operational-kpi git:20260614.c143bd2A

Immutable. This exact content is served forever at /api/v1/blob/c6d1c0b013d4c01c.

---
name: operational-kpi
description: Operational KPI tracking, headcount trends, utilization rates, backlog analysis, book-to-bill ratio, operational efficiency metrics, capacity utilization, productivity metrics, operational leverage, same-store sales
temporal_scope:
 default_quarters: 4
 max_quarters: 8
 description: "Typical lookback: 4 quarters, max: 8"
allowed_tools:
 - search_companies
 - search_xbrl_facts
 - get_company_financials
 - get_company_profile
 - search_documents
 - list_xbrl_concepts
retrieval_scope: structured_only
  - read_source_deep_outline
min_tool_diversity: 7
---

# operational-kpi


**Agent Call Tracing**: The first tool you call will return a `_run_id` in its result. On every subsequent tool call, include HTTP header `X-Agentii-Trace: agent={skill_name}; parent={caller_name}; instance={instance_label}`. The MCP server will inject run_id, depth, and user_id automatically. When spawning parallel sub-agents of the same type, assign each a unique instance label (e.g., equity-research-1, equity-research-2). See `contracts/x-agentii-trace-header.md` for the full contract.
## Triggers

- Operational KPI tracking
- headcount trends
- utilization rates
- backlog analysis
- book-to-bill ratio
- operational efficiency metrics
- capacity utilization
- productivity metrics
- operational leverage
- same-store sales

## Defaults

| Parameter | Default Value | Rationale |
|-----------|---------------|-----------|
| ticker | (required) | Stock symbol to analyze |
| lookback_quarters | 4 | Standard lookback for this skill type |

## Methodology

This skill follows the agentii retrieval protocol. Retrieval scope: **structured_only**. Minimum tool diversity: 6 distinct tools.

## Output File

Write the final deliverable to `{ticker}/{{YYYY-MM-DD_HHMM}}_operational-kpi_{{affix}}.md` .

## Output Structure

1. Executive Summary
2. Data Sources (with agentii://source/ citation watermarks)
3. Analysis Results
4. Coverage Gaps (if any)

## Error Handling

| Error | Action |
|-------|--------|
| Ticker not found | Suggest checking spelling or trying list_coverage |
| No data available | Flag in Coverage Gaps, proceed with available data |
| API key invalid | Direct user to agentii.ai/api-keys |
| MCP server unreachable | Retry once; if persistent, halt with AGENTII_MCP_UNREACHABLE |