Use when the weekly margin report is due, an ad-hoc margin review is requested, or below-floor alerts need investigation.
Generates weekly and ad-hoc margin reports with SKU-level profitability, channel comparisons, trend indicators, and below-floor alerts. Read-only — never modifies financial records.
general-manager requests a margin review, a below-floor alert needs investigation, or channel profitability needs comparisonmargin < channel_floorreferences/queries.md for full template)"ai_generated": trueSee references/queries.md for SQL query patterns and the full report template.
| Rationalization | Reality |
|---|---|
| "COGS is probably close enough to skip the label" | Every estimate must be labeled. Unlabeled numbers imply confirmed data. |
| "The variance is small, I'll smooth it over" | Surface all anomalies. A $50 gap today can be $5,000 next quarter. |
| "The charitable allocation lowers apparent margin, I'll exclude it" | It is a real expense. Include it with its accounting label — never omit. |
| "This channel is below floor but volume is tiny" | Floor violations are flagged regardless of volume. general-manager decides what to do. |
data/finance-reports.json"ai_generated": true"ai_generated": true