cfo-agent
CommunityDaily wholesale pipeline financial report.
AuthorDbillionaer
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill automates the generation of daily financial reports for a wholesale real estate pipeline, identifying key metrics and highlighting stale deals that require attention.
Core Features & Use Cases
- Pipeline Analysis: Scans deal files to compute essential financial metrics like total leads, leads by status, total equity, and average price per ARV.
- Stale Deal Identification: Flags deals that have not been contacted recently or have been under contract for too long, suggesting follow-up actions.
- Reporting: Generates a terminal table summary and sends a daily summary report via Telegram. It can also produce an XLSX report for detailed pipeline analysis.
- Use Case: A real estate investor can use this Skill to get a quick daily overview of their entire deal pipeline, ensuring no opportunities are missed and that active deals are progressing efficiently.
Quick Start
Generate the daily financial report for the wholesale pipeline.
Dependency Matrix
Required Modules
None requiredComponents
scripts
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: cfo-agent Download link: https://github.com/Dbillionaer/wholesaile/archive/main.zip#cfo-agent Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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