missing financial data or LTV metrics in the workbook will not appear in the final monthly report.