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quarterly-review

Generate a quarterly business review narrative with revenue, margin, customer health, opportunities, and risks.

Updated May 20, 2026
Search Tags:#financial analysis#hubspot#quickbooks#business review#customer health#qbr#pdf deck
One-click install
npx skills add https://github.com/paywhereb/paywhere-claude-plugins --skill quarterly-review-paywhereb
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: quarterly-review
Source: https://github.com/paywhereb/paywhere-claude-plugins/tree/main/paywhere-smb/skills/quarterly-review
Command: npx skills add https://github.com/paywhereb/paywhere-claude-plugins --skill quarterly-review-paywhereb

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

It turns messy, multi-source quarterly data into a polished QBR narrative you can present, including revenue, margin, customer health, opportunities, and risks.

Core Features & Use Cases

  • QBR narrative generation: Produces a 500–800 word executive-style narrative with a clear business structure for leadership review.
  • Multi-system data synthesis: Pulls and cross-validates QuickBooks P&L and Paywhere cash inflows, and optionally enriches customer health from HubSpot.
  • Presentation-ready export: Exports a presentation-ready PDF titled by quarter (qbr-YYYY-QN.pdf) and supports saving to files, desktop, or both.

Quick Start

Run quarterly-review for 2026-Q1 and save the resulting QBR deck to desktop.

Frequently Asked Questions about quarterly-review

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

FAQPage Schema
How do I generate a quarterly business review narrative from QuickBooks and HubSpot data?▼

Generate a QBR narrative by synthesizing QuickBooks financials, Paywhere cash transactions, and HubSpot customer data into a 500 to 800 word executive summary covering revenue, margin, and risks.

What is the best way to automate QBR PDF deck creation for executive reporting?▼

Automate QBR PDF deck creation by running a quarterly review that exports a presentation-ready PDF titled by quarter, such as qbr-YYYY-QN.pdf, directly to your desktop or files.

Can I create a customer health and financial trends report without connecting all data sources?▼

Yes, the QBR narrative handles missing connector failures by omitting unavailable sections rather than inventing data, though HubSpot customer data is optional for enriching customer health.

Does quarterly review require manual approval before exporting the final business review?▼

Yes, the QBR generation workflow enforces owner-review approval gates before finalizing the executive-ready narrative to ensure synthesized financial and customer data accuracy.

How do I run a deep mode financial analysis for a specific quarter?▼

Run a deep mode financial analysis for a specific quarter by passing the quarter period as an argument to the business-pulse integration, which synthesizes the QBR narrative.

What file formats and save options are supported for exporting the quarterly business review?▼

The quarterly business review exports as a presentation-ready PDF, supporting saves to files, desktop, or both, with filenames automatically titled by the specified quarter.

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