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Skill

territory-report

generate sales territory performance reports

Covers Data Visualization LangChain Reporting Charts Sales

Description

Build a report on the rep's sales territory — revenue, top customers, top genres, and trends for Jane's book of business — with a chart. Use when asked for a territory report, sales summary, performance numbers, or 'how is my book doing'.

SKILL.md

Territory Report

A metrics task. The numbers come from the database; the chart is rendered from them.

1. Gather the metrics

Ask chinook-analyst for Jane's book of business (SupportRepId = 3):

  • Total revenue and number of invoices.
  • Top customers by revenue (with amounts).
  • Revenue by genre (for Jane's customers).
  • Any obvious trend (e.g. revenue by year, if useful).

Get exact figures; do the arithmetic with the code interpreter if you need to combine results.

2. Write the report

  • Use the code interpreter to get today's date: new Date().toISOString().slice(0, 10).
  • write_file a clear Markdown report to /outputs/territory_report-<date>.md: headline totals, a top-customers list, and a revenue-by-genre table.

3. Chart

Call render_pie_chart with the revenue-by-genre labels and values, saved as territory_chart.png. Reference the image in the report.

Done

Tell Jane where the report and chart were saved, with the headline revenue number.

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