About sales-brief
sales-brief is a skill for analyzing sales data and turning the results into a two-week content plan for business owners. It reviews product performance, seasonality, and possible drivers while leaving publication decisions to the owner.
Key features
- 01PayPal and QuickBooks sales analysis
- 02Product ranking by revenue and volume
- 03Seasonality and period comparisons
- 04HubSpot campaign cross-reference
- 05Two-week content brief
- 06Owner approval before publication
Use cases
- 01Find products gaining or losing sales share
- 02Relate sales changes to campaigns or seasonality
- 03Plan content angles for the next two weeks
Install
Copy the command and run it in a terminal.
npx skills add https:/ / github.com/ anthropics/ knowledge-work-plugins --skill sales-briefAfter installing, type/sales-briefin Claude Code to confirm it loaded.
Details
From the project READMERun the sales analysis and content brief. Pull what sold (and what didn't), explain why, and produce a ready-to-use content plan that acts on the data.
Parse arguments:
--lookback(default:30d) —30d,60d, or90dlookback window
Step 1 — Sales breakdown
Using the content-strategy skill workflow for sales analysis:
- Pull PayPal transactions for the lookback period grouped by item/service/SKU.
- Pull QuickBooks revenue by product/service category.
- Rank products by: total revenue, unit volume, and margin (if available in QB).
- Calculate each product's share of total revenue vs. prior equivalent period.
Top sellers: products that grew share or maintained top-3 rank. Bottom sellers: products with declining volume or below 5% of revenue.
Step 2 — Seasonality check
- Compare current period to same period in prior year (if QB history available).
- Flag any items with a seasonal pattern (e.g., spikes in Q4, slow summers).
- Note any new products with insufficient history to detect seasonality.
Step 3 — Why analysis
For each top and bottom seller, explain the likely driver:
- Price change, promo, new channel, seasonal demand, competitor move
- Cross-reference with HubSpot campaign activity for the period
- Note where attribution is inferred vs. confirmed
Step 4 — 2-week content brief
Produce a ready-to-use content brief:
2-Week Content Brief — {date range}
PUSH THESE (winners)
• {product}: {suggested angle} — {channel: email|social|both}
• {product}: {suggested angle} — {channel}
CLEAR THESE (slow movers)
• {product}: {promo angle or bundle suggestion} — {channel}
CONTENT CALENDAR
Week 1:
Mon: {post/email concept}
Wed: {post/email concept}
Fri: {post/email concept}
Week 2:
Mon: {post/email concept}
Wed: {post/email concept}
Fri: {post/email concept}
Connector failures
If both QuickBooks and PayPal are unreachable, stop — sales analysis requires at least one revenue source. If only one is connected, run from that source and note "QuickBooks not connected — revenue data from PayPal only" (or vice versa). If HubSpot is missing, skip campaign cross-reference in the "why analysis" and note it.
Approval gates
- Never auto-schedule or publish content. The brief is for owner review only.
- Never create Canva assets automatically — offer to generate them after owner approves the brief.
Output
Present the sales analysis, then the content brief. Ask the owner if they'd like to generate Canva assets for any of the planned posts.