finance-report

Generate a self-contained HTML finance report from KPI, P&L, and forecast data.

Updated Aug 23, 2026
One-click install
npx skills add https://github.com/junainfinity/osmDesign --skill finance-report-junainfinity
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: finance-report
Source: https://github.com/junainfinity/osmDesign/tree/main/skills/finance-report
Command: npx skills add https://github.com/junainfinity/osmDesign --skill finance-report-junainfinity

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Generating consistent, professional financial reports is time-consuming and prone to human error; this skill automates the assembly of a complete, presentation-ready HTML report from KPIs, P&L data, and forecasts.

Core Features & Use Cases

  • Masthead with period and a Confidential badge; KPI strip; revenue and cost visuals; P&L summary table; top accounts; and an outlook paragraph.
  • Outputs a self-contained HTML artifact that can be shared with executives or used in presentations, dashboards, or PDFs.
  • Use cases include quarterly and monthly financial reviews, MRR tracking, and executive briefings for board updates.

Quick Start

Create a self-contained HTML finance report artifact using the data and artifact contract defined by this skill.

Frequently Asked Questions about finance-report

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

FAQPage Schema
How do I generate a quarterly finance report in HTML from KPI and P&L data?

You can generate a self-contained HTML finance report by inputting your KPI, P&L, and forecast data. The skill automatically assembles a presentation-ready HTML artifact featuring a masthead, KPI strip, revenue and cost visuals, and an outlook paragraph for executive briefings.

Can I create a board-ready financial dashboard with MRR tracking and cash runway analysis?

Yes, you can create a board-ready financial dashboard with MRR tracking and cash runway analysis. The skill processes SaaS financial metrics into a polished HTML artifact, featuring a KPI strip and P&L summary table designed for executive briefings and board updates.

What data do I need to prepare for automated SaaS financial reporting?

For automated SaaS financial reporting, you need to prepare KPI data, P&L statements, and financial forecasts. These inputs enable the skill to generate a complete HTML report with revenue analysis, gross margin calculations, and cash runway projections for your quarterly or monthly financial reviews.

Does the generated HTML finance report include a P&L summary table and revenue visuals?

Yes, the generated HTML finance report includes a P&L summary table and revenue visuals. The output artifact also features a masthead with a Confidential badge, a KPI strip, top accounts breakdown, and an outlook paragraph for comprehensive financial reporting.

What is the best way to share executive financial briefings without formatting issues?

The best way to share executive financial briefings without formatting issues is to use a self-contained HTML artifact. The skill applies deterministic styling from a design system, ensuring your KPI and P&L data renders consistently across browsers, presentations, or PDFs without external dependencies.

Can I use this for monthly financial reviews or is it limited to quarterly reporting?

You can use this for both monthly financial reviews and quarterly reporting. The skill is designed to apply to SaaS-like businesses for either period, generating an HTML finance report artifact that tracks MRR, gross margin, and cash runway regardless of the chosen timeframe.