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Business Operations Analysis

Data Analysis Updated 2026.08.30

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About this skill

Problem

Business operations analysis often stalls on inconsistent metric definitions, missing formulas, and unclear anomaly attribution. Decision makers need auditable conclusions, not scattered spreadsheets.

How It Works

The skill follows the COSTA five-step workflow, starting with a data-readiness gate and then switching output based on source count:
- Full mode: with 2+ sources, it produces a T1 executive dashboard, T2 business breakdown, T3 operating efficiency, anomaly list, and recommendations, with Excel and PDF output.
- Compact mode: with one source, it produces an executive dashboard, basic trend view, and anomaly list, with Markdown and Excel output.
- Readiness gate: it checks headers, merged cells, blank rows/columns, formatting, dates, and dimension fields; scores below 18 return a rejection and evaluation report.
- Metrics and attribution: it uses the indicator library, accounting rules, and anomaly rules to tie revenue, gross profit, net profit, and cash flow to calculable fields and thresholds.

Boundaries

It works best with structured operational data such as orders, finance, and inventory. If dimension fields, definitions, or source data are missing, conclusions are limited to insufficient data.

Use Cases

  • Before monthly reviews, combine order and finance Excel files into an executive dashboard, anomaly list, and recommendations.
  • With one finance sheet, produce an executive dashboard, basic trend view, and anomaly list while flagging insufficient data.
  • Before submitting reports, validate headers, merged cells, blank rows, date formats, and dimension fields.
  • When revenue drops, decompose business and efficiency metrics using attribution rules to produce a checkable explanation.

Best For

  • Business owners who run monthly reviews and need conclusions tied to metrics and anomaly attribution.
  • Operations analysts who consolidate order, finance, and inventory tables into management reports and explain revenue or margin shifts.
  • Finance or data specialists who need to check whether raw Excel meets field and definition requirements before analysis.
  • SMB managers who need an executive dashboard, anomaly list, and recommendations instead of scattered sheets.