Sales Dashboard — 技能 — openclaw中文资讯站

技能详情（站内镜像，无评论）

Aggregate sales data from OKKI CRM and Campaign Tracker to generate weekly/monthly reports with alerts and push them to Discord.

通信与消息

许可证：MIT-0

MIT-0 ·免费使用、修改和重新分发。无需归因。

版本：v1.0.0

统计：⭐ 0 · 12 · 0当前安装次数· 0历史安装次数

⭐ 0

安装量（当前） 0

🛡 VirusTotal ：良性 · OpenClaw ：可疑

Package：cjboy007/ssa-sales-dashboard

安全扫描（ClawHub）

VirusTotal ：良性
OpenClaw ：可疑

OpenClaw 评估

The skill's stated purpose (aggregate OKKI + campaign data and push reports to Discord) is plausible, but the package quietly reads and writes other local workspaces and config files (including absolute /Users/wilson paths and a token cache) without declaring any required credentials — this mismatch is concerning.

目的

The description says it pulls from OKKI CRM and optional local files and pushes to Discord, which matches the scripts' high-level behavior. However, config/dashboard-config.json contains absolute paths into another user's workspace (e.g. /Users/wilson/.openclaw/workspace/xiaoman-okki/...) and references other skill workspaces (campaign-tracker, follow-up-engine, etc.). The skill did not declare any required environment variables or credentials…

说明范围

The SKILL.md instructs running the included node scripts, but the scripts read arbitrary local files and environment variables beyond what's documented: they load .env (ENV_PATH), look for OKKI client/config files and token.cache in an OKKI_WORKSPACE, and reference other skills' scripts/dirs. They also write snapshots, logs, and token cache files. The SKILL.md does not disclose these filesystem accesses or that it will read other skills' proje…

安装机制

There is no external install step or remote download; this is an instruction-only skill with bundled JS files. That lowers install risk (no remote code fetch), but the included code will run on the host and access local files when invoked.

证书

The registry metadata shows no required env vars or credentials, but the code loads a .env, honors OKKI_WORKSPACE/ENV_PATH environment variables, and reads OKKI API config (which may include clientId/clientSecret) and a token cache. The skill can therefore read secrets from local config files without declaring them. It also writes token.cache into the referenced OKKI workspace, giving it write access into other project areas — this is dispropo…

持久

always:false (normal), but the scripts create and update files: data/snapshots, data/latest.json, logs/, reports/, and importantly OKKI_TOKEN_CACHE inside the referenced OKKI_WORKSPACE. That means the skill can modify files in other workspaces if paths resolve, giving it a persistent footprint outside its own directory. Autonomous invocation is allowed by default (not flagged alone) and would increase blast radius given the file-access behavior.

安装（复制给龙虾 AI）

将下方整段复制到龙虾中文库对话中，由龙虾按 SKILL.md 完成安装。

请把本段交给龙虾中文库（龙虾 AI）执行：为本机安装 OpenClaw 技能「Sales Dashboard」。简介：Aggregate sales data from OKKI CRM and Campaign Tracker to generate weekly/mont…。
请 fetch 以下地址读取 SKILL.md 并按文档完成安装：https://raw.githubusercontent.com/openclaw/skills/refs/heads/main/skills/cjboy007/ssa-sales-dashboard/SKILL.md
（来源：yingzhi8.cn 技能库）

SKILL.md

打开原始 SKILL.md（GitHub raw）

# Sales Dashboard 销售仪表盘

## 描述
渐进式销售数据概览，从 OKKI CRM 和 Campaign Tracker 采集核心指标，生成周报/月报，通过 Discord 推送。

## 架构

```
scripts/
├── data-collector.js      # 数据采集（OKKI API + 可选数据源）
├── metrics-calculator.js  # 指标计算（漏斗 + 环比 + 异常检测）
├── report-generator.js    # Markdown 报告生成（周报/月报）
└── discord-push.js        # Discord 推送（自动分片 >1800 字符）

config/
└── dashboard-config.json  # KPI 定义 / 数据源映射 / 告警阈值

data/
├── latest.json            # 最新一次采集的指标
├── calculated.json        # 计算后的指标（含漏斗/告警）
├── snapshots/             # 历史快照（{period}-{date}.json）
└── reports/               # Markdown 报告
```

## 数据源

| 数据源 | 必选 | 类型 | 说明 |
|--------|------|------|------|
| OKKI CRM | ✅ | API | 客户/订单/报价/线索/商机 |
| campaign-tracker | ❌ | 文件 | 邮件发送量/回复率 |
| follow-up-engine | ❌ | 文件 | 跟进数据 |
| order-tracker | ❌ | 文件 | 订单跟踪 |
| customer-segmentation | ❌ | 文件 | 客户分群 |
| pricing-engine | ❌ | 文件 | 定价数据 |

缺失的可选数据源显示 N/A，不报错。

## 用法

### 采集数据
```bash
node scripts/data-collector.js --period weekly [--date 2026-03-24] [--dry-run]
node scripts/data-collector.js --period monthly [--date 2026-03-01]
```

### 计算指标
```bash
node scripts/metrics-calculator.js --check-alerts
```

### 生成报告
```bash
node scripts/report-generator.js --period weekly [--dry-run]
node scripts/report-generator.js --period monthly
```

### Discord 推送
```bash
# 推送最新周报
node scripts/discord-push.js --latest-report weekly

# 推送指定报告
node scripts/discord-push.js --report data/reports/weekly-2026-03-24.md

# 手动告警
node scripts/discord-push.js --alert "⚠️ 订单金额异常下降"
```

## 定时任务（OpenClaw cron）

| 任务 | Cron ID | 时间 | 说明 |
|------|---------|------|------|
| 周报 | bbdf51a8-36e0-4ee9-824b-0c92f7a44bf1 | 每周一 09:00 CST | 采集 + 计算 + 生成 + 推送 |
| 月报 | 13e4378e-655e-4082-8bc0-c8fbd8e91c12 | 每月 1 日 09:00 CST | 采集 + 计算 + 生成 + 推送 |

## 告警阈值（保守初始值）

| 指标 | 条件 | 阈值 |
|------|------|------|
| 邮件回复率 | 低于 | 10% |
| 订单金额 | 环比下降超 | 50% |
| 周订单数 | 等于 | 0 |

## 历史快照机制

每次采集保存 `data/snapshots/{period}-{date}.json`，永不覆盖。
`data/latest.json` 每次更新为最新数据。
环比计算自动读取上一期快照。

## 已知问题 & 改进记录

### v1.0.1 (2026-03-25)
- **修复**: Campaign Tracker reply_rate 从小数 (0.667) 正确转换为百分比 (66.7%)
- **修复**: Campaign Tracker JSON 报告嵌套 metrics 字段兼容
- **新增**: OpenClaw cron 定时任务（周报 + 月报）已创建
- **验证**: OKKI API 时间过滤正常工作（start_time/end_time/time_type 参数）
- **验证**: 历史快照机制正常（data/snapshots/）
- **待优化**: OKKI 沙盒环境数据为空（全 0），切换生产环境后验证

---

**版本:** 1.0.1
**创建:** 2026-03-25
**更新:** 2026-03-25