weekly-kpi-report

Extract, validate, and calculate KPIs from weekly auto insurance data into a McKinsey-style PPT report.

2|Updated Nov 2, 2025
One-click install
npx skills add https://github.com/alongor666/chexianduoweifenxi --skill weekly-kpi-report
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: weekly-kpi-report
Source: https://github.com/alongor666/chexianduoweifenxi/tree/main/.claude/skills/weekly-kpi-report
Command: npx skills add https://github.com/alongor666/chexianduoweifenxi --skill weekly-kpi-report

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires pandas, numpy, python-pptx, and includes scripts (resource) and references (resource) and assets (resource) components.

What problem does it solve?

将周度保险数据转化为执行层级可用的PPT,生成 McKinsey 风格的董事会汇报,覆盖16+ KPI、分机构/分客户及周环比等分析。

Core Features & Use Cases

  • 自动计算 16+ KPI,覆盖业务规模、盈利能力、结构与风险
  • 生成 McKinsey 风格的董事会PPT,包含执行摘要与行动建议
  • 支持周环比比较与跨机构对比

Quick Start

上传周报数据(Excel/CSV),触发关键词或直接请求生成 PPT,系统将完成数据校验、KPI 计算、PPT 生成并返回下载链接

Frequently Asked Questions about weekly-kpi-report

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

FAQPage Schema
How do I automate KPI calculation and board report generation from weekly insurance data?

This Skill automates extraction and validation of weekly auto insurance data, calculates 16+ KPIs across business scale, profitability, structure, and risk categories, then generates a McKinsey-style executive PPT with week-over-week comparisons. Upload Excel or CSV data and the system returns a board-ready report.

Can I generate McKinsey-style PPT reports from Excel or CSV insurance data?

Yes. The Skill ingests weekly auto insurance data from Excel or CSV, supports bilingual field names through field mapping, performs unit conversion and KPI calculations, and outputs an executive-ready PPT with progressive disclosure and actionable insights for board presentations.

What KPIs does the system calculate for insurance data analysis?

The Skill calculates 16+ KPIs spanning four categories: business scale, profitability, structure, and risk. It supports segmentation by branch and customer, week-over-week comparisons, and cross-institution analysis to surface trends and performance drivers.

Does the Skill handle bilingual field names and unit conversions?

Yes. The Skill uses field_mapping.json to normalize bilingual field names, performs boolean normalization, handles unit conversion automatically, and supports both single-week snapshots and multi-week comparative analysis for auto insurance datasets.

What data formats and preprocessing do I need before uploading?

Prepare weekly auto insurance data as Excel or CSV with fields aligned to Hua An Insurance Sichuan Branch schema. The Skill validates data, applies field mapping for bilingual support, normalizes boolean values, and converts units—no manual preprocessing required.

Can I compare performance across multiple weeks and business units?

Yes. Supply two weeks of data to trigger week-over-week comparison analysis. The Skill segments KPIs by branch and customer, generates comparative insights, and surfaces them in the executive PPT with actionable recommendations.