Fill Your Sales & Marketing KPIs Sheet Automatically
Drop one file into your AI assistant and it turns raw channel data into a clean, auditable monthly KPI report.
It fills your monthly sales and marketing KPI sheet across every channel, matching each metric to the right row and adding a source note, and it asks for your approval before it writes anything.
Any AI assistant that can read a SKILL.md file (Claude, Claude Code, Cursor, or Codex). No separate app, no subscription, and no API key to buy. You point it at your own spreadsheet and your own data sources.
Works with
If closing the month means copying numbers from six dashboards into one spreadsheet by hand, this skill does that work for you. Sales & Marketing KPIs is a single SKILL.md file you drop into your AI assistant. It reads your monthly sales and marketing KPI sheet, understands its layout, and fills the right cells for your commercial pipeline, paid traffic, organic social, and Google metrics. Instead of a rigid template, it matches each key performance indicator to the row title that already exists in your sheet, never overwrites your formulas, and writes a short source note on every value so the whole report is auditable. Think of it as an automated marketing report assistant that turns scattered channel data into one clean, client-ready KPI dashboard.
- Close the month in minutes instead of an afternoon of copy and paste across dashboards
- Get one consolidated sales and marketing KPI sheet that lines up with your reporting dashboard
- Every cell carries a source note, so numbers are traceable and defensible in a client review
- Your existing formulas and totals stay intact: the skill matches by row title and never overwrites a formula
- Catch gaps early because a disconnected or missing source becomes a clear note, never an invented number
- Consistent monthly reporting that proves growth across pipeline, paid, organic, and Google in one view
- 1Drop the skill into your assistant
Add the single SKILL.md file to Claude, Claude Code, Cursor, or Codex. There is nothing to install and no account to create.
- 2Point it at your KPI sheet
Give it your monthly sales and marketing spreadsheet. It reads the tabs, finds each section (commercial pipeline, paid traffic, other advertising, social media, Google and SEO, lead nurturing), and locates metrics by row title rather than a fixed position.
- 3Connect your numbers
It pulls figures for the month you are closing from the sources you already use for CRM, paid ads, organic social, and Google metrics. Anything it cannot reach is flagged, not guessed.
- 4It checks the data before proposing anything
It sanity-checks the pull for a given month (an empty block or a sudden drop is treated as a partial read) so a half-finished snapshot never lands in your report.
- 5It asks before it writes
You get a preview table showing each cell: the row, the column or month, the current value, the proposed value, and the source. Nothing is written until you approve.
- 6You get a filled, auditable sheet
On approval it writes the values plus a source note on each cell, leaving your formulas and totals untouched, ready to share or drop into a client report.
- A completed monthly sales and marketing KPI sheet across every channel section
- A cell-by-cell preview (row, column, current value, new value, source) for your approval before any write
- A source note attached to each metric for a fully auditable report
- Clear flags for any disconnected or missing data source instead of blank or invented numbers
- A consolidated view that matches your reporting dashboard, ready for a client-facing marketing report
Full monthly close
Fill the entire sheet: commercial pipeline, paid traffic, organic social, Google and SEO, and lead nurturing, all in one approved pass.
Single section
Ask it to fill only one block, for example just the commercial pipeline or just paid traffic, when the rest of the sheet is already up to date.
Audit and reconcile
Point it at an already-filled sheet to review the numbers, flag anything that does not match your dashboard, and surface gaps before a client review.
SKILL.md · README.txt · LICENSE.txt — Single-seat commercial use. Do not resell or redistribute the file. Compatible with Claude, Claude Code, Cursor, Codex.
What does the Sales & Marketing KPIs skill actually do?
It fills your monthly sales and marketing KPI spreadsheet for you. It reads the sheet, matches each metric to the correct row, pulls the numbers for the month, shows you a preview, and after your approval writes each value with a source note while leaving your formulas alone.
Does it work with Claude, Cursor, and Codex?
Yes. It is a plain SKILL.md file, so it works with any AI assistant that reads skills, including Claude, Claude Code, Cursor, and Codex.
Do I need to install anything or buy an API key?
No. There is no separate app, no subscription, and no API key to purchase. You drop the file into your assistant and point it at your own spreadsheet and your own data sources.
Will it overwrite my existing formulas or totals?
No. It locates each metric by its row title rather than a fixed cell and never writes over a formula, so your existing totals and calculations stay intact.
What happens if a data source is missing or not connected?
It never invents a number. A missing or disconnected source becomes a clear note in the sheet, so you can see exactly what still needs to be connected instead of getting a misleading figure.
Do I need design or coding skills to use it?
No. You describe what you want in plain language, review the preview it proposes, and approve. No spreadsheet formulas or code required on your side.
An AI skill is a small, reusable instruction file (a SKILL.md) that teaches an AI assistant to do one job well. Sales & Marketing KPIs is exactly that: a Claude skill / AI agent skill you drop into your own assistant and run on demand, with no app, no subscription and no lock-in. You own the file forever.
It runs in Claude, Claude Code, Cursor, Codex and any assistant that reads a SKILL.md or a system prompt. Because it is just text, it is fully portable, and if it needs something to run, sales & marketing kpis asks you for it first instead of inventing.
Creators reach for it as a podcast clips AI and an AI podcast clip generator, to turn a podcast into Shorts and to pull podcast highlights automatically, finding the best podcast moments without scrubbing the whole episode.
- Download the file after checkout you get the SKILL.md plus a short README and your license.
- Add it to your AI drop SKILL.md into your skills folder (for example
.claude/skills/) or paste its contents as a custom instruction. - Run it ask your AI to use Sales & Marketing KPIs, give it what it asks for, and it does the work.
Get this skill plus every other one in a single agent bundle, ready to drop into your AI.
Ready to run Sales & Marketing KPIs?
Sales & Marketing KPIs
It fills your monthly sales and marketing KPI sheet across every channel, matching each metric to the right row and adding a source note, and it asks for your approval before it writes anything.
SKILL.md (plain text, nothing runs on your machine) plus a README and your license.Checkout opens soon. Get early access and I will send you the link the moment it is live.
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