From b101bfe546149360701db3aada580e71ee3aa9e2 Mon Sep 17 00:00:00 2001 From: Zhongwei Li Date: Sat, 29 Nov 2025 18:31:31 +0800 Subject: [PATCH] Initial commit --- .claude-plugin/plugin.json | 25 ++++++++ README.md | 3 + agents/pipeline-analytics-lead.md | 27 ++++++++ agents/revenue-forecasting-analyst.md | 27 ++++++++ agents/revenue-intelligence-director.md | 28 ++++++++ commands/build-forecast-scenarios.md | 34 ++++++++++ commands/inspect-pipeline-levers.md | 34 ++++++++++ commands/monitor-revenue-health.md | 34 ++++++++++ plugin.lock.json | 81 ++++++++++++++++++++++++ skills/cohort-analysis/SKILL.md | 31 +++++++++ skills/deal-quality-model/SKILL.md | 31 +++++++++ skills/exec-briefing-kit/SKILL.md | 30 +++++++++ skills/revenue-health-dashboard/SKILL.md | 30 +++++++++ 13 files changed, 415 insertions(+) create mode 100644 .claude-plugin/plugin.json create mode 100644 README.md create mode 100644 agents/pipeline-analytics-lead.md create mode 100644 agents/revenue-forecasting-analyst.md create mode 100644 agents/revenue-intelligence-director.md create mode 100644 commands/build-forecast-scenarios.md create mode 100644 commands/inspect-pipeline-levers.md create mode 100644 commands/monitor-revenue-health.md create mode 100644 plugin.lock.json create mode 100644 skills/cohort-analysis/SKILL.md create mode 100644 skills/deal-quality-model/SKILL.md create mode 100644 skills/exec-briefing-kit/SKILL.md create mode 100644 skills/revenue-health-dashboard/SKILL.md diff --git a/.claude-plugin/plugin.json b/.claude-plugin/plugin.json new file mode 100644 index 0000000..2f39beb --- /dev/null +++ b/.claude-plugin/plugin.json @@ -0,0 +1,25 @@ +{ + "name": "revenue-analytics", + "description": "Revenue intelligence dashboards, pipeline diagnostics, and forecast scenarios", + "version": "1.0.0", + "author": { + "name": "GTM Agents", + "email": "opensource@intentgpt.ai" + }, + "skills": [ + "./skills/cohort-analysis/SKILL.md", + "./skills/deal-quality-model/SKILL.md", + "./skills/revenue-health-dashboard/SKILL.md", + "./skills/exec-briefing-kit/SKILL.md" + ], + "agents": [ + "./agents/revenue-intelligence-director.md", + "./agents/pipeline-analytics-lead.md", + "./agents/revenue-forecasting-analyst.md" + ], + "commands": [ + "./commands/monitor-revenue-health.md", + "./commands/inspect-pipeline-levers.md", + "./commands/build-forecast-scenarios.md" + ] +} \ No newline at end of file diff --git a/README.md b/README.md new file mode 100644 index 0000000..fabcb4d --- /dev/null +++ b/README.md @@ -0,0 +1,3 @@ +# revenue-analytics + +Revenue intelligence dashboards, pipeline diagnostics, and forecast scenarios diff --git a/agents/pipeline-analytics-lead.md b/agents/pipeline-analytics-lead.md new file mode 100644 index 0000000..7721c00 --- /dev/null +++ b/agents/pipeline-analytics-lead.md @@ -0,0 +1,27 @@ +--- +name: pipeline-analytics-lead +description: Tracks pipeline coverage, conversion velocity, and forecast signals. +model: sonnet +--- + +# Pipeline Analytics Lead Agent + +## Responsibilities +- Build dashboards for coverage, conversion, and stage velocity by segment. +- Identify leakage, stuck deals, and inspection targets for sales leadership. +- Monitor forecast accuracy, commit hygiene, and inspection adherence. +- Coordinate insights with sales enablement, finance, and product teams. + +## Workflow +1. **Data Quality Sweep** – validate CRM hygiene, stage definitions, and aging rules. +2. **Diagnostic Analysis** – break down pipeline by region, product, persona, and channel. +3. **Risk Program** – flag deals/opps needing executive attention with recommended plays. +4. **Forecast Syncs** – prep inspection decks, commit deltas, and upside scenarios. +5. **Feedback Loop** – capture learnings, update playbooks, and refresh dashboards. + +## Outputs +- Pipeline health dashboards and inspection packets. +- Forecast variance analysis with action items. +- Stuck deal reports with prioritized remediation steps. + +--- diff --git a/agents/revenue-forecasting-analyst.md b/agents/revenue-forecasting-analyst.md new file mode 100644 index 0000000..ae9bd9b --- /dev/null +++ b/agents/revenue-forecasting-analyst.md @@ -0,0 +1,27 @@ +--- +name: revenue-forecasting-analyst +description: Builds scenario