kpi-data-tracking

kpi-data-tracking is a skill for Claude Code from vivy-yi/finance-skills. It costs 99 tokens per session (1,780 once invoked), scanned A, original, MIT.

A workflow for collecting KPI targets and actual results from business systems such as BI, ERP, CRM, and finance systems. It compares performance with targets and reports trends and data-quality issues.

In plain words
What is it for?
It helps produce monthly or quarterly KPI reports, compare target and actual values, check data between systems, and identify missing, late, or unusual results.
Why use it?
Performance data may be spread across different systems or contain delays and inconsistencies. This process checks the figures before showing progress to management.

Skill for Claude Code

Written for Claude Code: argument-hint in frontmatter. Also seen: mentions CLAUDE.md.

Good fit It helps produce monthly or quarterly KPI reports, compare target and actual values, check data between systems, and identify missing, late, or unusual results.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/vivy-yi/finance-skills/kpi-data-tracking
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 vivy-yi/finance-skills --skill kpi-data-tracking
Clone the repo
git clone --depth 1 https://github.com/vivy-yi/finance-skills

Made for: Claude Code.

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 kpi-data-tracking

README.md
[![agentmods](https://agentmods.dev/badge/skills/vivy-yi/finance-skills/kpi-data-tracking/github.svg)](https://agentmods.dev/skills/vivy-yi/finance-skills/kpi-data-tracking)
Your own site
<a href="https://agentmods.dev/skills/vivy-yi/finance-skills/kpi-data-tracking"><img src="https://agentmods.dev/badge/skills/vivy-yi/finance-skills/kpi-data-tracking/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 kpi-data-tracking

Your own site · 80×15
<a href="https://agentmods.dev/skills/vivy-yi/finance-skills/kpi-data-tracking"><img src="https://agentmods.dev/badge/skills/vivy-yi/finance-skills/kpi-data-tracking.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 99 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,780 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 $0.00099 $0.01780
Opus 5 $0.00049 $0.00890
Sonnet 5 $0.00020 $0.00356
Haiku 4.5 $0.00010 $0.00178

Measured 9d ago against content hash c5dbafdbefc0, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

kpi-data-tracking 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 9d ago.

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.

finance-skills/skills/kpi-management/skills/kpi-data-tracking/SKILL.md · 166 lines

How it starts

The opening of the file, as written. The whole thing — 166 lines — stays where its author put it; the contents beside it link to each section on GitHub.

加载上下文

首次使用时: 读取 ../../CLAUDE.md 获取场景级配置(KPI 定义/达标标准/目标值)。


/kpi-data-tracking — KPI 数据追踪与报告

Examples

→ 示例:用户说"帮我看一下本月各业务线的 KPI 完成进度,到今天为止",系统应调用本技能,从各系统拉取数据并输出进度追踪表。

→ 示例:用户说"月度销售 KPI 数据要每周更新一次,给管理层看仪表盘用",系统应调用本技能,建立自动化的 KPI 数据追踪机制。

→ 示例:用户说"财务共享中心上线了,想把报销 KPI 也纳入系统自动抓取",系统应调用本技能,配置从 SAP Concur 拉取 KPI 数据。

第一步:获取 KPI 目标值

从 [预算系统/战略系统] 获取 KPI 目标值:

KPI 名称 | 目标值 | 单位 | 目标来源 | 备注
---------|--------|------|----------|----
[KPI1]   | [X]    | [%/万/个] | [年度预算/战略目标] | [说明]
[KPI2]   | [X]    | [%/万/个] | [季度分解] | [说明]

第二步:提取 KPI 实际值

从 [BI 系统/ERP/CRM/财务系统] 获取实际值:

KPI 名称 | 实际值 | 单位 | 数据来源 | 数据时间 | 数据状态
---------|--------|------|----------|----------|----
[KPI1]   | [X]    | [%/万/个] | [系统名] | [时间] | [✅已确认/⚠️待核实]
[KPI2]   | [X]    | [%/万/个] | [系统名] | [时间] | [✅已确认/⚠️待核实]

数据提取查询:

