Load context
On first use: Read ../../CLAUDE.md to obtain scenario-level configuration (KPI definitions/achievement criteria/target values).
/kpi-data-tracking — KPI data tracking and reporting
Examples
→ Example: The user says "Help me check the KPI completion progress of each business line this month, up to today," and the system should invoke this skill, pull data from each system, and output a progress tracking table.
→ Example: The user says "Monthly sales KPI data needs to be updated once a week for a management dashboard," and the system should invoke this skill to establish an automated KPI data tracking mechanism.
→ Example: The user says "The financial shared service center has gone live, and we want to include reimbursement KPIs in automatic system extraction," and the system should invoke this skill to configure KPI data extraction from SAP Concur.
Step 1: Obtain KPI target values
Obtain KPI target values from [budget system/strategy system]:
KPI 名称 | 目标值 | 单位 | 目标来源 | 备注
---------|--------|------|----------|----
[KPI1] | [X] | [%/万/个] | [年度预算/战略目标] | [说明]
[KPI2] | [X] | [%/万/个] | [季度分解] | [说明]
Step 2: Extract actual KPI values
Obtain actual values from [BI system/ERP/CRM/financial system]:
KPI 名称 | 实际值 | 单位 | 数据来源 | 数据时间 | 数据状态
---------|--------|------|----------|----------|----
[KPI1] | [X] | [%/万/个] | [系统名] | [时间] | [✅已确认/⚠️待核实]
[KPI2] | [X] | [%/万/个] | [系统名] | [时间] | [✅已确认/⚠️待核实]
Data extraction query:
□ 查询条件：追踪期间 [YYYY-MM]，KPI 范围 [全部/指定列表]
□ 数据时间戳：[YYYY-MM-DD HH:MM]
□ 数据颗粒度：[月度/季度累计]
Step 3: Data verification
Cross-verification between systems:
□ BI vs ERP 数值一致性：[✅ 一致 / ⚠️ 差异 X%（差异值 [X]）]
□ 财务数据 vs 审计数据：[✅ 一致 / ⚠️ 差异待确认]
□ 本期 vs 上期合理性：[✅ 正常 / ⚠️ 异常波动 >X%]
□ 数据质量评估：
→ 完整度：[X]% — 缺失 [KPI 名称] 的原因
→ 及时性：[✅ 及时 / ⚠️ 延迟 X 天]
→ 一致性：[✅ 高 / ⚠️ 中 / 🔴 低]
Handling abnormal data:
□ 异常项：[KPI 名称] — 实际值 [X]，偏离预期 [±X%]
→ 原因：[数据录入错误/口径调整/真实业务变化]
→ 处理：[已修正/待确认/保持原值]
Step 4: Achievement rate calculation
KPI achievement rate = actual value / target value × 100%
KPI 名称 | 目标值 | 实际值 | 达成率 | 差距 | 状态
---------|--------|--------|--------|------|----
[KPI1] | [X] | [X] | [X]% | [±X] | [✅达标/⚠️接近/🔴未达标]
[KPI2] | [X] | [X] | [X]% | [±X] | [✅达标/⚠️接近/🔴未达标]
状态定义：
✅ 达标：达成率 ≥ [X]%（如 95%）
⚠️ 接近：达成率 ≥ [X]%（如 85%）但 < 达标线
🔴 未达标：达成率 < [X]%
Trend calculation:
□ 环比变化（vs 上期）：
→ 提升：[X] 个 KPI — [KPI 名称] (+[X]%)
→ 下降：[X] 个 KPI — [KPI 名称] (-[X]%)
□ 同比变化（vs 去年同期）：
→ 提升：[X] 个 KPI — [KPI 名称] (+[X]%)
→ 下降：[X] 个 KPI — [KPI 名称] (-[X]%)
Step 5: Generate KPI tracking report
═══════════════════════════════════════
KPI 追踪报告
报告期间：[YYYY-MM]
生成时间：[YYYY-MM-DD HH:MM]
═══════════════════════════════════════
【KPI 状态汇总】
状态 | 数量 | 占比
-------|------|------
✅ 达标 | [X] | [X]%
⚠️ 接近 | [X] | [X]%
🔴 未达标 | [X] | [X]%
合计 | [X] | 100%
【KPI 明细】
| # | KPI 名称 | 目标 | 实际 | 达成率 | 环比 | 同比 | 状态 |
|---|---------|------|------|--------|------|------|------|
| 1 | [KPI1] | [X] | [X] | [X]% | [±X] | [±X] | ✅ |
| 2 | [KPI2] | [X] | [X] | [X]% | [±X] | [±X] | ⚠️ |
| 3 | [KPI3] | [X] | [X] | [X]% | [±X] | [±X] | 🔴 |
【未达标 KPI 分析】
| # | KPI 名称 | 缺口 | 主因 | 建议措施 |
|---|---------|------|------|----------|
| 1 | [KPI3] | [X] | [原因] | [措施] |
【数据质量】
□ 数据完整度：[X]% — [✅达标/⚠️需关注]
□ 系统一致性：[✅通过/⚠️差异已处理]
═══════════════════════════════════════
置信度：[✅ 高 / ⚠️ 中 / 🔴 低]
═══════════════════════════════════════
Escalation trigger conditions
- Proportion of KPIs not meeting targets > [X]% (e.g., 30%)
- Achievement rate of key KPIs (revenue/profit) < [X]% (e.g., 80%)
- Data quality score < [X]% (e.g., 60%)
- Period-over-period decline of a single KPI > [X]% (e.g., 20%)
- Data discrepancies between systems cannot be verified within [X] days
Finance Skills — kpi-data-tracking atomic skill