---
name: revenue-tracker
description: Maintain a real-time business ledger and track revenue (projected vs actual). Use when leads move through the sales funnel (Lead -> Proposal -> Closed Deal).
---

# Revenue Tracker Skill

## Overview
This skill provides the financial "backbone" for the Boardroom's business operations. It uses the `ledger_manager.py` script to track leads, proposals, and closed deals, allowing the `TraderAgent` (Wolf) and `CEO` to monitor the financial health of the agency.

## Instructions

### 1. Record a Transaction

Use the `ledger_manager.py` script to track progress in the sales funnel.

**Command:**
```bash
python3 scripts/ledger_manager.py record "<TYPE>" "<NAME>" "<AMOUNT>" "<STATUS>"
```

**Parameters:**
*   **TYPE**: (Optional) The niche (e.g., "Cyber", "Sales", "ESG").
*   **NAME**: The name of the client or lead.
*   **AMOUNT**: The dollar value of the lead/proposal/deal.
*   **STATUS**: One of "LEAD", "PROPOSAL", or "CLOSED".

**Workflow:**
*   **LEAD**: New potential client discovered by Rachel.
*   **PROPOSAL**: Sloane or Sterling has issued a specific pitch with pricing.
*   **CLOSED**: The client has signed and payment is confirmed.

### 2. View Revenue Summary

Generate a quick report of the agency's performance.

**Command:**
```bash
python3 scripts/ledger_manager.py summary
```

### 3. Pricing Reference
Consult `references/revenue_models.md` for standardized pricing tiers and revenue tracking logic.

*Note: Ensure the `boardroom-logger` is used to log the reason for any manual adjustments to the ledger.*