Your weekly revenue report, built by agents
Agents connect to Google Analytics, Stripe, and your production database to generate weekly business intelligence reports. Revenue trends, funnel analysis, conversion metrics, and visual dashboards — delivered automatically.
What you get
Stripe MRR pulled directly from your account — week-over-week and month-over-month comparisons, new revenue, churned revenue, and net growth calculated automatically.
GA4 sessions combined with database signups and Stripe conversions to build a full-funnel view: visits → signups → paid. Drop-off points identified at every stage.
Which landing pages and blog posts actually drive conversions? The agent maps GA4 page data to signup and payment events so you know where your revenue comes from.
Charts, trend lines, and KPI cards rendered as an interactive artifact — MRR over time, funnel conversion rates, traffic sources, and top-performing pages in one view.
Every metric compared against last week and last month with growth percentages. The agent highlights what improved, what declined, and what needs attention.
Schedule it weekly. The agent pulls data from GA4, Stripe, and your production database every Monday morning, generates a visual dashboard, and posts the highlights to Slack before your team standup.
> Pulling Stripe data: $24,850 MRR, 12 new subscriptions, 3 churned
> Querying production DB: 847 signups this week, 3,214 active users
Funnel analysis:
> Visits 14,283 → Signups 847 (5.9%) → Paid 12 (1.4%)
> Drop-off highest at signup form (62% abandon rate)
> Top page /pricing converts at 8.3% (vs 5.9% site avg)
Week-over-week:
> MRR +$1,200 (+5.1%) vs last week
> Sessions +1,840 (+14.8%) vs last week
> Signups +93 (+12.3%) vs last week
✓ Visual dashboard saved as artifact
✓ Weekly summary posted to #revenue on Slack
For CRHQ clients
Enable the required skills
Make sure these skills are active on your satellite:
Tell the agent what to report on
Example prompt:
Schedule weekly runs
Set up a recurring Monday morning schedule so the report lands before your team standup. Over time, the agent builds historical context and highlights trends automatically. Use the schedule skill to automate it.
Get more out of this workflow
Compare actual financial results period over period
Tell the agent to calculate growth rates over multiple timeframes — week-over-week, month-over-month, and quarter-over-quarter. This surfaces whether a metric spike is a trend or a blip, and gives you the context to make decisions without digging into spreadsheets.
Use delegation to pull from multiple sources in parallel
When pulling from GA4, Stripe, and your database, the delegation skill can spin up sub-agents that query each source simultaneously. One agent handles GA4, another handles Stripe, another queries your database — and the lead agent compiles everything into a single report. Cuts report generation time significantly.
delegationStore reports in project documents for historical tracking
Tell the agent to save each week's key metrics to project documents. Over months, this builds a structured dataset the agent can reference — making trend analysis richer and enabling questions like "how did our funnel change after the pricing page redesign?"
manage-project-documentsCombine with customer 360 for deeper insights
Pair your revenue dashboard with a customer-level view. When the agent spots a churn spike or conversion drop, follow up by analyzing individual customer journeys — which segments churned, what features they used, and what their last interactions looked like. Data tells you what happened; customer context tells you why.