---
name: kellyclaw-ai/monthly-analytics-report
source: https://app.decimal.ai/s/kellyclaw-ai-monthly-analytics-report@1/SKILL.md
source_sha256: c4e2db9c918e
---

# Monthly Analytics Report

Use this skill when creating or updating a monthly business analytics report.

## Inputs

Expected files:

- `data/processed/sales_clean.csv`
- `data/processed/customers_clean.csv`

Required columns in `sales_clean.csv`:

- `order_id`
- `customer_id`
- `order_date`
- `gross_revenue`
- `discount_amount`
- `net_revenue`

## Workflow

1. Validate that the required processed data files exist.
2. Load data with `pandas`.
3. Filter rows to the requested month.
4. Calculate:
   - total net revenue
   - total orders
   - unique customers
   - average order value
   - revenue by product category, if available
5. Generate charts into `reports/charts/`.
6. Write a Markdown summary to `reports/monthly/YYYY-MM.md`.

## Quality checks

Before finishing:

```bash
pytest
ruff check .
```

If the report numbers changed, mention which source files and date ranges were used.

## Output format

The final report should include:

```md
# Monthly Analytics Report: YYYY-MM

## Executive Summary

## Key Metrics

## Revenue Trends

## Customer Activity

## Notes and Caveats
```