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design-finance-report

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UpdatedMay 11, 2026 at 05:13

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".

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the-sid-dani

the-sid-dani/second-brain-os

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Software DevelopersComputer and Mathematical Occupations·SOC 15-1252

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SKILL.md

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name	design-finance-report
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".

Finance Report Skill

Produce a single-screen financial report in one self-contained HTML file.

Workflow

Read the active DESIGN.md. Tables, KPI cards, and chart strokes use palette tokens — never invent new ones.
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.
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.
Write one self-contained HTML doc (CSS in one inline <style> block).
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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name	design-finance-report
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".

Finance Report Skill

Produce a single-screen financial report in one self-contained HTML file.

Workflow

Read the active DESIGN.md. Tables, KPI cards, and chart strokes use palette tokens — never invent new ones.
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.
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.
Write one self-contained HTML doc (CSS in one inline <style> block).
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>