quarterly-review

quarterly-review is a skill for Claude Code, Cursor from ilyautov/small-business-ru. It costs 73 tokens per session (1,287 once invoked), scanned A, original, Apache-2.0.

A quarterly business review that combines revenue, profit margin, customer-base health, opportunities, and risks into a PDF or presentation.

In plain words
What is it for?
Use it to compare a quarter with earlier periods and prepare a presentation-ready report, subject to checking financial figures with an accountant.
Why use it?
It turns separate financial, sales, and customer reports into one document for reviewing business direction.

Skill for Claude CodeCursor

Written for Claude Code and Cursor: allowed-tools in frontmatter, but also shipped in a Cursor plugin.

Part of the small-business-ru plugin — 34 skills shipped together

Good fit Use it to compare a quarter with earlier periods and prepare a presentation-ready report, subject to checking financial figures with an accountant.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/ilyautov/small-business-ru/quarterly-review
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add ilyautov/small-business-ru --skill quarterly-review
Clone the repo
git clone --depth 1 https://github.com/ilyautov/small-business-ru

Made for: Claude Code, Cursor.

Or install small-business-ru, the plugin that ships this one along with the rest of its 34 skills.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for quarterly-review

README.md
[![agentmods](https://agentmods.dev/badge/skills/ilyautov/small-business-ru/quarterly-review/github.svg)](https://agentmods.dev/skills/ilyautov/small-business-ru/quarterly-review)
Your own site
<a href="https://agentmods.dev/skills/ilyautov/small-business-ru/quarterly-review"><img src="https://agentmods.dev/badge/skills/ilyautov/small-business-ru/quarterly-review/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for quarterly-review

Your own site · 80×15
<a href="https://agentmods.dev/skills/ilyautov/small-business-ru/quarterly-review"><img src="https://agentmods.dev/badge/skills/ilyautov/small-business-ru/quarterly-review.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 73 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,287 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00073 $0.01287
Opus 5 $0.00036 $0.00643
Sonnet 5 $0.00015 $0.00257
Haiku 4.5 $0.00007 $0.00129

Measured yesterday against content hash e781e69957e4, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

quarterly-review scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured yesterday.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

small-business-ru/skills/quarterly-review/SKILL.md · 82 lines

How it starts

The opening of the file, as written. The whole thing — 82 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Квартальный обзор

Квартал закончился, а понимания «куда мы движемся» нет — только разрозненные отчёты, до которых не доходят руки. Этот скилл сводит выручку, маржу и здоровье клиентской базы в один связный документ с возможностями и рисками — чтобы решать на цифрах, а не на ощущениях.

Запустите квартальный обзор бизнеса. Подтяните финансовые, продажные и клиентские данные за квартал, сведите в нарратив и соберите готовый к показу документ.

⚠️ Дисклеймер. Финансовые цифры подготовлены для проверки вашим бухгалтером. Не является налоговой или юридической консультацией.

Разбор аргументов:

  • --quarter (по умолчанию предыдущий календарный квартал) — формат ГГГГ-КвN, где кварталы РФ: 1 кв. (янв–мар), 2 кв. (апр–июн), 3 кв. (июл–сен), 4 кв. (окт–дек)
  • --save-to (по умолчанию files) — files (~~хранилище: Яндекс Диск / Облако Mail.ru), desktop или both

Шаг 1 — Финансовые показатели

По рабочему процессу скилла business-pulse в глубоком режиме:

  1. Подтяните ОПиУ из ~~бухгалтерия за квартал: выручку, себестоимость, валовую маржу, операционные расходы, чистую маржу.
  2. Сравните с прошлым кварталом и тем же кварталом прошлого года (если есть).
  3. Подтяните поступления из ~~платежи за тот же период для сверки с выручкой в учёте.
  4. Посчитайте: рост выручки %, изменение маржи в пунктах, топ-3 категории выручки.

Если собственник — плательщик НДС (доход свыше 20 млн ₽ в 2026), считайте маржу от выручки без НДС и отметьте статус НДС в нарративе — это влияет на сопоставимость с прошлыми периодами, если статус сменился.

Шаг 2 — Здоровье клиентской базы

  1. Подтяните данные по сделкам из ~~crm: новые клиенты, отток, средний чек, воронка на следующий квартал.
  2. Посчитайте стоимость привлечения клиента (если данные есть) и выручку на клиента.
  3. Пометьте клиентов, дающих >20% выручки (риск концентрации).

Read the full file on GitHub · 82 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. yesterday Changed · -4 lines · -19 tokens per session e781e69957e4
  2. 12d ago First seen · 86 lines · 92 tokens per session scan A 03036cf6fde6

Subscribe to this mod's changes

quarterly-review is a skill published in the GitHub repository ilyautov/small-business-ru (15 stars, last pushed today), licensed Apache-2.0. It adds 73 tokens to every session and 1,287 once invoked, about $0.0004 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.

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