bpa-ppt-report

name	bpa-ppt-report
description	WHEN: "create a presentation", "generate a PowerPoint", "make a slide deck", "build a board deck", "create slides from BPA data", "CFO PowerPoint report", "quarterly financial review slides", "executive presentation from data", "board presentation", "finance deck", "create a deck for the board", "generate a CFO report in PowerPoint", "create a financial summary presentation", "make slides for the QBR", "build the quarterly business review deck"
license	MIT
metadata	{"version":"1.0.0","author":"Aurelien Clere","tags":["bpa","finance","powerpoint","presentation","report","m365","copilot","cowork"]}

bpa-ppt-report

Orchestrates BPA data retrieval and structures it into a PowerPoint presentation using M365 Copilot's native deck-creation capability. Designed for the Cowork (Option C) deployment where M365 Copilot can write files to OneDrive/SharePoint directly.

Availability: PowerPoint file creation (step 6 below) requires Option C — M365 Copilot (Cowork). In Options A and B (VS Code), this skill produces a structured Markdown outline that the user can copy into PowerPoint manually or paste into Copilot to generate the deck.

When to use this skill

Use when asked for:

• A PowerPoint board deck or executive presentation from BPA data
• A quarterly/monthly financial review slide set
• A CFO presentation for board or leadership meetings
• A QBR (Quarterly Business Review) deck with live financial data
• A management summary slide deck from BPA KPIs

Default slide structure

Unless the user specifies otherwise, build a 6-slide deck:

#	Slide	BPA data source
1	Cover slide — company name, period, date	User context
2	P&L summary — Revenue, Gross Profit, EBITDA, Net Income	bpa-financial-performance
3	Budget vs actuals — YTD variance waterfall	bpa-budget-variance
4	Cash flow projection — 30/60/90-day outlook	bpa-cash-flow-projection
5	CFO KPI scorecard — RAG status	bpa-executive-kpis
6	Recommendations and next steps	AI reasoning over slides 2–5

Workflow

Step 1 — Clarify scope with user (if not provided)

Ask for:

• Period: fiscal year, quarter, or specific months (e.g., "Q2 2026", "H1 2026")
• Audience: board, C-suite, department heads, external (affects detail level)
• Legal entity / consolidation: single entity or group consolidation
• Custom slides: any additional topics (e.g., vendor performance, revenue by customer)

Step 2 — Retrieve P&L data (slide 2)

Invoke bpa-financial-performance skill workflow:

• Call get_bpa_dataset_schema to confirm revenue and income statement tables.
• Call execute_dax_query for P&L summary: Revenue, COGS, Gross Profit, OpEx, EBITDA, Net Income.
• Compute YoY growth percentages.

Step 3 — Retrieve budget variance data (slide 3)

Invoke bpa-budget-variance skill workflow:

• Call execute_dax_query for budget vs actuals, YTD variance by major category.
• Identify top 3 over-budget and top 3 under-budget lines.

Step 4 — Retrieve cash flow projection (slide 4)

Invoke bpa-cash-flow-projection skill workflow:

• Call execute_dax_query for 30/60/90-day AR collections and AP payments.
• Compute liquidity gap and criticality classification.

Step 5 — Retrieve CFO KPIs (slide 5)

Invoke bpa-executive-kpis skill workflow:

• Call execute_dax_query for the top KPIs with RAG status.
• Identify items flagged Red that need board attention.

Step 6 — Generate the presentation

In Option C (M365 Copilot / Cowork):

Instruct M365 Copilot to create the PowerPoint file using its native deck-creation capability:

Create a PowerPoint presentation in my OneDrive titled "[Company] CFO Board Deck — [Period]".
Use the following structure and data:

Slide 1 — Cover
  Title: [Company name] | CFO Board Presentation
  Subtitle: [Period] | Prepared [today's date]

Slide 2 — P&L Summary
  Headline: Revenue [X]M | Gross Margin [Y]% | EBITDA [Z]M
  Table: [P&L data from step 2]
  Callout: YoY growth [+/- %]

Slide 3 — Budget vs Actuals
  Headline: YTD variance [amount] ([%])
  Table: [top over/under-budget lines from step 3]
  Highlight: [3 lines most over budget in red]

Slide 4 — Cash Flow Outlook
  Headline: 90-day free cash position [amount]
  Table: 30/60/90-day collections, payments, gap
  Status: [CRITICAL/MODERATE/LOW classification]

Slide 5 — KPI Scorecard
  RAG table: [KPIs from step 5]
  Highlight: [Red-status KPIs]

Slide 6 — Recommendations
  [3–5 AI-generated recommendations based on the data above]
  Next steps with owners and target dates

In Options A / B (VS Code):

Output the same structure as a Markdown document. The user can:

1. Copy the Markdown into a new M365 Copilot chat and say "Create a PowerPoint from this".
2. Paste into an existing presentation template in PowerPoint.

Step 7 — Confirm and share

After the file is created, provide:

• The OneDrive link to the generated .pptx file.
• A summary of what data was included and the period covered.
• Offer to add custom slides: "Would you like to add a revenue-by-customer slide or a vendor performance summary?"

Customisation examples

• Add a customer revenue slide: "Include a top-10 customer revenue slide"
  → invoke bpa-revenue-analysis and add as Slide 7.

• Add a working capital slide: "Include working capital and CCC metrics"
  → invoke bpa-working-capital and add as Slide 7.

• Board-only version (less detail): "Make it a 4-slide board summary"
  → condense to Cover, P&L, KPI Scorecard, Recommendations.

• Monthly team version (more detail): "Include cost center breakdown"
  → invoke bpa-cost-center-profitability and add between slides 3 and 4.