sales-brief

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🇺🇸

Original

English
🇨🇳

Translation

Chinese
Run the sales analysis and content brief. Pull what sold (and what didn't), explain why, and produce a ready-to-use content plan that acts on the data.
Parse arguments:
  • --lookback
    (default:
    30d
    ) —
    30d
    ,
    60d
    , or
    90d
    lookback window
执行销售分析并生成内容简报。提取畅销与滞销产品信息,分析背后原因,并制定可直接落地的数据驱动型内容计划。
解析参数:
  • --lookback
    (默认值:
    30d
    )—— 可选回溯周期为
    30d
    60d
    90d

Step 1 — Sales breakdown

步骤1 — 销售明细分析

Using the
content-strategy
skill workflow for sales analysis:
  1. Pull PayPal transactions for the lookback period grouped by item/service/SKU.
  2. Pull QuickBooks revenue by product/service category.
  3. Rank products by: total revenue, unit volume, and margin (if available in QB).
  4. Calculate each product's share of total revenue vs. prior equivalent period.
Top sellers: products that grew share or maintained top-3 rank. Bottom sellers: products with declining volume or below 5% of revenue.
使用
content-strategy
技能工作流进行销售分析:
  1. 提取回溯周期内按商品/服务/SKU分组的PayPal交易数据。
  2. 提取QuickBooks中按产品/服务分类的营收数据。
  3. 按以下维度对产品进行排名:总营收、销量、利润率(若QuickBooks中有相关数据)。
  4. 计算每个产品的营收占比,并与上一同期进行对比。
畅销产品:营收占比增长或保持前三排名的产品。 滞销产品:销量下滑或营收占比低于5%的产品。

Step 2 — Seasonality check

步骤2 — 季节性检查

  1. Compare current period to same period in prior year (if QB history available).
  2. Flag any items with a seasonal pattern (e.g., spikes in Q4, slow summers).
  3. Note any new products with insufficient history to detect seasonality.
  1. 将当前周期与去年同期进行对比(若QuickBooks有历史数据)。
  2. 标记具有季节性特征的商品(例如:第四季度销量激增、夏季销量低迷)。
  3. 记录因历史数据不足无法检测季节性的新产品。

Step 3 — Why analysis

步骤3 — 原因分析

For each top and bottom seller, explain the likely driver:
  • Price change, promo, new channel, seasonal demand, competitor move
  • Cross-reference with HubSpot campaign activity for the period
  • Note where attribution is inferred vs. confirmed
针对每个畅销和滞销产品,分析其表现背后的可能驱动因素:
  • 价格变动、促销活动、新渠道拓展、季节性需求、竞品动作
  • 与同期HubSpot营销活动进行交叉验证
  • 标注归因是推断得出还是已确认的

Step 4 — 2-week content brief

步骤4 — 2周内容简报

Produce a ready-to-use content brief:
2-Week Content Brief — {date range}

PUSH THESE (winners)
• {product}: {suggested angle} — {channel: email|social|both}
• {product}: {suggested angle} — {channel}

CLEAR THESE (slow movers)
• {product}: {promo angle or bundle suggestion} — {channel}

CONTENT CALENDAR
Week 1:
  Mon: {post/email concept}
  Wed: {post/email concept}
  Fri: {post/email concept}
Week 2:
  Mon: {post/email concept}
  Wed: {post/email concept}
  Fri: {post/email concept}
生成可直接使用的内容简报:
2周内容简报 — {日期范围}

重点推广(爆款产品)
• {产品}: {建议推广角度} — {渠道:邮件|社交平台|两者兼顾}
• {产品}: {建议推广角度} — {渠道}

清理库存(滞销产品)
• {产品}: {促销角度或捆绑销售建议} — {渠道}

内容日历
第1周:
  周一:{帖子/邮件创意}
  周三:{帖子/邮件创意}
  周五:{帖子/邮件创意}
第2周:
  周一:{帖子/邮件创意}
  周三:{帖子/邮件创意}
  周五:{帖子/邮件创意}

Connector failures

连接器故障处理

If both QuickBooks and PayPal are unreachable, stop — sales analysis requires at least one revenue source. If only one is connected, run from that source and note "QuickBooks not connected — revenue data from PayPal only" (or vice versa). If HubSpot is missing, skip campaign cross-reference in the "why analysis" and note it.
若QuickBooks和PayPal均无法连接,则停止操作——销售分析至少需要一个营收数据源。若仅其中一个可连接,则基于该数据源运行分析,并标注“未连接QuickBooks——仅使用PayPal营收数据”(反之亦然)。若HubSpot不可用,则跳过“原因分析”中的营销活动交叉验证环节,并进行标注。

Approval gates

审批规则

  • Never auto-schedule or publish content. The brief is for owner review only.
  • Never create Canva assets automatically — offer to generate them after owner approves the brief.
  • 禁止自动排期或发布内容。简报仅用于所有者审核。
  • 禁止自动创建Canva素材——需在所有者批准简报后,再提供素材生成服务。

Output

输出内容

Present the sales analysis, then the content brief. Ask the owner if they'd like to generate Canva assets for any of the planned posts.
先展示销售分析结果,再呈现内容简报。询问所有者是否需要为计划中的帖子生成Canva素材。