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finance-report

Build a single-screen financial report as a self-contained HTML file. Present revenue, recurring revenue changes, margins, cash runway, charts, profit and loss comparisons, key accounts, and an outlook for monthly, quarterly, or yearly reporting.

OriginalShow the original description

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".

AI rating90/ 100See how to install

Good for

  • Preparing a monthly or quarterly financial report
  • Reviewing SaaS recurring revenue and cash runway
  • Comparing profit and loss with the previous period
  • Presenting key accounts and the financial outlook

Overview

What it does

Turn monthly, quarterly, or yearly financial information into a self-contained HTML report that fits on one screen. Four indicator cards show revenue, net new monthly recurring revenue, gross margin, and cash runway—the time remaining before available cash runs out. Charts present revenue trends and the cost breakdown. The report also includes a profit and loss table comparing the current and previous periods, a list of key accounts, an outlook, and spaces for the author and signature.

When it helps

Use it to share startup, division, or project performance in a consistent format. It also supports reviews of SaaS recurring revenue and cash burn. The workflow checks that numbers match the charts and tables, and that changes show both their direction and percentage.

Example requests

  • “Create a Q3 report for an early-stage SaaS with monthly recurring revenue, cash burn, gross margin, and key accounts.”
  • “Turn our division’s monthly profit and loss into an HTML report with a previous-period comparison.”

Notes

An active DESIGN.md is required for colors, typography, layout, and components. The output is one HTML file with embedded CSS. If the period or entity is unspecified, the skill assumes a quarterly SaaS report and selects sample figures. Specify the reporting period and actual data for real financial reporting.

This overview was written by AI (OpenAI Codex) from the public SKILL.md. Check the original below for the exact behavior.

Objective evaluation

AI rated this skill on four points using only the contents of its SKILL.md. Stars and popularity are not taken into account.

Clear instructionsIs it clear when to use it and what it does?
AGoodIt explicitly identifies financial reports and MRR reviews as use cases and specifies producing a single HTML file.
Concrete stepsAre steps, inputs, outputs, and examples spelled out?
AGoodFive workflow steps specify card and table contents, numerical checks, and the output format.
SafetyAre sending data, deleting files, and running commands disclosed?
AGoodThe workflow centers on reading DESIGN.md and generating HTML, with no instructions for external transmission or deletion.
Easy setupDoes it need few tools or API keys, and are they documented?
BPartly lackingDESIGN.md and rtl-and-bidi are required, but instructions for preparing them are absent.

The total counts each point as A = 25, B = 15, C = 5. Rated by AI (OpenAI Codex) as of Oct 20, 2026. Treat it as a guide and read the original before installing.

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Files included (2)

  • SKILL.md2.1 KB
  • example.html12.9 KB

SKILL.md (original)

Review the instructions the agent will receive before you install.

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>

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