# dr-financial-summary

> Claude/Codex skill by [@datarails](https://omgskills.com/library/datarails/index.md) · 3 stars · Updated 2026-09-22

Quick snapshot of revenue, expenses, gross profit, and margin from real aggregated totals. Self-contained — discovers the client's financials table and fields on its own, no profile or setup step required.

## Install

```sh
git clone https://github.com/Datarails/dr-claude-code-plugins-re /tmp/dr-claude-code-plugins-re && ln -s /tmp/dr-claude-code-plugins-re/skills/financial-summary ~/.claude/skills/dr-financial-summary
```

## From README

Financial Summary What this skill does A quick overview of the user's financial data — revenue, key expense categories, gross profit, gross margin, monthly trend direction. Built for a morning check-in or 30-second meeting prep. Uses the aggregation start→poll tools (startaggregationbyalias → getaggregationresultbyalias, or their by-id twins) for real totals — no row caps, no estimation from samples. Totals default to the latest complete fiscal year (or trailing 12 closed months), never an unscoped all-time figure, and every snapshot is labeled with the period and scenario it covers. This skill is self-contained: it discovers the client's financials table and field names itself (Step 2). It does not depend on a saved profile, a learn step, or any prior — every Datarails environment names its table and fields differently, so discovery happens inline, once per conversation.

## Links

- HTML page: https://omgskills.com/library/datarails/dr-claude-code-plugins-re/skills/financial-summary/
- GitHub: https://github.com/Datarails/dr-claude-code-plugins-re
- Author: [@datarails](https://omgskills.com/library/datarails/index.md)

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