models, forecast signals, and executive-ready projections. +model: haiku +--- + +# Revenue Forecasting Analyst Agent + +## Responsibilities +- Maintain forecast models (bottom-up, top-down, scenario) across segments. +- Reconcile pipeline data, bookings actuals, and product usage signals. +- Highlight signal drift, outliers, and early-warning indicators. +- Partner with finance on reporting packages for exec/board audiences. + +## Workflow +1. **Signal Aggregation** – pull bookings, pipeline, usage, renewal, and macro inputs. +2. **Model Calibration** – update assumptions, seasonality factors, and conversion coefficients. +3. **Scenario Modeling** – run base/upside/downside plus sensitivity tests. +4. **Variance Investigation** – explain delta vs prior forecast, highlight root causes. +5. **Comms Package** – prepare slides/memos with confidence bands & mitigation options. + +## Outputs +- Forecast dashboard with scenarios + deltas. +- Signal drift alerts with recommended inspections. +- Executive forecast pack with talking points & action register. + +--- diff --git a/agents/revenue-intelligence-director.md b/agents/revenue-intelligence-director.md new file mode 100644 index 0000000..c8e7245 --- /dev/null +++ b/agents/revenue-intelligence-director.md @@ -0,0 +1,28 @@ +--- +name: revenue-intelligence-director +description: Owns revenue analytics strategy, KPIs, and executive reporting. +model: sonnet +--- + + +# Revenue Intelligence Director Agent + +## Responsibilities +- Define north-star metrics, diagnostic dimensions, and governance cadences. +- Align RevOps, finance, and GTM leaders on forecasts, health signals, and risks. +- Oversee instrumentation quality and data contracts across systems. +- Translate analytics into executive-ready narratives and action plans. + +## Workflow +1. **Metric Framework** – maintain KPI tree, guardrails, and target-setting methodology. +2. **Insight Reviews** – run weekly/monthly health reviews, escalating gaps and blockers. +3. **Scenario Planning** – partner with finance on upside/downside modeling. +4. **Enablement** – equip GTM teams with dashboards, alerts, and playbooks. +5. **Governance** – document decisions, track remediation, and refresh definitions. + +## Outputs +- Executive revenue intelligence briefings with KPIs and actions. +- Metric dictionary + governance notes for RevOps + finance teams. +- Scenario models with decision recommendations. + +--- diff --git a/commands/build-forecast-scenarios.md b/commands/build-forecast-scenarios.md new file mode 100644 index 0000000..1f2122b --- /dev/null +++ b/commands/build-forecast-scenarios.md @@ -0,0 +1,34 @@ +--- +name: build-forecast-scenarios +description: Generates base/upside/downside revenue forecasts with signal-based adjustments. +usage: /revenue-analytics:build-forecast-scenarios --horizon q4 --granularity weekly --confidence 80 --include-renewals true +--- + +# Command: build-forecast-scenarios + +## Inputs +- **horizon** – timeframe (month, quarter, fiscal_year). +- **granularity** – cadence for projections (weekly, monthly, cohort). +- **confidence** – confidence band (70/80/90) for intervals. +- **include-renewals** – true/false to layer in CS signals. +- **drivers** – optional JSON/CSV with macro/product/usage adjustments. + +## Workflow +1. **Signal Intake** – collect bookings actuals, pipeline, product usage, renewal, and macro drivers. +2. **Model Calibration** – update conversion rates, seasonality factors, and growth coefficients. +3. **Scenario Generation** – produce base/upside/downside plus stress tests tied to driver toggles. +4. **Variance Commentary** – explain changes vs prior forecast and targets. +5. **Action Mapping** – recommend GTM + finance moves aligned to each scenario. + +## Outputs +- Forecast workbook (base/upside/downside) with drivers and confidence bands. +- Variance memo explaining deltas vs prior outlook. +- Action register tied to scenarios (investment, enablement, hiring, demand gen). + +## Agent/Skill Invocations +- `revenue-forecasting-analyst` – owns modeling + scenario analysis. +- `revenue-intelligence-director` – crafts executive narrative. +- `cohort-analysis` skill – benchmarks cohorts to validate assumptions. +- `exec-briefing-kit` skill – packages summary for leadership/board. + +--- diff --git a/commands/inspect-pipeline-levers.md b/commands/inspect-pipeline-levers.md new file mode 100644 index 0000000..51a22fa --- /dev/null +++ b/commands/inspect-pipeline-levers.md @@ -0,0 +1,34 @@ +--- +name: inspect-pipeline-levers +description: Diagnoses pipeline coverage, conversion velocity, and stuck deal patterns. +usage: /revenue-analytics:inspect-pipeline-levers --stage commit --segments enterprise --window 30d --output dashboard +--- + +# Command: inspect-pipeline-levers + +## Inputs +- **stage** – stage or grouping to inspect (create, qualify, pipeline, best-case, commit, closed). +- **segments** – persona, region, product, or team filters. +- **window** – lookback window (7d, 30d, quarter, custom). +- **metrics** – focus metrics (coverage, velocity, win_rate, asp, slip_rate). +- **output** – dashboard | memo | csv | slack. + +## Workflow +1. **Data Extraction** – pull CRM pipeline tables plus enrichment fields and coach notes. +2. **Segmentation** – slice by requested segments, highlight outliers vs benchmark. +3. **Leakage & Velocity** – compute stage-to-stage conversion, cycle time, and stuck counts. +4. **Opportunity Drilldown** – flag top stuck/at-risk deals with context + next steps. +5. **Packaging & Alerts** – produce requested view plus Slack/Email summary for owners. + +## Outputs +- Pipeline lever dashboard with stage conversion, velocity, and coverage deltas. +- Stuck/at-risk deal list with recommended plays. +- Summary memo highlighting root causes + action plan. + +## Agent/Skill Invocations +- `pipeline-analytics-lead` – runs diagnostics + highlights at-risk segments. +- `revenue-intelligence-director` – frames executive-ready narrative. +- `deal-quality-model` skill – evaluates opportunity hygiene + win signals. +- `cohort-analysis` skill – benchmarks performance vs historical cohorts. + +--- diff --git a/commands/monitor-revenue-health.md b/commands/monitor-revenue-health.md new file mode 100644 index 0000000..cdad103 --- /dev/null +++ b/commands/monitor-revenue-health.md @@ -0,0 +1,34 @@ +--- +name: monitor-revenue-health +description: Produces revenue health dashboards with leading/lagging indicators and actions. +usage: /revenue-analytics:monitor-revenue-health --window quarter --segments enterprise,midmarket --format memo +--- + +# Command: monitor-revenue-health + +## Inputs +- **window** – time horizon (month | quarter | rolling_90 | custom). +- **segments** – comma-separated list (enterprise, midmarket, smb, channel, region). +- **metrics** – optional override for KPI set (bookings, pipeline, churn, NRR, CAC). +- **format** – dashboard | memo | briefing | csv. +- **alerts** – true/false to include guardrail breach notifications. + +## Workflow +1. **Data Sync** – aggregate bookings, pipeline, retention, and leading indicator tables. +2. **Diagnostics** – run anomaly detection vs targets, YoY, and guardrail thresholds. +3. **Insight Layer** – annotate root causes, impacted teams, and decision urgency. +4. **Action Builder** – recommend plays (enablement, marketing, CS) tied to gaps. +5. **Packaging** – assemble dashboard/memo plus follow-up checklist + owners. + +## Outputs +- Revenue health dashboard with KPIs, variance explanations, and drill links. +- Alert summary with guardrail status and breach details. +- Action register with owners, due dates, and playbook links. + +## Agent/Skill 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+3. **Normalization** – adjust for seasonality, deal size mix, or currency. +4. **Visualization** – waterfall tables, heatmaps, or overlapping curves to highlight divergence. +5. **Narrative Layer** – annotate drivers, anomalies, and recommended actions. + +## Templates +- Cohort definition worksheet (keys, filters, inclusion/exclusion rules). +- Standardized chart pack for leadership readouts. +- Diagnostic checklist for follow-up analyses. + +## Tips +- Keep cohorts mutually exclusive to avoid double-counting. +- Pair with `inspect-pipeline-levers` to link cohort insights to pipeline stages. +- Rebaseline quarterly so assumptions stay current. + +--- diff --git a/skills/deal-quality-model/SKILL.md b/skills/deal-quality-model/SKILL.md new file mode 100644 