Client Dashboard

Generates a client-facing executive KPI dashboard from QuickBooks Online data. Produces an Excel workbook with traffic-light scoring, 6-month trend sparklines, client-specific watch items, and a CDC log tracking KPI changes month-over-month. Use after monthly close to deliver the final executive summary deliverable to clients. NOT a substitute for P&L variance analysis, not for mid-month snapshots, and not for clients without QBO integration.

samledger67-dotcom@samledger67-dotcom

Install

openclaw skills install @samledger67-dotcom/client-dashboard

Client Dashboard / KPI Report — SKILL.md

What This Skill Does

When To Use

Monthly close is complete and it's time to generate the client dashboard
User asks for KPI report, dashboard, or executive summary for any client
After running P&L Quick Compare and bank rec — this is the final deliverable step

When NOT To Use

NOT a substitute for P&L Quick Compare (different purpose — this is executive summary, not variance analysis)
NOT for mid-month snapshots — designed for complete monthly periods
NOT for YTD / annual reports — use P&L Deep Analysis for those
NOT for clients without QBO integration (no data source)

Pipeline: `scripts/pipelines/client-dashboard.py`

Prerequisites

bash

pip install openpyxl
# Node.js qbo-client must be authenticated for the target slug

Usage

bash

# Example — March 2026
python3 scripts/pipelines/client-dashboard.py --slug <client-slug> --month 2026-03

# Custom output directory
python3 scripts/pipelines/client-dashboard.py --slug <client-slug> --month 2026-03 --out ~/Desktop/reports

# QBO sandbox
python3 scripts/pipelines/client-dashboard.py --slug <client-slug> --month 2026-03 --sandbox

Arguments

Argument	Required	Description
`--slug`	✅	Company slug (must match qbo-client connection)
`--month`	✅	Report month: `YYYY-MM` format
`--out`	❌	Output directory (default: `~/Desktop`)
`--sandbox`	❌	Use QBO sandbox environment

Output: Excel Workbook

Filename: KPI_Dashboard_{slug}_{YYYY_MM}.xlsx

Tab	Contents
Executive Summary	Headline numbers + traffic-light KPI table with benchmarks
KPI Scorecard	Full KPI detail with definitions, thresholds, and score
Trends	6-month KPI trend with sparklines (↑↗→↘↓ + block chars)
Cash Position	Balance sheet cash, CF summary, liquidity ratios, runway
Watch Items	SOP-driven priority items surfaced prominently
CDC Log	Month-over-month KPI delta (what changed since last run)

KPIs Computed

KPI	Formula	Unit
Revenue MoM Growth	`(curr_rev - prior_rev) / prior_rev × 100`	%
Revenue YoY Growth	`(curr_rev - yoy_rev) / yoy_rev × 100`	%
Gross Margin %	`gross_profit / revenue × 100`	%
Gross Margin (3-Mo Avg)	Rolling 3-month GP/Revenue	%
Net Margin %	`net_income / revenue × 100`	%
OpEx Ratio	`total_opex / revenue × 100`	%
Interest Expense Ratio	`interest_expense / revenue × 100`	%
Current Ratio	`current_assets / current_liabilities`	x
Quick Ratio	`(current_assets - inventory) / current_liabilities`	x
Debt-to-Equity	`total_liabilities / total_equity`	x
DSO	`ar / (revenue / days)`	days
DPO	`ap / (cogs / days)`	days
Cash Runway	`cash / monthly_burn`	months
Retail % of Revenue	`retail_revenue / total_revenue × 100`	%

All math uses Python Decimal for precision.

Traffic Light Scoring

Each KPI is scored GREEN / YELLOW / RED based on configurable thresholds per client SOP.

text

🟢 GREEN  = On target (within green band)
🟡 WATCH  = Approaching threshold (yellow band)
🔴 ACTION = Below/above acceptable range (outside yellow band)
⬜ N/A    = KPI not applicable or not configured

Thresholds are defined in CLIENT_CONFIGS in the script — one config block per client slug.

Client SOP Integration

Adding a New Client

Add a block to CLIENT_CONFIGS in the script:

python

"new-slug": {
    "company_name": "Company Name",
    "industry": "Industry",
    "has_ar": True,
    "has_headcount": False,
    "kpis_enabled": ["revenue_mom", "gross_margin", ...],
    "thresholds": {
        "gross_margin": {"green": (Decimal("45"), None), "yellow": (Decimal("35"), Decimal("45"))},
        ...
    },
    "watch_items": [...],
    "benchmarks": {...},
    "benchmark_source": "Source description",
}

CDC (Change Data Capture)

Cache stored at: .cache/client-dashboard/{slug}.json

First run: saves full KPI snapshot, CDC tab shows "First run" message
Subsequent runs: diffs current KPIs vs. prior run
CDC log shows: KPI label | Prior | Current | Delta | % Change | Improved/Declined

Trend Sparklines

6-month trend for each KPI uses two formats:

Direction arrows: ↑↑ ↑ ↗ → ↘ ↓ ↓↓ (based on % change over period)
Block bars: █▇▅▃▁_ (relative to max value — in Trends tab mini-chart section)

Peer Benchmarks

Manual config only. Benchmark values live in CLIENT_CONFIGS[slug]["benchmarks"]. Source attribution displayed in every tab footer. To update: edit benchmarks dict and benchmark_source string per client.

Integration with Pipeline Suite

This pipeline is designed to run after monthly close is complete: