kpi-management-master

KPI Management Master Skill

Capability Description

What this is: The master skill for KPI management scenarios, integrating KPI target setting, data tracking, alert handling, and root cause analysis, providing financial BPs and management with comprehensive KPI management capabilities.

What problem it solves: When users need to set KPIs, track KPI execution, handle KPI alerts, or analyze reasons for KPI underperformance, invoke this skill to obtain a complete KPI management solution.

Boundaries: Does not involve specific business execution (sales/production itself), focusing on KPI system design and analysis.

Trigger Conditions

Invoke this skill when any of the following scenarios are met:

User mentions "KPI", "performance indicators", "target tracking", "underperformance"
User mentions "KPI alert", "indicator anomaly", "performance analysis"
User requests "set KPIs", "track KPIs", "analyze KPIs"

Examples

→ Example: User says "Next quarter we need to set KPIs for the sales team, and the finance BP needs to assist with target decomposition", the system should invoke this skill and enter the KPI setting path.

→ Example: User says "Gross margin has been below budget for 3 consecutive months, what is the reason", the system should invoke this skill and enter the root cause analysis path.

→ Example: User says "There is an alert on a monthly operational KPI, inventory turnover days are 20 days more than last month", the system should invoke this skill and enter the KPI alert handling path.

Input

□ 场景类型：[KPI 设定/追踪/预警处理/未达标分析]
□ KPI 类型：[财务 KPI/运营 KPI/业务 KPI]
□ 涉及期间：[月度/季度/年度]
□ 已获取信息：[描述]

Atomic Capability Invocation Sequence

Step 1 → [KPI 目标设定]（kpi-target-setting）
  → 输出：KPI 目标值与分解

Step 2 → [KPI 数据追踪]（kpi-data-tracking）
  → 输出：KPI 实际值报告

Step 3 → [KPI 预警处理]（kpi-alert-handling）
  → 输出：预警处理方案（如触发预警）

Step 4 → [KPI 根因分析]（kpi-root-cause）
  → 输出：未达标原因分析

Step 5 → 汇总输出 KPI 管理报告

Output Format

KPI 管理报告
====================

【KPI 概览】
□ KPI 数量：[X] 个
□ 达标率：[X%]
□ 黄灯 KPI：[X] 个
□ 红灯 KPI：[X] 个

【KPI 明细】
| KPI 名称 | 目标值 | 实际值 | 达成率 | 状态 |
|---|---|---|---|---|
| [名称] | [X] | [X] | [X%] | ✅/⚠️/🔴 |

【预警处理】（如适用）
□ 预警 KPI：[名称]
□ 预警原因：[描述]
□ 处理措施：[描述]

【未达标分析】（如适用）
□ 未达标 KPI：[名称]
□ 原因分类：[可控/不可控]
□ 根因：[描述]
□ 改进措施：[描述]

【下一步行动】
□ [行动1] — 责任人 [X] — 完成 [YYYY-MM-DD]
□ [行动2] — 责任人 [X] — 完成 [YYYY-MM-DD]

Escalation Conditions

Escalation is required when any of the following conditions are met:

Key KPI underperforms for 3 consecutive months → Escalate to CFO
Annual KPI targets must be adjusted → Escalate to CEO
KPI data is systematically inconsistent → Escalate to CFO

Atomic Skill List

Atomic Skill	Purpose
kpi-target-setting	KPI target setting and decomposition
kpi-data-tracking	KPI data tracking and reporting
kpi-alert-handling	KPI alert handling
kpi-root-cause	Root cause analysis for KPI underperformance

Finance Skills — kpi-management master skill