Official skill · Finance
Monthly KPI summary for leadership
Writes a monthly KPI summary: a headline, each KPI vs last month and target with the reason, and 3 things to act on. Never invents numbers. Use it when the month closed and leadership wants the KPI read-out.
AI skill
Have your AI write the monthly KPI summary for leadership
14 days free · No card needed
Works in Claude, ChatGPT, and coding agents. On Team and Business, the official skill in your pod updates itself when we improve it.
When to use it
- The month closed and leadership wants the KPI read-out
- A dashboard exists but nobody wrote what it means
What you give it
- KPI table: this month, last month, target
- KPI definitions
- Context: launches, price changes, incidents
What you get
A one-page summary with a KPI table, reasons from evidence, 3 actions, and a list of gaps.
How it works
- Check the table before writing
- Mark status per KPI
- Explain the why only from evidence
- Write the headline
- Pick 3 things to act on
- List the gaps
Example
What you give it
> May metrics, Corvid Analytics: > MRR: 182,000 (April 171,000; target 180,000) > New customers: 41 (April 38; target 50) > Logo churn: 2.9% (April 1.8%; target under 2%) > Support first response (hours): 5.2 (April 3.1; target 4) > Notes: price increase for new customers on 1 May. One support agent on leave half the month.
What you get back (the start of it)
KPI summary — May
Headline: MRR passed target at 182,000, but logo churn rose to 2.9% against a 2% target.
| KPI | This month | Last month | Change | Target | Status |
|---|---|---|---|---|---|
| MRR | 182,000 | 171,000 | +11,000, +6.4% | 180,000 | On track |
| New customers | 41 | 38 | +3, +7.9% | 50 | Off track (18% below) |
| Logo churn | 2.9% | 1.8% | +1.1 pts | under 2% | Off track |
| First response (hours) | 5.2 | 3.1 | +2.1, +68% | 4 | Off track |
What moved and why
- MRR: +6.4% — the 1 May price increase for new customers likely contributed [check: split of MRR growth between price and new customers]
- New customers: +3, below target — reason not given
- Logo churn: up 1.1 points — reason not given
- First response: slower — one agent on leave for half the month
3 things to act on
1. Logo churn: pull the list of May cancellations with reasons — owner to assign 2. First response: cover support leave in June — owner to assign 3. New customers: check whether the price increase hurt conversion — owner to assign
The rest of this output, the full steps and the checks the AI runs before it answers are in your pod once you add the skill.
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Changelog
- v1.0.0 · · First release.
Sources
- 16 Startup Metrics | Andreessen Horowitz (read 2026-11-04)
- Revenue churn rate explained | Stripe (read 2026-11-04)
- How to calculate customer churn rates | Stripe (read 2026-11-04)
- Key Performance Indicators - Learn How to Set and Measure KPIs (read 2026-11-04)