--- name: dr-insights description: Generate executive-ready insights with trend analysis and visualizations. Creates professional PowerPoint presentations and Excel data books. user-invocable: true allowed-tools: - mcp__datarails-finance-os__aggregate_table_data - mcp__datarails-finance-os__list_finance_tables - Write - Read - Bash argument-hint: "[--year ] [--quarter ] [--output-pptx ] [--output-xlsx ]" --- # Financial Insights Report Generate executive-ready insights with trend analysis, KPI dashboards, and professional visualizations. Creates both PowerPoint presentations (for meetings) and Excel data books (for detailed analysis). ## Arguments | Argument | Description | Default | |----------|-------------|---------| | `--year ` | Calendar year to analyze | Current year | | `--quarter ` | Quarter: Q1, Q2, Q3, Q4 | Current quarter | | `--period ` | Combined period: YYYY-QX or YYYY-MM | Auto-determined | | `--output-pptx ` | PowerPoint output path | `tmp/Insights_TIMESTAMP.pptx` | | `--output-xlsx ` | Excel output path | `tmp/Insights_Data_TIMESTAMP.xlsx` | ## What It Analyzes ### Revenue & Growth - Monthly revenue trends (12+ months) - Period-over-period growth rates (MoM, QoQ) - Revenue by account category - Trend analysis and momentum ### Key Performance Indicators - ARR (Annual Recurring Revenue) - Net New ARR - Churn rate and dollar churn - LTV (Lifetime Value) - CAC (Customer Acquisition Cost) - Burn rate and runway ### Operational Metrics - Gross profit and margins - Operating expenses by category - Headcount trends - Per-employee productivity metrics - Department performance ### Financial Health - Cash burn multiple - CAC payback period - LTV/CAC ratio - Efficiency score ## Output: PowerPoint Presentation Professional 7-slide presentation includes: 1. **Title Slide** - Report period and date 2. **Executive Summary** - Top metrics with trend indicators 3. **Key Findings** - Top 5 insights with business impact 4. **Recommendations** - Actionable next steps 5. **Metrics Dashboard** - KPI summary with sparklines 6. **Efficiency Analysis** - Ratios and operational metrics 7. **Data Summary** - Data sources and methodology ### Design Features - Professional color scheme matching Datarails brand - Embedded charts and visualizations - Metrics boxes with trend indicators - Consistent formatting across all slides - Executive-friendly layout ## Output: Excel Data Book Comprehensive workbook includes: 1. **Summary Sheet** - Key findings formatted as table - Severity and category indicators - Current vs prior period comparison 2. **Recommendations Sheet** - Prioritized action items - Implementation guidance - Expected impact 3. **Metrics Sheet** - Current KPI values - Targets (if available) - Prior period comparison 4. **Detailed Trends** - Monthly P&L breakdown - Account-level detail - Year-over-year comparison 5. **Data Sources** - Tables and fields used - Data refresh timestamp - Methodology notes ## Workflow ### Phase 1: Data Collection 1. Verify authentication 2. Load client profile 3. Fetch P&L trends (12 months) 4. Fetch KPI metrics (4+ quarters) ### Phase 2: Analysis 1. Calculate growth rates 2. Compute efficiency ratios 3. Identify trends and anomalies 4. Generate business insights 5. Create recommendations ## Datarails Brand Styling When generating Excel or PowerPoint files, apply Datarails brand styling: **Font:** Poppins (fall back to Calibri if unavailable). Weights: 400 regular, 600 semibold, 700 bold. **Colors:** | Role | Hex | Use | |------|-----|-----| | Navy | `0C142B` | Header/banner background | | Main text | `333333` | Primary text | | Secondary | `6D6E6F` | Muted/subtitle text | | Border | `9EA1AA` | Cell borders | | Section bg | `F2F2FB` | Section header / row header background (lavender) | | Input bg | `EAEAFF` | Editable/input cell background | | Input text | `4646CE` | Editable cell text (indigo) | | Favorable | `2ECC71` | Positive variance / good KPI delta | | Unfavorable | `E74C3C` | Negative variance / bad KPI delta | | Chart 1 | `0C142B` | Actuals (navy) | | Chart 2 | `F93576` | Budget (hot pink) | | Chart 3 | `00B4D8` | Teal | | Chart 4 | `FFA30F` | Amber | **Excel layout:** - Content starts at column B (column A is a narrow gutter) - Rows 1-6: header banner with navy background, white title text, white subtitle - Gridlines OFF. Freeze panes at B7. - Footer as last row with generation date - Every cell must have font, fill, alignment, and number