weekpi-html

Generate interactive HTML dashboards from weekly insurance data.

2|Updated Nov 2, 2025
One-click install
npx skills add https://github.com/alongor666/chexianduoweifenxi --skill weekpi-html
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: weekpi-html
Source: https://github.com/alongor666/chexianduoweifenxi/tree/main/.claude/skills/weekpi-html
Command: npx skills add https://github.com/alongor666/chexianduoweifenxi --skill weekpi-html

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires pandas, numpy, openpyxl, and includes scripts (resource) and references (resource) and assets (resource) components.

What problem does it solve?

将周报数据转化为可交互的网页仪表盘,帮助快速洞察趋势、对比以及按机构/客户类别的分组分析,支持离线本地使用。

Core Features & Use Cases

  • 多格式输入支持(Excel/CSV/JSON/DuckDB),灵活接入数据源
  • 5个标签页:经营概览、保费进度、变动成本、损失暴露、费用支出,含下钻分析
  • 单文件输出,离线浏览,无需服务器

Quick Start

在 scripts 目录执行 generate_html_dashboard.py,传入数据文件、周次、机构名称与配置目录(references),示例:python generate_html_dashboard.py data.xlsx 49 四川分公司 ./references

Frequently Asked Questions about weekpi-html

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I convert weekly insurance data into an interactive HTML dashboard?▼

Generate interactive HTML dashboards directly from Excel, CSV, JSON, or DuckDB files using Python and pandas. The Skill processes raw or pre-processed data, calculates KPIs like payout rate and loss rate, and outputs a self-contained HTML file with five tabs (Overview, Premium Progress, Variations, Loss Exposure, Expenses) and drill-down analysis by organization and customer category.

What input data formats does this dashboard generator support?▼

The dashboard generator accepts Excel, CSV, JSON, and DuckDB as input formats. It works with both raw data and pre-processed CSV files, applying configurable thresholds and plans to compute KPIs automatically during HTML generation.

Can I drill down by organization or customer category in the dashboard?▼

Yes, the generated dashboard supports drill-down analysis by organization and customer category across all five tabs. Users can filter and compare trends interactively within the responsive McKinsey-style UI without requiring a server.

How do I get started generating a dashboard with my weekly data?▼

Run the generate_html_dashboard.py script from the scripts directory, passing your data file (Excel/CSV), week number, organization name, and path to the references configuration folder. For example: python generate_html_dashboard.py data.xlsx 49 organization_name ./references

What KPI metrics does the dashboard calculate automatically?▼

The dashboard computes key insurance metrics including full payout rate, cost rate, variable cost rate, loss rate, and per-claim average. These are derived from raw or pre-processed input data using configurable thresholds and plans defined in your references folder.

Do I need a server to view the generated dashboard offline?▼

No, the dashboard outputs a self-contained HTML file that renders entirely in your browser without requiring a server. This enables offline local use and distribution as a single file across teams.