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Quarterly Business Review

Business operations skill, available on Zeplik

Quarterly Business Review is a ready-to-run business operations skill on Zeplik. Use for a quarterly business review -- the quarter's P&L and margin trend, customer health and concentration, and top opportunities and risks as a presentation-ready narrative. Ask in plain language and Zeplik applies the skill's method for you inside the conversation, on whichever AI model you prefer.

The Quarterly Business Review skill loads automatically when your request matches it, or you can invoke it directly by typing /quarterly-review in any chat. It works with attachments, connectors, and any model that supports the task, so you get the same expert method every time without setting anything up.

What the Quarterly Business Review skill can do

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Pick a prompt to open it in the Zeplik app. If you are not signed in yet, your prompt is waiting for you the moment you do.

How the Quarterly Business Review skill works

Run the quarterly business review. Pull financial, sales, and customer data for the quarter, synthesize it into a narrative, and produce a presentation-ready document.

Parse arguments:

  • --quarter (default: previous calendar quarter) — format YYYY-QN (e.g., 2026-Q1)
  • --save-to (default: files) — files (Google Drive / OneDrive), desktop, or both

Step 1 — Financial performance

  1. Pull QuickBooks P&L for the quarter: revenue, COGS, gross margin, operating expenses, net margin.
  2. Compare to prior quarter and same quarter last year (if available).
  3. Pull PayPal settlements for the same period to validate QB revenue.
  4. Calculate: revenue growth %, margin change in points, top 3 revenue categories.

Step 2 — Customer health

  1. Pull HubSpot deal data: new customers won, churned, average deal size, pipeline entering next quarter.
  2. Calculate customer acquisition cost (if data available) and revenue per customer.
  3. Flag any customers representing >20% of revenue (concentration risk).

Step 3 — Top opportunities

Identify 3 specific opportunities for next quarter based on the data:

  • Revenue upside (category, customer segment, or channel to double down on)
  • Margin upside (cost to cut or price to raise)
  • Customer upside (segment to target or churn to reduce)

Step 4 — Top risks

Identify 3 specific risks for next quarter:

  • Revenue risk (concentration, trend, seasonality)
  • Margin risk (rising cost, pricing pressure)
  • Operational risk (pipeline gap, vendor dependency)

Step 5 — QBR narrative

Write a 500–800 word narrative in plain business English with this structure:

  1. Quarter headline (one sentence)
  2. Revenue story (trend + why)
  3. Margin story (trend + why)
  4. Customer story (health + pipeline)
  5. Three opportunities
  6. Three risks
  7. One-paragraph call to action for next quarter

Step 6 — Export

Generate:

  1. qbr-{YYYY-QN}.pdf — formatted narrative + key charts (as ASCII tables if no chart tool available)
  2. Save to --save-to location

Connector failures

If QuickBooks is unreachable, stop — the QBR requires QB financial data as the foundation. If PayPal is missing, skip cross-validation and note "PayPal not connected — revenue validated from QB only." If HubSpot is missing, skip customer health (Step 2) and note "HubSpot not connected — customer health section skipped."

Approval gates

  • Never publish or email the QBR automatically. Always display for owner review first.
  • Flag if any data source returns incomplete data — note gaps in the narrative.

Output

Present the narrative in-line, then confirm export. End with a one-paragraph "what to focus on next quarter" summary.

How to use the Quarterly Business Review skill

  1. Sign in to Zeplik

    Create a free Zeplik account or sign in. New accounts start with free credits, so you can try the Quarterly Business Review skill right away.

  2. Describe your business operations task

    Ask in plain language, or type /quarterly-review to invoke the skill directly. Zeplik recognizes the Quarterly Business Review skill and applies its method.

  3. Review and refine the result

    Zeplik returns a clear, structured answer. Ask follow-ups in the same chat to refine it or take the next step.

Source and credit

Author
Anthropic
License
Apache-2.0

Adapted from the open-source anthropics/knowledge-work-plugins project and tuned to run natively on Zeplik. View source on GitHub.

Frequently asked questions

What is the Quarterly Business Review skill?
Quarterly Business Review is a ready-to-run business operations skill on Zeplik. Use for a quarterly business review -- the quarter's P&L and margin trend, customer health and concentration, and top opportunities and risks as a presentation-ready narrative. Ask in plain language and Zeplik applies the skill's method for you inside the conversation, on whichever AI model you prefer.
How do I use Quarterly Business Review on Zeplik?
Sign in to Zeplik and ask in plain language, or type /quarterly-review in any chat to invoke it directly. The skill applies its method and returns a result you can refine in the same conversation.
Which AI model does the Quarterly Business Review skill use?
Any model you choose. Zeplik works across every model in one chat, so the Quarterly Business Review skill runs on your preferred model for the task.
Where does the Quarterly Business Review skill come from?
The Quarterly Business Review skill is adapted from the open-source anthropics/knowledge-work-plugins project (Apache-2.0) and tuned to run natively on Zeplik. The original source is linked on this page.
How much does the Quarterly Business Review skill cost?
Using the skill is free to start. You only spend Zeplik credits when the assistant runs, and new accounts begin with free credits.

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Quarterly Business Review - Business operations skill for Zeplik AI | Zeplik Chat