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LucasOl1337
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finance-report

Generate a self-contained HTML financial report with inline CSS and SVG charts.

Updated Aug 27, 2026
Search Tags:#html#reporting#finance#saas#kpis#pnl#data-visualization
One-click install
npx skills add https://github.com/LucasOl1337/simple-ai --skill finance-report-lucasol1337
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: finance-report
Source: https://github.com/LucasOl1337/simple-ai/tree/main/DesignTemplates/embedded/open-design/skills/finance-report
Command: npx skills add https://github.com/LucasOl1337/simple-ai --skill finance-report-lucasol1337

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Quarterly / monthly financial reporting is time-consuming and error-prone. This skill creates a self-contained HTML financial report that includes a masthead, KPI strip, revenue and burn charts, a P&L summary, top accounts, and an outlook paragraph.

Core Features & Use Cases

  • Self-contained HTML output with inline CSS and inline SVG charts.
  • KPI strip, revenue trend, cost breakdown charts, a P&L summary table, and top accounts with status badges.
  • Outlook paragraph and signature area to close the report.
  • Workflow: read the DESIGN.md to guide layout, classify period, and ensure numbers tie to charts and tables.

Quick Start

Generate a Q3 financial report for a SaaS startup with MRR, burn, gross margin, and top accounts.

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 self-contained HTML financial report for SaaS KPIs?▼

You create a self-contained HTML financial report by using this Skill to output a single document with inline CSS and SVG visuals, featuring KPI cards, P&L summaries, and revenue charts for SaaS metrics.

What is included in a quarterly SaaS financial briefing?▼

A quarterly SaaS financial briefing includes a masthead, KPI strip, revenue and burn charts, a P&L summary table, top accounts with status badges, and an outlook paragraph within a single HTML file.

Can I visualize MRR and cash runway metrics in an HTML P&L summary?▼

You can visualize MRR and cash runway in an HTML P&L summary because this Skill generates KPI cards and labeled SVG charts, ensuring every figure references a corresponding table or visual.

Does this reporting approach work for monthly SaaS investor updates?▼

This reporting approach works for monthly SaaS investor updates by classifying the period and generating investor-ready summaries with regional breakdowns, plan migrations, and key SaaS metrics.

Do I need external libraries to display SVG revenue and cost charts?▼

You do not need external libraries to display SVG revenue and cost charts because the generated output is a single self-contained HTML document relying entirely on inline CSS and inline SVG visuals.

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