Initial commit

This commit is contained in:
Zhongwei Li
2025-11-29 18:31:31 +08:00
commit b101bfe546
13 changed files with 415 additions and 0 deletions

View File

@@ -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.
---

View File

@@ -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.
---

View File

@@ -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 Invocations
- `revenue-intelligence-director` frames KPIs and narrates insights.
- `pipeline-analytics-lead` supplies pipeline diagnostics.
- `revenue-health-dashboard` skill standardizes visual layout + scorecards.
- `exec-briefing-kit` skill formats leadership-ready summaries.
---