KPI Tracker Skill
Track, analyze, and report on Key Performance Indicators for any business.
About this skill
This AI agent skill empowers users to establish a robust system for monitoring critical business metrics. It allows the agent to define and categorize various Key Performance Indicators (KPIs) across different business functions like revenue, operations, marketing, and customer success. Users can set specific targets and thresholds (green, yellow, red) for each KPI, enabling quick visual assessment of performance. The skill facilitates ongoing data management by allowing users to record current KPI values, which are then stored historically in a simple `kpi-data.json` file. This historical data is crucial for trend analysis. A core feature is the ability to generate weekly or monthly KPI reports in a clear, formatted markdown style, complete with color-coded status indicators and percentage attainment relative to targets. Beyond just reporting, the KPI Tracker Skill also proactively flags metrics that are off-track and prompts the agent to initiate root cause analysis. It can also perform trend analysis, reading historical data to summarize performance direction, velocity, and predict future target attainment based on current trends. This makes it a valuable tool for consistent business performance monitoring and timely intervention.
Best use case
This skill is primarily for business owners, project managers, marketing leads, or anyone responsible for monitoring key operational metrics and strategic goals. It's ideal for those who need a streamlined way to keep track of their business's pulse without complex dashboards, using their AI agent as a personalized business intelligence assistant to get quick updates, identify issues, and understand trends.
Track, analyze, and report on Key Performance Indicators for any business.
Users should expect formatted, color-coded KPI status reports, flagged underperforming metrics with prompts for analysis, and insights into historical performance trends.
Practical example
Example input
Generate a weekly KPI report and tell me which metrics are off track.
Example output
📊 KPI Report — Week of Feb 10, 2026 🟢 Monthly Recurring Revenue: $48,200 (target: $50,000) — 96.4% 🔴 Customer Churn Rate: 8.1% (target: 3%) — needs attention 🟡 Lead Conversion Rate: 11% (target: 15%) — trending up from 9% ⚠️ Action needed on 1 red, 1 yellow KPI
When to use this skill
- When you need quick, consolidated reports on business performance.
- To proactively identify and address underperforming Key Performance Indicators.
- For simple historical tracking and trend analysis of your business metrics.
- To empower your AI agent to act as a personal business analyst.
When not to use this skill
- For highly complex data analysis requiring advanced statistical modeling.
- If you already use a dedicated business intelligence (BI) platform with extensive features.
- When deep integration with various data sources (e.g., CRM, ERP) is required.
- For collaborative, multi-user KPI dashboards with access control.
Installation
Claude Code / Cursor / Codex
Manual Installation
- Download SKILL.md from GitHub
- Place it in
.claude/skills/afrexai-kpi-tracker/SKILL.mdinside your project - Restart your AI agent — it will auto-discover the skill
How KPI Tracker Skill Compares
| Feature / Agent | KPI Tracker Skill | Standard Approach |
|---|---|---|
| Platform Support | Not specified | Limited / Varies |
| Context Awareness | High | Baseline |
| Installation Complexity | easy | N/A |
Frequently Asked Questions
What does this skill do?
Track, analyze, and report on Key Performance Indicators for any business.
How difficult is it to install?
The installation complexity is rated as easy. You can find the installation instructions above.
Where can I find the source code?
You can find the source code on GitHub using the link provided at the top of the page.
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SKILL.md Source
# KPI Tracker Skill
Track, analyze, and report on Key Performance Indicators for any business.
## What It Does
When activated, this skill helps you:
- Define and categorize KPIs (revenue, ops, marketing, customer success)
- Set targets and thresholds (green/yellow/red)
- Generate weekly/monthly KPI reports in markdown
- Flag KPIs that are off-track with root cause prompts
- Store historical data in a simple JSON file for trend analysis
## Usage
Tell your agent: "Track these KPIs" or "Give me a KPI report" or "Which metrics are off track?"
### Setup
Create `kpi-config.json` in your workspace:
```json
{
"kpis": [
{
"name": "Monthly Recurring Revenue",
"category": "revenue",
"unit": "$",
"target": 50000,
"redBelow": 35000,
"yellowBelow": 45000
},
{
"name": "Customer Churn Rate",
"category": "customer",
"unit": "%",
"target": 3,
"redAbove": 7,
"yellowAbove": 5
}
]
}
```
### Recording Data
Say: "Record MRR at $42,000 for this week"
The agent stores entries in `kpi-data.json`:
```json
{
"entries": [
{ "kpi": "Monthly Recurring Revenue", "value": 42000, "date": "2026-02-13", "note": "Post-launch week" }
]
}
```
### Reports
Say: "KPI report" and the agent generates a formatted status board:
```
📊 KPI Report — Week of Feb 10, 2026
🟢 Monthly Recurring Revenue: $48,200 (target: $50,000) — 96.4%
🔴 Customer Churn Rate: 8.1% (target: 3%) — needs attention
🟡 Lead Conversion Rate: 11% (target: 15%) — trending up from 9%
⚠️ Action needed on 1 red, 1 yellow KPI
```
### Trend Analysis
Say: "Show MRR trend" — the agent reads historical entries and summarizes direction, velocity, and whether you'll hit target at current pace.
## How the Agent Should Behave
1. Read `kpi-config.json` for KPI definitions
2. Read/write `kpi-data.json` for historical values
3. When asked for a report: calculate status for each KPI, format with color indicators
4. When a KPI is red: proactively suggest investigation areas
5. When recording: validate the value makes sense (e.g., churn can't be negative)
## File Locations
- Config: `kpi-config.json` (workspace root or custom path)
- Data: `kpi-data.json` (same directory as config)
- Reports: generated on-demand, optionally saved to `reports/kpi-YYYY-MM-DD.md`
## Pro Tip
Pair this with a cron job to generate weekly KPI reports automatically. For deeper business intelligence and pre-built industry KPI templates, check out [AfrexAI Context Packs](https://afrexai-cto.github.io/context-packs/) — drop-in configurations that include KPI frameworks for 10+ industries.Related Skills
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