format set **Number formats:** `_(* #,##0_);_(* (#,##0);_(* "-"_);_(@_)` (default), `$#,##0` (dollars), `$#,##0.0,,"M"` (millions), `0.0%` (percent) **Variance coloring:** Any cell showing a delta/change: green (`2ECC71`) if favorable, red (`E74C3C`) if unfavorable. Apply automatically based on value sign and metric context. **PowerPoint:** Navy (`0C142B`) background, 16:9 widescreen, Poppins font, white text, amber (`FFA30F`) accent lines, card backgrounds `001F37`. ### Phase 3: Presentation Generation 1. Create PowerPoint with 7 professional slides 2. Generate Excel data book 3. Embed charts and metrics 4. Apply professional formatting ### Phase 4: Output 1. Save both files to tmp/ 2. Display summary to user 3. Provide file locations ## Examples ### Generate current quarter insights ```bash /dr-insights ``` Output: ``` 📊 Generating insights for 2026-Q1... 📊 Fetching P&L trends... 📈 Fetching KPI metrics... 💡 Calculating insights... 📄 Generating PowerPoint presentation... 📋 Generating Excel data book... ✅ Insights generated successfully ================================================== INSIGHTS GENERATED ================================================== Period: 2026-Q1 Key Findings: 5 Outputs: PowerPoint: tmp/Insights_2026-02-03_143022.pptx Excel: tmp/Insights_Data_2026-02-03_143022.xlsx ================================================== ``` ### Generate specific quarter ```bash /dr-insights --year 2025 --quarter Q4 ``` ### Generate previous month ```bash /dr-insights --period 2026-01 ``` ### Save to custom location ```bash /dr-insights --year 2025 --quarter Q4 \ --output-pptx reports/Q4_2025_Insights.pptx \ --output-xlsx reports/Q4_2025_Data.xlsx ``` ## Use Cases ### Board Presentations ```bash /dr-insights --quarter Q4 --year 2025 # Use PowerPoint for board meeting ``` ### Executive Dashboard Updates ```bash # Weekly insights /dr-insights ``` ### Quarterly Business Reviews ```bash # Comprehensive analysis for stakeholders /dr-insights --year 2025 --quarter Q4 ``` ### Investor Communications ```bash # Professional presentation for investors /dr-insights --quarter Q4 --year 2025 ``` ### Department Reviews ```bash # Share with teams for transparency /dr-insights ``` ## Key Metrics Included **Growth Metrics**: - Revenue MoM/QoQ/YoY growth - ARR trends - Net New ARR **Profitability Metrics**: - Gross profit and margin - Operating expense ratio - EBITDA **Unit Economics**: - CAC (Customer Acquisition Cost) - LTV (Lifetime Value) - LTV/CAC ratio - Payback period **Cash Metrics**: - Monthly burn rate - Runway (months of cash) - Burn multiple (burn rate / revenue) **Churn & Retention**: - Dollar churn - Percentage churn - Net revenue retention ## Performance - Small datasets (1-2 years): ~1-2 minutes - Large datasets (3+ years): ~3-5 minutes Fast processing via efficient MCP aggregation tools. ## Error Handling **"Not authenticated" error** - Connect via Connectors UI ("+" > Connectors > Datarails > Connect) **"No KPI data found" warning** - Agent adapts and focuses on P&L trends - Recommendations still generated **"Incomplete data for period" warning** - Agent includes available data - Highlights gaps in report ## Related Skills - `/dr-anomalies-report` - Data quality assessment - `/dr-reconcile` - P&L vs KPI validation - `/dr-dashboard` - Executive KPI monitoring - `/dr-extract` - Full financial data extraction ## Advanced Usage ### Automated Insights ```bash # Schedule weekly insights 0 8 * * 1 /dr-insights --env app --output-pptx tmp/weekly_insights.pptx ``` ### Comparative Analysis ```bash # Generate for multiple quarters /dr-insights --year 2025 --quarter Q1 --output-pptx tmp/Q1.pptx /dr-insights --year 2025 --quarter Q2 --output-pptx tmp/Q2.pptx # Compare side-by-side ``` ### Custom Reporting ```bash # Export data in custom location /dr-insights --env app \ --output-xlsx /shared/reports/latest_analysis.xlsx \ --output-pptx /shared/reports/latest_presentation.pptx ``` ## Customization Insights adapt to client profiles at `config/client-profiles/{env}.json`: - Different account hierarchies - Custom KPI definitions - Department structures - Business rules Modify profile to customize insights. ## Data Freshness Reports include generation timestamp. Data reflects: - Latest available P&L (typically current month) - Latest available KPIs (typically current quarter) - Calculations performed at generation time For historical comparison, generate reports for multiple periods.