finance-report

Name: finance-report
Availability: InStock
Author: az9713

Generate a self-contained HTML financial report from a project brief.

Updated May 2, 2026

Search Tags:#html #dashboard #reporting #finance #p&l #mrr

Ready to run

npx skills add https://github.com/az9713/open-design-tutorial --skill finance-report-az9713

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: finance-report
Source: https://github.com/az9713/open-design-tutorial/tree/main/skills/finance-report
Command: npx skills add https://github.com/az9713/open-design-tutorial --skill finance-report-az9713

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill streamlines financial reporting by generating a polished, publication-ready report from a brief, eliminating manual assembly tasks.

Core Features & Use Cases

Self-contained HTML output: single HTML document with inline CSS that can be shared or embedded in dashboards.
KPI & P&L coverage: includes masthead, revenue, burn/expenses, gross margin, and an outlook paragraph.
Versatile briefs: handles monthly, quarterly, and annual briefs for SaaS-like businesses and other growth companies; suitable for internal reviews or investor updates.

Quick Start

Provide a project brief describing the reporting period, required sections, and targets; the Skill will return a ready-to-render HTML report.

Frequently Asked Questions about finance-report

High-intent search queries and answers about installing and using this skill.

FAQPage Schema

How do I generate an HTML financial report from a brief?▼

To generate an HTML financial report, provide a project brief detailing the reporting period and targets; the skill outputs a single, self-contained HTML document with inline CSS and SVG charts ready for distribution.

Can I create a P&L summary and revenue trend dashboard for SaaS metrics?▼

Yes, you can create a P&L summary and revenue trend dashboard for SaaS metrics by submitting a brief; the output includes KPIs, gross margin, burn expenses, and MRR trends rendered within a single HTML document.

What is the best way to automate monthly investor updates for SaaS businesses?▼

Automating monthly investor updates involves processing a monthly brief through this skill to produce a publication-ready HTML report, covering masthead, KPIs, and an outlook paragraph suitable for investor distribution.

Does this reporting tool support quarterly and annual financial briefs?▼

Yes, the reporting tool supports quarterly and annual financial briefs for SaaS-like businesses, rendering the specified period's financial data, including revenue trends and outlook sections, into a polished HTML report.

Do I need external dependencies to render the SVG charts in the finance dashboard?▼

No external dependencies are needed to render SVG charts in the finance dashboard; the skill generates a self-contained HTML document with inline CSS and inline SVG charts, requiring no additional libraries.