/metrics

Generate a concise metrics snapshot suitable for monthly investor updates.

Purpose

Create a lightweight metrics summary that gives investors a quick pulse on business health without overwhelming them with data.

Context Gathering

1. Check for company configuration in this order (use first one found):
   • .claude/investor-updates.local.md (plugin's own config)
   • .claude/metrics.local.md (if using metrics plugin)
   • .claude/board-prep.local.md (if using board-prep plugin)
2. Look for any existing metrics data in the project
3. Ask user for current metrics if not available

Metrics to Include

Focus on these key metrics (lighter than full board reporting):

Required Metrics

Metric	What to Show
ARR or MRR	Current value + MoM change
Growth	MoM growth rate
Runway	Months remaining

Optional Metrics (include 1-2 if notable)

• Net Revenue Retention (if strong)
• New customers this month
• Key product metric (DAU, usage, etc.)
• Cash balance (if raising or notable change)

Format Options

Generate the snapshot in a format suitable for embedding in an email:

Inline Format (default)

📊 Quick Numbers
• ARR: $2.4M (+12% MoM)
• Runway: 16 months
• New customers: 8 (+3 from last month)

Table Format

| Metric | Current | Change |
|--------|---------|--------|
| ARR | $2.4M | +12% MoM |
| MRR | $200K | +$22K |
| Runway | 16 mo | +2 mo |

Guidance

• Keep it scannable (30 seconds to digest)
• Lead with the most important metric
• Use directional indicators (↑ ↓ →)
• Compare to previous month, not plan
• Round numbers for readability ($2.4M not $2,387,421)

Output

Generate the metrics snapshot and offer to:

1. Copy to clipboard (for pasting into email)
2. Save to a file
3. Insert into an existing draft

Reference the monthly-investor-updates skill for metrics presentation best practices.