Sales reporting for the CFO

Name: Sales reporting for the CFO
Availability: InStock
Author: i2Business

Turns a raw sales Excel file (duplicates, empty cells, inconsistent formats) into deliverables for the finance department: cleaning, pivot tables, interactive HTML dashboard, Word report for the board of directors and a draft distribution email.

1 downloads4 files · 6 phases · Excel, HTML and Word · draft email, nothing sent · Claude Cowork and Claude Code

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Description

This resource is maintained by i2Business consultants and updated whenever the systems it covers change. It works with the other building blocks in the catalog and can be tailored to your context as part of a support engagement.

Content preview

Excerpt: the skill chains six phases, from data audit to draft email, with consistency checks before delivery. reporting-commercial-daf/SKILL.md

Phase 1: data quality audit (duplicates, empty cells, dates, letter case, numbers stored as text)
Phase 2: cleaning without deleting rows with missing values
Phase 3: pivot tables (SUMIFS), identical total across all tabs
Phase 4: standalone HTML dashboard
Phase 5: Word report for the board of directors
Phase 6: distribution email (draft, confirmed recipients)

Included files

Skill (SKILL.md)1 file

Reference scripts (Python cleaning, Word report)2 files

HTML dashboard template1 file

How to use it

Add the skillUnzip the archive and place the reporting-commercial-daf folder in your skills folder (Claude Code: ~/.claude/skills/), or import it as a skill in Cowork.

Provide the sales fileAttach your Excel export (sales rep, category, date, amount). The skill audits it first and shows you a quantified summary of anomalies before any cleaning.

Validate cleaning and tablesNo row is deleted for a missing value: it becomes "Unassigned". Totals must be identical across all pivot tables.

Get the dashboard and reportYou get a standalone HTML dashboard and a Word report. Company name, CFO name and meeting date remain fields to fill in. The provided scripts are templates: adapt their data.

Prepare the email (optional)The skill offers a full version and a concise version. With the Gmail connector, it creates a draft without attachment: attach the report and check recipients before sending.

Details

TypeSkills

AccessVia form

Version1.0

Updated31 October 2026

Works with Claude