weekly-crm-report
Cleans a weekly CRM export and produces a regional sales summary. Activates when the user asks to clean a CRM export, deduplicate sales rows, calculate regional totals, or generate a weekly sales report from a CSV.
What this skill does
# 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.
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