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Finance Report

ASecurity

Create quarterly or monthly finance report pages with KPIs, revenue breakdowns, charts, commentary, and executive summaries.

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  • Added September 9, 2026
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A100/100

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Scanned September 9, 2026

npx -y skills add onfire7777/universal-ai-skills-library --skill finance-report --agent claude-code

Installs into .claude/skills of the current project.

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SKILL.md
---
name: finance-report
description: Create quarterly or monthly finance report pages with KPIs, revenue breakdowns, charts, commentary, and executive summaries.
  Quarterly / monthly financial report — masthead with KPIs, revenue and
  burn charts, P&L summary table, top-line highlights, and an outlook
  paragraph. Use when the brief mentions "financial report", "Q3 report",
  "MRR review", "P&L", or "财报".
triggers:
  - "financial report"
  - "finance report"
  - "quarterly report"
  - "p&l"
  - "mrr review"
  - "财报"
  - "财务报告"
od:
  mode: prototype
  platform: desktop
  scenario: finance
  featured: 10
  preview:
    type: html
    entry: index.html
  design_system:
    requires: true
    sections: [color, typography, layout, components]
  craft:
    requires: [rtl-and-bidi]
  example_prompt: "Build me a Q3 financial report for an early-stage SaaS — MRR, burn, gross margin, top accounts."
---

# Finance Report Skill

Produce a single-screen financial report in one self-contained HTML file.

## Workflow

1. **Read the active DESIGN.md.** Tables, KPI cards, and chart strokes use
   palette tokens — never invent new ones.
2. **Classify** the period (monthly / quarterly / yearly) and entity
   (startup, division, project) from the brief. If unspecified, assume a
   quarterly SaaS report and pick believable numbers.
3. **Layout** the page in this order:
   - Masthead: company / period / "Confidential — Finance" badge.
   - Headline KPI strip (4 cards): Revenue, Net new MRR, Gross margin, Cash runway.
   - Revenue trend chart (inline SVG line + area).
   - Cost breakdown chart (inline SVG bar) with a 2–3 bullet caption.
   - P&L summary table (Revenue / Gross profit / Opex / Net) with current vs prior period.
   - Top accounts table with logo placeholders, plan, ARR, status badge.
   - Outlook paragraph + footer with author + signature line.
4. **Write** one self-contained HTML doc (CSS in one inline `<style>` block).
5. **Self-check**: every number ties to a labelled chart or table; deltas
   show direction and percentage; accent colour used at most twice.

## Output contract

```
<artifact identifier="finance-report-q3" type="text/html" title="Q3 Finance Report">
<!doctype html>
<html>...</html>
</artifact>
```

Files in this skill

  • .openskills.json218 B
  • SKILL.md2.2 KB
  • example.html12.9 KB

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