Skills Product & Business Financial Report Generation Tool

Financial Report Generation Tool

v20260430
finance-report
Generates a comprehensive, single-screen financial report in a self-contained HTML file. This skill is designed for analyzing key business metrics, including P&L summaries, MRR trends, KPI cards (Revenue, Gross Margin, Cash Runway), and top-accounts analysis. Ideal for quarterly or monthly financial reviews in SaaS or startup environments.
Get Skill
453 downloads
Overview

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.

  1. 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.

  1. 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.
  1. Write one self-contained HTML doc (CSS in one inline <style> block).
  2. 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>
Info
Name finance-report
Version v20260430
Size 5.03KB
Updated At 2026-05-01
Language