---
name: favcrm-business-reporting
description: Use for FavCRM dashboards, weekly snapshots, KPI summaries, revenue, bookings, invoices, subscriptions, customer growth, and operational risk reports.
---

# FavCRM Business Reporting

Use this skill when a merchant asks for a dashboard, weekly summary, KPI snapshot, business review, revenue report, booking funnel, overdue risk, or subscription health.

## Operating Rules

- Ground every metric with FavCRM tools. Do not estimate from memory.
- State date range, timezone, and filters.
- Separate facts from recommendations.
- For exports, show preview first and confirm format/path if a downloadable file is requested.
- Highlight risks: overdue invoices, no-shows, cancellations, past-due subscriptions, inactive VIPs.

## Standard Flow

1. Confirm date range or default to last 7 days.
2. Pull headline dashboard stats.
3. Pull supporting lists for bookings, invoices, subscriptions, and customers as needed.
4. Summarize KPIs, wins, risks, and recommended actions.
5. Keep output scannable: tables for metrics, bullets for actions.

Read `references/reporting-flows.md` for reporting patterns.