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SKILL.md

finance-report

Agent skill fromnexu-io/open-design

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".

How to install finance-report

install finance-report
# install the open-design pack with the skills CLI
npx skills add nexu-io/open-design

# or add only this skill to Claude Code: copy the folder

design-templates/finance-report/

# into

~/.claude/skills/finance-report/ (all projects)

.claude/skills/finance-report/ (one project)

design-templates/finance-report/SKILL.md

Apache-2.0Full file
1# Finance Report Skill
2
3Produce a single-screen financial report in one self-contained HTML file.
4
5## Workflow
6
71. **Read the active DESIGN.md.** Tables, KPI cards, and chart strokes use
8 palette tokens — never invent new ones.
92. **Classify** the period (monthly / quarterly / yearly) and entity
10 (startup, division, project) from the brief. If unspecified, assume a
11 quarterly SaaS report and pick believable numbers.
123. **Layout** the page in this order:
13 - Masthead: company / period / "Confidential — Finance" badge.
14 - Headline KPI strip (4 cards): Revenue, Net new MRR, Gross margin, Cash runway.
15 - Revenue trend chart (inline SVG line + area).
16 - Cost breakdown chart (inline SVG bar) with a 2–3 bullet caption.
17 - P&L summary table (Revenue / Gross profit / Opex / Net) with current vs prior period.
18 - Top accounts table with logo placeholders, plan, ARR, status badge.
19 - Outlook paragraph + footer with author + signature line.
204. **Write** one self-contained HTML doc (CSS in one inline `<style>` block).
215. **Self-check**: every number ties to a labelled chart or table; deltas
22 show direction and percentage; accent colour used at most twice.
23
24## Output contract
25
26```
27<artifact identifier="finance-report-q3" type="text/html" title="Q3 Finance Report">
28<!doctype html>
29<html>...</html>
30</artifact>
31```

Excerpt shown under the repository's Apache-2.0 license.

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