| name | quarterly-report-card |
|---|
| description | Generate a formatted quarterly G2 report card (xlsx) for any customer account. Takes All_Reports_Rank_Data CSV + optional call transcript and produces a 6-tab Excel workbook matching the PDQ Connect template format (Executive Summary with KPIs/Key Wins/Areas to Watch, Rank Improvements, Rank Drops, New Reports, All Report Data, By Category). Trigger for "report card for [account]", "quarterly report card", "G2 report card", "spring/summer/fall/winter report card for [account]", "build a report card", "create report card for [account]", "make the PDQ-style report card", or any request to create a formatted performance summary from G2 rank data for a customer. Also trigger when the user uploads an All_Reports_Rank_Data CSV and asks to "run the report card" or "generate the report card". Works for any vendor — just needs the rank data CSV filtered to that vendor. |
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Quarterly G2 Report Card Generator
Generates a professional, exec-facing G2 report card as an Excel workbook (.xlsx) for any account. Matches the PDQ Connect Spring 2026 template format.
Prerequisites
Required input:
All_Reports_Rank_Data CSV/XLSX filtered to the target vendor (from Looker export)
- 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
Optional inputs (check if user uploaded these — they significantly enrich the report):
Index Report Data — contains index scores per report (e.g., 9.28/10) and score changes. Enables richer Details column.Grid Report Data — contains Grid satisfaction and market presence scores. Enables competitive context.Momentum Report Data — contains momentum and satisfaction scores. Enables velocity analysis.Best Performing Products — score improvement rankings.Historical Report Medals — badge history across seasons.- Call transcript (text file) — insights get woven into the Executive Summary.
- Season/quarter label (defaults to current season + year).
- Focus category — if the account has a primary licensed category, specify it.
G2 MCP enrichment (do this automatically):
- Use
list_products with filter_vendor_name to get the vendor's G2 product (star_rating, review_count).
- Use
list_standard_product_reviews to get review distribution (5-star count, themes) and review metadata (aggregates show star breakdown).
- If Chrome is connected, browse the #1-ranked report profile pages to extract satisfaction percentages, ROI metrics, and time-to-value vs. category averages. These are the stats that make the Details column compelling for marketing use.
How to Run
- Parse all uploaded data files — read the rank data first, then check for supplementary files (Index, Grid, Momentum, etc.)
- Identify the vendor name from the CSV (look at the
Vendor Name column)
- Pull G2 MCP data — product star rating, review count, review distribution
- If Chrome is available, browse the #1 report profile pages to extract satisfaction scores, ROI metrics, go-live times, and category averages
- Build the workbook following the structure and formatting spec below
- Save to outputs as
{Vendor}_{Season}{Year}_Report_Card.xlsx
Output Structure (6 tabs)
