Verify dashboards before you trust them
A sanity-check workflow for broker performance charts, retirement projections, and portfolio analytics that may be misleading, incomplete, or just buggy.
Create a skill called "Broker Tools Reality Check". When a broker dashboard, projection tool, or performance chart looks wrong, help me verify what I am seeing against more trustworthy records and tell me: - whether the issue is likely expected behavior, - a known display limitation, - or something worth escalating.
This recipe is for users who do not fully trust what the broker dashboard is
showing but are not sure whether the problem is real.
Label mistakes so patterns become obvious
Traders often report that profitability improved only after tracking mistakes (not just P&L). This recipe forces a mistake tag on every trade and compiles a mistake leaderboard.
Converts tags + stats into one concrete rule change
Traders often recommend a weekly review to spot repetitive patterns (revenge trades after first loss, overtrading during lunch, etc.). This recipe compiles the week into a short brief and proposes one fix.
Every pushed close date, tracked and visible
Close dates in your CRM are fiction. This skill tracks every change, counts pushes per deal, and exposes the patterns — which reps push most, which deal types slip, and which "committed" deals are actually at risk.
Revenue reports built overnight, not over coffee
Every Monday, sales ops stares at Salesforce for 3 hours. This skill auto-generates your weekly revenue report — activity metrics, pipeline changes, conversion rates, and quota tracking — delivered to Slack before the team standup.