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export-kpis

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Export program and client KPI totals quickly

Finance & Accounting#supabase#csv#export#kpi#returnpro#financial-analytics
Authorclenisa
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill automates exporting KPI totals aggregated by program, client, and month from ReturnPro financial data to remove manual SQL querying and table assembly for ad-hoc analysis, reporting, and validation.

Core Features & Use Cases

  • Aggregates KPI totals by month, program, and client using the get_kpi_totals_by_program_client RPC and flattens results into consumable rows.
  • Resolves months automatically (defaults to the three most recent with data), filters programs via partial name matches to dim_master_program, and formats output as a markdown table or CSV for downstream use.
  • Use case: generate a stakeholder-ready monthly KPI report across multiple programs or export CSVs for spreadsheet-based financial reconciliation.

Quick Start

Run the export-kpis command to fetch KPI totals for the latest three months and return a markdown table.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 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: export-kpis
Download link: https://github.com/clenisa/optimal-cli/archive/main.zip#export-kpis

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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