cyberneticlibrary

Transform pipeline report to PDF

sales-report-pdfskillsetup L2591
zubair-trabzada/ai-sales-team-claude
What it does

Transform markdown pipeline report into polished, shareable PDF with charts and color-coded scores

Best for

Sales leaders sharing pipeline health with executives or board members in formatted deck format

Inputs
  • · SALES-REPORT.md file
  • · prospect analysis files (PROSPECT-ANALYSIS.md, COMPANY-RESEARCH.md, etc.)
Outputs
  • · PDF file (SALES-REPORT-{YYYY-MM-DD}.pdf) with formatting, charts, tables, color-coded component scores
Requires
  • · reportlab (Python library)
  • · Python 3
Preconditions

SALES-REPORT.md exists; reportlab installed (pip install reportlab)

Failure modes

missing reportlab → PDF generation fails; Python version mismatch; large prospect counts slow PDF build

Trust signals
  • · reportlab integration (production-grade PDF library)
  • · structured data extraction from markdown
  • · color-coded grade visualization (A-D grades)
  • · component score breakdown rendering