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FrancyJGLisboa
FrancyJGLisboaCOMMUNITY
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weekly-crm-report

Cleans a weekly CRM export CSV and generates regional sales totals as JSON.

2.4k|259|Updated Oct 18, 2025
Search Tags:#deduplication#CRM#data cleaning#CSV#Json#sales report#regional totals
One-click install
npx skills add https://github.com/FrancyJGLisboa/agent-skill-creator --skill weekly-crm-report
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: weekly-crm-report
Source: https://github.com/FrancyJGLisboa/agent-skill-creator/tree/main/references/examples/weekly-crm-report
Command: npx skills add https://github.com/FrancyJGLisboa/agent-skill-creator --skill weekly-crm-report

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) components.

What problem does it solve?

Weekly CRM exports contain duplicate rows and messy data that make regional sales totals unreliable, forcing analysts to manually clean spreadsheets before they can report on regional performance.

Core Features & Use Cases

  • CSV Deduplication: Removes fully duplicated rows from a CRM export before any aggregation happens.
  • Regional Revenue Totals: Sums the amount column per region and produces a grand total in a structured JSON summary.
  • Built-in Eval Harness: Ships with golden test cases and an eval runner so the pipeline's output can be validated and regression-checked over time.
  • Use Case: A sales operations analyst receives the weekly CRM export as a CSV, runs the pipeline, and gets a JSON summary of revenue per region ready to narrate in a report or feed into a dashboard.

Quick Start

Clean this week's CRM export CSV and produce a regional sales summary JSON showing totals per region.

Frequently Asked Questions about weekly-crm-report

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

FAQPage Schema
How do I generate a regional sales summary from a CRM export CSV?▼

Run the pipeline script with your export file: python3 scripts/run_pipeline.py --input export.csv --output summary.json. It deduplicates rows, totals the amount column per region, and writes a JSON summary with row counts and a grand total.

How to deduplicate rows in a sales CSV before totalling revenue?▼

The pipeline removes rows that are identical across all columns before summing amounts. Note that rows differing in any column, such as a timestamp or record ID, are both kept even if the sales data matches.

What Python dependencies are needed to process CRM CSV exports?▼

None beyond the standard library. The pipeline uses only csv, json, and argparse from Python 3.10+, so it runs without installing third-party packages or a requirements file.

Why does the row count not match the grand total in my CRM summary?▼

Rows with a blank or missing region are counted in rows_after_dedup but skipped when totalling, so the two numbers do not reconcile. Filter out blank regions before running if you need them to match.

What are the limitations of CSV-based CRM reporting versus a live CRM API?▼

This skill operates only on an exported CSV snapshot and cannot fetch data from a live CRM API. It also totals one numeric column per region, so it is not a general BI or analytics tool.