AI + Creating professional, executive-facing... Playbook

Creating professional, executive-facing quarterly G2 report cards manually is time-consuming and requires manual aggregation of multiple data sources into a formatted Excel workbook that matches brand templates.

User uploads All_Reports_Rank_Data CSV filtered to a vendor (from Looker export). Optionally uploads supplementary files (Index Report Data, Grid Report Data, Momentum Report Data, Best Performing Products, Historical Report Medals) and call transcript. System parses the rank data, extracts vendor name, pulls G2 MCP data (product star rating, review count, review distribution), optionally browses G2 report profile pages via Chrome to extract satisfaction scores, ROI metrics, and time-to-value stats. Then generates a 6-tab Excel workbook matching PDQ Connect template format: Executive Summary (with KPIs, Key Wins, Areas to Watch), Rank Improvements, Rank Drops, New Reports, All Report Data, and By Category.

Transforms manual report card creation into a standardized, professional output that reads like an executive briefing—reducing production time while ensuring consistent, marketing-ready formatting with compelling details pulled from multiple G2 data sources.

Key Wins and Areas to Watch Details column writing style: Lead with movement/result + one proof point + why it matters, in 1-2 sentences max. Use specific data (rank movements, satisfaction %, ROI months vs. category average, go-live time) instead of jargon. Example: '#2 in Endpoint Management (Enterprise) — jumped from #9 to #2 out of 36 vendors.' Report card includes 6 KPI metrics (Total Reports, #1 Rankings, Rank Improved, Rank Dropped, Leader Badges, Top 5 Placements) and must include hyperlinked Report URLs in the All Report Data tab. Output file naming: {Vendor}_{Season}{Year}_Report_Card.xlsx. Color scheme: Navy headers (#1B2A4A), green for positive changes (#D1FAE5), red for declines (#FEE2E2), yellow for Leader badges (#FEF3C7). All fonts Arial; title 16pt bold, section headers 13pt bold, data cells 10pt.

Rank data CSV must contain: Vendor Name, Report Category, Report Segment, Report Region, Report Type, Current Rank, Old Rank, Rank Change, Product Count, Current Badges, New to Report?, Report URL. Without supplementary files (Index, Grid, Momentum data) or Chrome report profile browsing, Details column is limited to rank movements and badge wins rather than compelling ROI/satisfaction stats. Call transcript significantly enriches Executive Summary but is optional. Report card works for any vendor but requires filtering of G2 rank data to the target vendor first.