Can I customize the tone for different audiences?

Yes, the framework includes an 'Audience Lens' step to specifically tailor the tone and focus based on the priorities of your specific executive or board audience.

What specific document formats does it support?

The skill provides templates for one-slide executive summaries, full board memo outlines, and risk register snippets for ongoing tracking.

Does it integrate with other revenue data?

It is designed to reference and package findings from variance analysis and forecast modeling outputs to ensure the brief is backed by data.

How does this skill help with board meetings?

It provides standardized templates for board memos and one-slide summaries that highlight critical metrics like growth, margin, and cash runway.

Executive Revenue Briefing

Name: Executive Revenue Briefing
Author: gtmagents

bygtmagents

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Analytics & Monitoring

Generates concise, board-ready revenue updates and executive summaries by synthesizing sales forecast data and variance analysis.

About

This skill empowers Claude to transform complex revenue forecasts and variance analysis into professional executive briefs. It follows a structured framework that prioritizes board-level priorities like growth, margin, and runway, ensuring that high-level summaries are backed by evidence and clear calls to action. It is ideal for revenue operations teams and sales leaders who need to deliver consistent, data-driven narrative updates for ELT meetings and board presentations, bridging the gap between raw data and strategic decision-making.

Key Features

29 GitHub stars
Multi-format output including board memo outlines and one-slide executive summaries.
Automated risk and opportunity identification with strategic mitigation planning.
Structured evidence layering for consistent formatting of charts and tables.
Integrated audit trails that link summaries back to source forecast models and logs.
Audience-specific tailoring focused on key metrics like growth, margin, and runway.

Use Cases

Preparing monthly revenue performance updates for Executive Leadership Teams (ELT).
Creating risk registers to track and communicate potential revenue shortfalls to stakeholders.
Drafting high-stakes board memos that summarize forecast accuracy and growth drivers.

About

Key Features

29 GitHub stars
Multi-format output including board memo outlines and one-slide executive summaries.
Automated risk and opportunity identification with strategic mitigation planning.
Structured evidence layering for consistent formatting of charts and tables.
Integrated audit trails that link summaries back to source forecast models and logs.
Audience-specific tailoring focused on key metrics like growth, margin, and runway.

Use Cases

Preparing monthly revenue performance updates for Executive Leadership Teams (ELT).
Creating risk registers to track and communicate potential revenue shortfalls to stakeholders.
Drafting high-stakes board memos that summarize forecast accuracy and growth drivers.