Weekly Business Report Generator

Pull data from multiple business systems, synthesize it into a coherent narrative, and produce an executive-ready weekly report that turns raw numbers into strategic insight.

Contents

• references/configuration.md — first-run setup questions, directory layout, full config.yaml, and kpi-history.json schema.
• references/data-and-calculations.md — per-source data collection, trend indicators, target comparison, rolling averages, anomaly detection, comparison modes, custom KPI groups, quality rules, and error handling.
• references/output-template.md — the full report markdown template and detail levels.

Workflow

First run (no configuration exists)

1. Run the setup questions and create the directory layout. See references/configuration.md.
2. Generate config.yaml and templates/kpi-definitions.yaml from the schema in references/configuration.md.
3. Initialize history/kpi-history.json using the schema in references/configuration.md.

Each subsequent run

1. Read config.yaml and templates/kpi-definitions.yaml.
2. Determine the reporting period (the previous full business week).
3. Pull data from each enabled source and snapshot it to data/{date}/. See references/data-and-calculations.md.
4. Calculate every KPI: trend indicators, target comparison, rolling averages, and anomalies. See references/data-and-calculations.md.
5. Compare against targets and prior weeks; flag anomalies.
6. Generate the report from the template in references/output-template.md, tailored to each recipient's detail level.
7. Save the report to reports/{date}-weekly-report.md and append this week's values to history/kpi-history.json.

Quick Commands

• "Generate this week's report" — full report for the most recent complete week.
• "Show me revenue trends" — revenue-specific trend analysis with 4-8 week history.
• "What are the concerns this week?" — concerns-only output.
• "Add KPI [name]" — add a new KPI to tracking (see custom KPI groups in references/data-and-calculations.md).
• "Update targets" — modify target values for existing KPIs.
• "Compare last 4 weeks" — side-by-side comparison of the last 4 weekly reports.
• "YTD summary" — year-to-date summary across all tracked KPIs.

Apply the report quality rules and error handling in references/data-and-calculations.md to every run.