203 lines
5.3 KiB
Markdown
203 lines
5.3 KiB
Markdown
---
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name: sales-decision-report
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description: Analyze sales data and produce decision-oriented reports with KPI summaries, anomaly explanation, channel and region analysis, and HTML-ready report structure. Use when the user asks for sales analysis, management dashboards, sales summaries, or decision reports from business data. 中文触发词包括：销售分析、经营分析、销售周报、销售月报、数据决策报告、HTML 报表。
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---
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# Sales Decision Report
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## Overview
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This skill turns sales data into a decision report for operators, managers, and leadership teams.
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It focuses on:
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- KPI interpretation
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- trend and anomaly analysis
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- region / channel / product comparisons
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- action-oriented reporting
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- HTML-ready report structure for later automation
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## Quick Start
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When the user asks for a sales analysis report:
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1. Confirm the business objective
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2. Confirm the source data and dimensions
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3. Clarify comparison logic and reporting period
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4. Analyze the data into findings, not just tables
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5. Package the result as a structured report, optionally in HTML outline form
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### 中文任务映射
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- “做销售周报/销售月报” → quick summary 或 standard report
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- “分析一下为什么业绩下滑” → diagnostic analysis
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- “生成一个 HTML 报表结构” → HTML report structure
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- “做经营分析和行动建议” → decision report
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## Input Requirements
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| Field | Required | Description |
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|-------|----------|-------------|
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| business objective | yes | What decision the report should support |
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| reporting period | yes | Daily, weekly, monthly, quarterly, custom |
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| source data | yes | CSV, XLSX, pasted table, dashboard export |
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| dimensions | no | Region, channel, product, team, customer segment |
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| target / benchmark | no | Budget, target, last period, YoY, MoM |
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| key KPIs | no | Revenue, orders, conversion, AOV, repeat rate, returns |
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| audience | no | Sales ops, regional lead, GM, founder |
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| output mode | no | Summary / detailed report / HTML-ready outline |
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## Workflow Decision Tree
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### Quick Sales Summary
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Use for short KPI snapshots and headline findings.
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### Diagnostic Analysis
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Use when the user wants to know why performance moved.
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### Decision Report
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Use when the user wants recommendations, priorities, and next actions.
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### HTML Report Structure
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Use when the user explicitly wants an HTML report or a report that will later be automated into HTML.
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## Instructions
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### Step 1: Frame the question
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Clarify whether the report is about:
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- performance monitoring
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- problem diagnosis
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- opportunity finding
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- action prioritization
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### Step 2: Read the data by level
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Review performance across:
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- total performance
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- time trend
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- region
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- channel
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- product or category
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- customer segment
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Only include dimensions that materially affect the decision.
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### Step 3: Identify meaningful changes
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Look for:
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- sharp increases or declines
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- missed targets
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- concentration risks
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- outlier regions or channels
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- mix shifts
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- repeatable strengths
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### Step 4: Turn findings into decisions
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Each important finding should answer:
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- what happened
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- where it happened
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- likely cause
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- what action should follow
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### Step 5: Prepare report packaging
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If HTML is requested, structure content into sections suitable for cards, tables, and chart blocks.
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## Output Format
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### Standard Report
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```markdown
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# [Sales Report Title]
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## Executive Summary
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[Short performance summary]
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## Reporting Scope
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- Period:
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- Objective:
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- Audience:
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- Data source:
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## KPI Snapshot
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| KPI | Current | Target / Comparison | Variance | Comment |
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|-----|---------|---------------------|----------|---------|
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## Key Findings
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### 1. [Finding]
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- What happened:
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- Why it matters:
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- Likely cause:
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- Recommended action:
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## Risks and Opportunities
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- [Item]
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## Recommended Actions
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1. [Action]
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2. [Action]
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```
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### HTML-ready Outline
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```markdown
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# HTML Report Structure
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## Page Header
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- Title
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- Period selector
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- Summary badges
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## Section 1: KPI Cards
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- Revenue
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- Orders
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- Conversion
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- Average order value
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## Section 2: Trend Analysis
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- Time-series highlights
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- Major inflection points
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## Section 3: Breakdown Views
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- Region table
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- Channel table
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- Product table
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## Section 4: Actions
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- Priority actions
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- Owners or next-step suggestions
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```
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## Quality Checklist
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Before finalizing, verify:
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- the report supports a clear business decision
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- metrics and benchmarks are labeled correctly
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- anomalies are explained, not just surfaced
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- recommendations follow logically from findings
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- dimensions are not overloaded without purpose
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- HTML output is structured, not just prose copied into sections
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## Fallback Strategy
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If data quality is weak:
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- note missing or inconsistent fields
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- avoid overconfident conclusions
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- provide best-effort observations plus a data cleanup list
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## Related Skills
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- `skills/xlsx/SKILL.md` - spreadsheet reading, analysis, and output handling
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- `skills/financial-report-generator/SKILL.md` - finance-oriented reporting when the task is more financial than sales-oriented
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- `skills/auto-daily-summary/SKILL.md` - recurring condensed summary outputs
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## Examples
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**User**: "根据这份销售表做一个月度经营分析"
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Expected output:
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- KPI summary
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- channel/region findings
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- anomalies
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- recommended actions
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**User**: "帮我生成一个销售分析 HTML 报表结构"
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Expected output:
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- HTML-ready page outline
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- sections for KPI, trends, breakdowns, and action items
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