index 0000000..4c7def3 --- /dev/null +++ b/skills/deal-quality-model/SKILL.md @@ -0,0 +1,31 @@ +--- +name: deal-quality-model +description: Scoring system for opportunity hygiene, win likelihood, and inspection + prioritization. +--- + +# Deal Quality Model Skill + +## When to Use +- Prioritizing inspection focus during forecast and pipeline reviews. +- Flagging opportunities with incomplete data or low win signals. +- Creating alerts when critical hygiene steps (MEDDIC, next steps) are missing. + +## Framework +1. **Input Signals** – discovery notes, exec sponsor, mutual plan, activity recency, budget proof. +2. **Weighting** – assign weights per signal (required, strong, nice-to-have) per segment. +3. **Score Bands** – define thresholds for healthy, watch, and critical opportunities. +4. **Automation Hooks** – integrate with CRM validation rules, Slack alerts, and dashboards. +5. **Governance** – review scoring monthly, capture overrides, and document rationale. + +## Templates +- Signal scoring matrix with thresholds + automation IDs. +- Inspection checklist for reps/managers. +- Alert message template for Slack/email. + +## Tips +- Align scoring with enablement frameworks (MEDDIC, SPICED) to drive adoption. +- Expose scores in forecasts so execs can challenge risky commits. +- Pair with `guardrail-scorecard` or pipeline commands to operationalize. + +--- diff --git a/skills/exec-briefing-kit/SKILL.md b/skills/exec-briefing-kit/SKILL.md new file mode 100644 index 0000000..979f524 --- /dev/null +++ b/skills/exec-briefing-kit/SKILL.md @@ -0,0 +1,30 @@ +--- +name: exec-briefing-kit +description: Template for packaging revenue analytics into concise exec/board narratives. +--- + +# Executive Briefing Kit Skill + +## When to Use +- Preparing weekly/monthly revenue readouts for ELT/board. +- Translating dense analytics into concise decisions, asks, and risks. +- Coordinating cross-functional follow-ups post-briefing. + +## Framework +1. **Story Spine** – headline, context, signal, implication, action. +2. **Metric Snapshot** – top KPIs with delta vs target, YoY, and confidence band. +3. **Focus Risks/Opps** – highlight 3 blockers/opportunities with owners. +4. **Decision Log** – capture exec decisions, escalations, and follow-ups. +5. **Comms Pack** – create slides/memo + Slack/email summary for broader teams. + +## Templates +- 3-slide deck outline (headline, KPI spine, action plan). +- Memo template with summary → insights → actions. +- Decision/action log sheet with owner, due date, status. + +## Tips +- Lead with actions/asks; park methodology in appendix. +- Include guardrail status inline so execs can quickly assess risk. +- Pair with `revenue-health-dashboard` for visuals and command outputs for deep dives. + +--- diff --git a/skills/revenue-health-dashboard/SKILL.md b/skills/revenue-health-dashboard/SKILL.md new file mode 100644 index 0000000..21e6d55 --- /dev/null +++ b/skills/revenue-health-dashboard/SKILL.md @@ -0,0 +1,30 @@ +--- +name: revenue-health-dashboard +description: Visualization blueprint for revenue KPIs, guardrails, and action callouts. +--- + +# Revenue Health Dashboard Skill + +## When to Use +- Summarizing bookings, pipeline, retention, and efficiency metrics in one place. +- Creating weekly/monthly revenue review packs with consistent layout. +- Highlighting guardrail breaches and ownership for remediation. + +## Framework +1. **KPI Stack** – bookings, pipeline coverage, win rate, retention/NRR, CAC/payback. +2. **Segmentation Layer** – tabs for region, segment, product, channel. +3. **Guardrail Banner** – visual cues for breached vs healthy thresholds. +4. **Insight Tiles** – annotate root cause, owner, and next action per issue. +5. **Drill Links** – tie charts to deeper dashboards or command outputs. + +## Templates +- Executive summary slide with KPI dials + traffic lights. +- Detail view for pipeline vs target, retention cohorts, and efficiency metrics. +- Action tracker table embedded in the dashboard. + +## Tips +- Keep traffic-light rules aligned with `guardrail-scorecard` to avoid confusion. +- Embed command links (monitor, inspect, build) so reviewers can dive deeper. +- Snapshot dashboards before/after remediation to track improvement. + +---