Skill1.5k repo starsupdated yesterday

weekly-crm-report

The weekly-crm-report skill processes a CSV export from a CRM system by removing duplicate rows and calculating regional revenue totals, then outputs a structured JSON summary. Use it when you need to clean raw weekly CRM exports and generate regional sales reports with deduplication and aggregated revenue figures per region.

View source Repository: agent-skill-creator

Install in Claude Code

Copy

git clone --depth 1 https://github.com/FrancyJGLisboa/agent-skill-creator /tmp/weekly-crm-report && cp -r /tmp/weekly-crm-report/references/examples/weekly-crm-report ~/.claude/skills/weekly-crm-report

Then start a new Claude Code session; the skill loads automatically.

Definition

SKILL.md

# Weekly CRM Report

Turn a raw weekly CRM export (CSV) into a clean regional sales summary: drop
duplicate rows, total revenue per region, and emit a structured JSON summary an
agent can narrate or hand to a PDF/dashboard step.

This is a bundled **example** skill — small but real, and used to demonstrate the
creator's validation, pipeline, and eval-rollout machinery end to end.

## Activation

Activates on requests like "clean this CRM export", "weekly sales report",
"regional totals from this CSV". Do **not** activate on general spreadsheet or
analytics questions that don't involve a CRM export.

## Input

A CSV with at least `region` and `amount` columns (extra columns are ignored).
Duplicate rows (identical across all columns) are removed before totalling.

## Run

One command produces the summary:

```bash
python3 scripts/run_pipeline.py --input <export.csv> --output summary.json
```

Output JSON shape:

```json
{
  "rows_in": 120,
  "rows_after_dedup": 118,
  "regions": {"West": 40210.5, "East": 38110.0},
  "grand_total": 78320.5
}
```

## Anti-goals

- Not a general BI tool; it totals one numeric column per region.
- Does not fetch from a live CRM API; it operates on an exported CSV.