weekpi-html

Generate interactive HTML dashboards from weekly insurance data.

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

SYSTEM DOCUMENTATION & REQUIREMENTS

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

What problem does it solve?

将周报数据转化为可交互的网页仪表盘,帮助快速洞察趋势、对比以及按机构/客户类别的分组分析,支持离线本地使用。

Core Features & Use Cases

  • 多格式输入支持(Excel/CSV/JSON/DuckDB),灵活接入数据源
  • 5个标签页:经营概览、保费进度、变动成本、损失暴露、费用支出,含下钻分析
  • 单文件输出,离线浏览,无需服务器

Quick Start

在 scripts 目录执行 generate_html_dashboard.py,传入数据文件、周次、机构名称与配置目录(references),示例:python generate_html_dashboard.py data.xlsx 49 四川分公司 ./references

Frequently Asked Questions about weekpi-html

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

FAQPage Schema
How do I convert weekly insurance data into an interactive HTML dashboard?

Generate interactive HTML dashboards directly from Excel, CSV, JSON, or DuckDB files using Python and pandas. The Skill processes raw or pre-processed data, calculates KPIs like payout rate and loss rate, and outputs a self-contained HTML file with five tabs (Overview, Premium Progress, Variations, Loss Exposure, Expenses) and drill-down analysis by organization and customer category.

What input data formats does this dashboard generator support?

The dashboard generator accepts Excel, CSV, JSON, and DuckDB as input formats. It works with both raw data and pre-processed CSV files, applying configurable thresholds and plans to compute KPIs automatically during HTML generation.

Can I drill down by organization or customer category in the dashboard?

Yes, the generated dashboard supports drill-down analysis by organization and customer category across all five tabs. Users can filter and compare trends interactively within the responsive McKinsey-style UI without requiring a server.

How do I get started generating a dashboard with my weekly data?

Run the generate_html_dashboard.py script from the scripts directory, passing your data file (Excel/CSV), week number, organization name, and path to the references configuration folder. For example: python generate_html_dashboard.py data.xlsx 49 organization_name ./references

What KPI metrics does the dashboard calculate automatically?

The dashboard computes key insurance metrics including full payout rate, cost rate, variable cost rate, loss rate, and per-claim average. These are derived from raw or pre-processed input data using configurable thresholds and plans defined in your references folder.

Do I need a server to view the generated dashboard offline?

No, the dashboard outputs a self-contained HTML file that renders entirely in your browser without requiring a server. This enables offline local use and distribution as a single file across teams.