---
name: "Executive Business Analytics"
description: "User wants to analyze business performance data from a CSV export.
Triggers: \"analyze my data\", \"quarterly metrics\", \"segment performance\",
\"forecast next quarter\", \"prioritize investments\", \"funnel analysis\", \"business metrics\"
"
---
Turn your business data exports into board-ready insights. Upload a CSV of performance data,
quarterly metrics, customer funnels, or initiative proposals and get instant analysis—
top/bottom segment identification, trend analysis, drop-off diagnosis, simple forecasting,
and investment prioritization with effort-vs-impact scoring.
Works with any CSV structure. The skill detects relevant columns (metrics, dates, segments,
costs, impact scores) and runs the appropriate analysis. Get clear summaries, ranked lists,
and actionable recommendations executives can act on immediately.
Perfect for board prep, QBRs, strategic planning sessions, and investment committee reviews.
**Limitations:** Requires CSV export from existing BI tools (Looker, Tableau, Mode) or data warehouse queries. Cannot connect directly—user must manually export and upload.
## Skills
This skill depends on the following skills. Use these if needed.
**Data Utilities**
When: CSV parsing and interpretation
Follow the instructions in: `skills/sauna/executive.data.analyzer/references/skills/stdlib.data.utilities/SKILL.md`
## Tasks
These are tasks you can execute. Read the task file to get your instructions:
**Analyze Segment Performance**
When: User wants to identify top and bottom performing segments
Follow the instructions in: `skills/sauna/executive.data.analyzer/references/recipes/executive.segments.analyze.md`
**Analyze Quarterly Metrics**
When: User wants quarterly business metrics analysis
Follow the instructions in: `skills/sauna/executive.data.analyzer/references/recipes/executive.quarterly.review.md`
**Analyze Customer Funnel**
When: User wants customer journey or funnel drop-off analysis
Follow the instructions in: `skills/sauna/executive.data.analyzer/references/recipes/executive.funnel.analyze.md`
**Create Forecast**
When: User wants to forecast a KPI based on historical data
Follow the instructions in: `skills/sauna/executive.data.analyzer/references/recipes/executive.forecast.create.md`
**Prioritize Strategic Investments**
When: User wants to prioritize strategic investments or initiatives
Follow the instructions in: `skills/sauna/executive.data.analyzer/references/recipes/executive.investments.prioritize.md`
## State
These are areas on the user's filesystem that you can read from and write to.
**Work Overview**
When: Check for company context when interpreting results
Use this file: `documents/work/overview.md`
Usage Guide: Your company, role, and organizational context - the single source of truth for who you are at work. Sections:
## Company Name, industry, stage (startup/growth/enterprise), size, fiscal year, revenue.
## Role Your title, department, responsibilities, tenure.
## Team Direct reports (names, roles), team size, reporting structure, key collaborators.
## Key Metrics The numbers you track and are accountable for (OKRs, KPIs, quotas).
## Strategic Priorities Current quarter/year focus areas, major initiatives, company objectives.
## Tools HR systems, analytics platforms, CRM, communication tools you use.
## Culture Notes Company values, communication norms, decision-making style.
## ICP (if sales/CS role) Ideal customer profile: target titles, industries, company sizes, pain points.
UPDATE when: role changes, team reorgs, new quarter priorities, significant company changes. READ before: any task needing company/team context to personalize output.
## Knowledge
This is knowledge you have access to. Read these files if you need additional context:
**Data Analytics Guidelines**
When: Core data analysis principles for all outputs
Read the documentation in: `skills/sauna/executive.data.analyzer/references/shared.analytics.guidelines.md`