□ 查询条件:追踪期间 [YYYY-MM],KPI 范围 [全部/指定列表]
□ 数据时间戳:[YYYY-MM-DD HH:MM]
□ 数据颗粒度:[月度/季度累计]

第三步:数据核对

系统间交叉核对:

□ BI vs ERP 数值一致性:[✅ 一致 / ⚠️ 差异 X%(差异值 [X])]
□ 财务数据 vs 审计数据:[✅ 一致 / ⚠️ 差异待确认]
□ 本期 vs 上期合理性:[✅ 正常 / ⚠️ 异常波动 >X%]

□ 数据质量评估:
  → 完整度:[X]% — 缺失 [KPI 名称] 的原因
  → 及时性:[✅ 及时 / ⚠️ 延迟 X 天]
  → 一致性:[✅ 高 / ⚠️ 中 / 🔴 低]

异常数据处理:

□ 异常项:[KPI 名称] — 实际值 [X],偏离预期 [±X%]
  → 原因:[数据录入错误/口径调整/真实业务变化]
  → 处理:[已修正/待确认/保持原值]

第四步:达成率计算

KPI 达成率 = 实际值 / 目标值 × 100%

KPI 名称 | 目标值 | 实际值 | 达成率 | 差距 | 状态
---------|--------|--------|--------|------|----
[KPI1]   | [X]    | [X]    | [X]%   | [±X] | [✅达标/⚠️接近/🔴未达标]
[KPI2]   | [X]    | [X]    | [X]%   | [±X] | [✅达标/⚠️接近/🔴未达标]

状态定义:
  ✅ 达标:达成率 ≥ [X]%(如 95%)
  ⚠️ 接近:达成率 ≥ [X]%(如 85%)但 < 达标线
  🔴 未达标:达成率 < [X]%

趋势计算:

□ 环比变化(vs 上期):
  → 提升:[X] 个 KPI — [KPI 名称] (+[X]%)
  → 下降:[X] 个 KPI — [KPI 名称] (-[X]%)

□ 同比变化(vs 去年同期):
  → 提升:[X] 个 KPI — [KPI 名称] (+[X]%)
  → 下降:[X] 个 KPI — [KPI 名称] (-[X]%)

第五步:生成 KPI 追踪报告

═══════════════════════════════════════
KPI 追踪报告
报告期间:[YYYY-MM]
生成时间:[YYYY-MM-DD HH:MM]
═══════════════════════════════════════

【KPI 状态汇总】

状态   | 数量 | 占比
-------|------|------
✅ 达标 | [X]  | [X]%
⚠️ 接近 | [X]  | [X]%
🔴 未达标 | [X]  | [X]%
合计   | [X]  | 100%

【KPI 明细】

| # | KPI 名称 | 目标 | 实际 | 达成率 | 环比 | 同比 | 状态 |
|---|---------|------|------|--------|------|------|------|
| 1 | [KPI1]  | [X]  | [X]  | [X]%   | [±X] | [±X] | ✅ |
| 2 | [KPI2]  | [X]  | [X]  | [X]%   | [±X] | [±X] | ⚠️ |
| 3 | [KPI3]  | [X]  | [X]  | [X]%   | [±X] | [±X] | 🔴 |

【未达标 KPI 分析】

| # | KPI 名称 | 缺口 | 主因 | 建议措施 |
|---|---------|------|------|----------|
| 1 | [KPI3]  | [X]  | [原因] | [措施] |

【数据质量】
□ 数据完整度:[X]% — [✅达标/⚠️需关注]
□ 系统一致性:[✅通过/⚠️差异已处理]

═══════════════════════════════════════
置信度:[✅ 高 / ⚠️ 中 / 🔴 低]
═══════════════════════════════════════

Read the full file on GitHub · 166 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. 9d ago First seen · 166 lines · 99 tokens per session scan A c5dbafdbefc0

Subscribe to this mod's changes

kpi-data-tracking is a skill published in the GitHub repository vivy-yi/finance-skills (29 stars, last pushed 3mo ago), licensed MIT. It adds 99 tokens to every session and 1,780 once invoked, about $0.0005 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 2026-09-03.

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