weekly-kpi-report

Weekly KPI Report Generator (McKinsey Style)

Purpose

Transform weekly auto insurance policy cost data into executive-ready board presentation slides using McKinsey consulting design principles. Generate data-driven insights with conclusion-first structure, professional visualization, and actionable recommendations.

Quick Start

Three-Step Generation Process

1. Upload Data: Provide weekly insurance cost data file (Excel/CSV)
2. Automatic Processing: Skill validates data, calculates KPIs, and generates insights
3. Download PPT: Receive McKinsey-style board presentation ready for executive meeting

Basic Usage Example

User: "Generate board report from this week's insurance data"

Assistant (using this skill):
1. Validates uploaded file and extracts week number
2. Calculates 16+ KPIs (cost rates, premium progress, loss ratios)
3. Generates 12-13 slide deck with:
   - Executive summary with key insights
   - Institutional and customer segment analysis
   - Problem-oriented headlines with actionable recommendations
4. Returns: "{Organization}_Week{N}_McKinsey_Report.pptx"

Minimal Requirements

• Input: Excel/CSV file with insurance policy cost data
• Week Number: Extracted from filename or user-provided
• Configuration (optional): Custom thresholds in references/config.json
• Output: Professional PPT with charts, insights, and recommendations

When to Use This Skill

Trigger this skill when:

• User uploads auto insurance weekly cost data (Excel/CSV format) and requests board presentation
• User mentions keywords: "董事会汇报", "周报PPT", "经营分析演示", "board report", "executive briefing"
• User asks to generate presentation slides from insurance data
• User requests McKinsey-style or consulting-style reports

Core Workflow

Step 1: Data Validation

Execute the data validator to ensure data quality:

python scripts/data_validator.py <uploaded_file_path>

The validator checks:

• Required field completeness (policy numbers, premium amounts, cost rates)
• Data type correctness (numeric fields, date formats)
• Week number extraction from filename (e.g., "第45周" → Week 45)
• Record count and date range calculation

Step 2: KPI Calculation

Calculate board-level KPIs (not raw data dumps):

python scripts/kpi_calculator.py <file_path> <week_number>

Four KPI Categories:

1. Business Scale

   • Weekly premium revenue and growth rate
   • Policy count and average premium per policy
   • Business type distribution (truck/passenger/private)

2. Profitability

   • Combined ratio (loss ratio + expense ratio)
   • Variable cost rate distribution and outliers
   • Profitability comparison by customer segment

3. Business Structure

   • New energy vehicle (NEV) penetration rate and trend
   • Renewal rate vs. new policy ratio
   • Contribution by distribution channel

4. Risk Management

   • Claims frequency and high-risk business proportion
   • Average claim amount changes
   • Risk exposure in high-risk segments (e.g., highway freight)

Step 3: Generate McKinsey-Style PPT

Create presentation slides with consulting-grade design:

python scripts/board_ppt_generator.py <week_number> <kpi_data_json>

Slide Structure (7 slides):

1. Cover - Title, date range, presenter
2. Executive Summary - Core metrics with top 3 highlights/risks
3. Premium Analysis - Revenue trends, business mix, YoY comparison
4. Profitability Analysis - Combined ratio breakdown, cost rate by segment
5. NEV Business Focus - NEV penetration, loss ratio comparison vs. traditional vehicles
6. Risk Management - Claims frequency heatmap, high-risk business list
7. Action Items - Auto-generated recommendations based on data patterns

Refer to references/mckinsey-style-guide.md for detailed design principles.

Step 4 (Optional): Week-over-Week Comparison

When user provides data for two consecutive weeks:

python scripts/optional_modules/week_comparator.py <week1_kpis.json> <week2_kpis.json>

Generates additional comparison slide showing WoW changes in key metrics.

Design Principles

McKinsey Three Pillars:

1. Conclusion-First Titles - Every slide title answers "So what?"

   • ❌ Wrong: "Profitability Analysis"
   • ✅ Right: "Profitability remains healthy with 83.9% combined ratio below industry benchmark"

2. Minimalist Layout - Less is more

   • Large white space (0.8" margins)
   • Single red accent line at top
   • No excessive decorations or logo stacking

3. Left-Aligned Structure - Professional business style

   • Title left-aligned (24pt, conclusion statement)
   • Left column: bullet points
   • Right column: supporting charts
   • Bottom: italic recommendations (12pt)

Color Scheme: Uses client-specific colors extracted from corporate reports:

• Primary: Deep Red (#a02724) - 60% usage for core messages
• Alert: Bright Red (#c00000) - warnings and risks
• Text: Black (#000000) - titles and important text
• Background: White (#FFFFFF) - clean backdrop

Configure colors in assets/mckinsey_config.json.

Configuration

Alert Thresholds

Customize business rules in config.json:

{
  "预警阈值": {
    "综合成本率_上限": 95, // Alert if combined ratio > 95%
    "新能源车赔付率差距": 10 // Alert if NEV loss ratio > traditional + 10pp
  }
}

Display Parameters

{
  "报表参数": {
    "显示TOP业务类型数": 5, // Show top 5 business types
    "显示TOP机构数": 5 // Show top 5 distribution channels
  }
}

Refer to references/config-guide.md for full configuration options.

Usage Examples

Example 1: Basic Usage

User: 我上传了第45周的车险数据,帮我生成董事会汇报PPT

Execution:
1. Identify file: "车险保单变动成本清单__第45周_.xlsx"
2. Run data_validator.py
3. Run kpi_calculator.py with config.json thresholds
4. Run board_ppt_generator.py using assets/mckinsey_board_template.pptx
5. Output: "华安车险周报_第45周_麦肯锡版.pptx"
6. Return download link with brief data summary

Error Handling

• Missing week number in filename → Prompt user to confirm week number
• Missing required fields → List missing columns and ask whether to proceed
• All cost rates abnormal (>100%) → Warning that data may be incorrect
• Invalid JSON config → Use default values and notify user

Technical Stack

• Data processing: pandas, numpy
• Visualization: matplotlib (Chinese font handling), seaborn
• PPT generation: python-pptx
• Template: assets/mckinsey_board_template.pptx
• Field Mapping: field_mapping.json (支持中英文字段自动适配)
• Supported Data Formats:
  • Excel files (.xlsx, .xls) with Chinese field names
  • CSV files (.csv) with English field names (e.g., from transformed data)

Output Location

Generated PPT files saved to: /mnt/user-data/outputs/

Filename format: 华安车险周报_第{week_number}周_麦肯锡版.pptx

Version Information

• Version: v2.0.0 (Field Mapping Support)
• Last Updated: 2025-12-08
• Maintainer: Alongor
• Data Source: Hua'an Insurance Sichuan Branch weekly auto insurance reports
• Supported Formats: Excel (.xlsx, .xls), CSV (.csv)
• Supported Field Names: Chinese (跟单保费, 业务类型分类) and English (signed_premium_yuan, business_type_category)