Annual Report Generator

Build a complete annual business report from raw data. Covers financial performance, operational metrics, strategic highlights, and forward-looking guidance.

modbender Updated Sep 9, 2026 12 repo stars

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$ npx skillmds@latest add modbender/annual-report-generator

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Last audited Sep 22, 2026 · commit 81aa92f

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Makes network calls
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Works with: Claude Code Claude.ai OpenAI Codex +

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Annual Report Generator

Build a complete annual business report from raw data. Covers financial performance, operational metrics, strategic highlights, and forward-looking guidance.

What This Skill Does

Takes your company data and generates a board-ready annual report with:

Financial Summary — Revenue, COGS, gross margin, EBITDA, net income, YoY comparisons
Operational Metrics — Headcount, productivity ratios, customer metrics, unit economics
Strategic Review — Key wins, market position, competitive landscape, risks addressed
Forward Guidance — Next-year targets, strategic priorities, investment thesis, risk outlook

How to Use

Tell your agent: "Generate our annual report" and provide:

Revenue figures — Monthly or quarterly, by product/segment if available
Expense data — By category (payroll, COGS, SGA, R&D)
Customer metrics — Total customers, churn, NRR, NPS, ARR
Headcount — Start/end of year, by department
Key milestones — Product launches, partnerships, funding, market expansion

Report Structure

1. Executive Summary (1 page)

Year in review headline
3-5 key metrics with YoY change
CEO/founder letter themes

2. Financial Performance

Metric	This Year	Last Year	Change
Revenue	—	—	—%
Gross Margin	—	—	—pp
EBITDA	—	—	—%
Net Income	—	—	—%
Cash Position	—	—	—

Revenue breakdown by:

Product/service line
Geography
Customer segment
New vs expansion vs renewal

Expense analysis:

Cost structure breakdown (% of revenue)
Headcount cost per employee
R&D as % of revenue (benchmark: 15-25% for SaaS)
SGA efficiency ratio

3. Operational Review

Customer metrics:

Total customers (start → end)
Logo churn rate (benchmark: <10% annually)
Net Revenue Retention (benchmark: >110% for B2B SaaS)
CAC and LTV with ratio (target: >3x)
NPS or CSAT scores

Team metrics:

Revenue per employee (benchmark: $200-300K for SaaS)
Employee satisfaction/eNPS
Turnover rate (benchmark: <15%)
Key hires and departures

4. Strategic Highlights

Top 3-5 achievements with business impact
Product milestones and roadmap delivery
Market expansion (new segments, geographies)
Partnership and channel developments
Brand and thought leadership wins

5. Risk Register

Risk	Likelihood	Impact	Mitigation	Status
Market contraction	Medium	High	Diversified segments	Monitoring
Key person dependency	Medium	High	Cross-training program	In progress
Competitive pressure	High	Medium	Innovation velocity	Active

6. Forward Guidance

Revenue target and growth assumptions
Key initiatives for next year (max 5)
Planned investments (headcount, product, market)
Metrics to watch
Scenarios: bear / base / bull

Benchmarks by Company Stage

Stage	Revenue Growth	Burn Multiple	Rule of 40
Seed–A	100-300%	<2x	N/A
Series B	80-150%	<1.5x	>20
Series C	50-80%	<1x	>30
Growth	30-50%	<0.8x	>40
Scale	20-30%	Profitable	>40

Presentation Tips

Lead with the story, support with numbers — Don't dump data. Frame each section around a narrative.
Honest about misses — Credibility comes from acknowledging what didn't work.
Forward-looking > backward-looking — Investors care more about where you're going.
Consistent formatting — Same metrics, same definitions, year over year.
One page per section — Force prioritization. If it doesn't fit one page, it's not tight enough.

Useful Formulas

Gross Margin = (Revenue - COGS) / Revenue
EBITDA Margin = EBITDA / Revenue
Rule of 40 = Revenue Growth % + EBITDA Margin %
Burn Multiple = Net Burn / Net New ARR
Magic Number = Net New ARR / Prior Quarter S&M Spend
CAC Payback = CAC / (ARPA × Gross Margin)
LTV = ARPA × Gross Margin / Monthly Churn Rate

Built by AfrexAI — AI context packs that make your agents actually useful.

Get the full toolkit:

AI Revenue Calculator — Find where you're losing money
Agent Setup Wizard — Deploy your first AI agent in 15 minutes
Context Packs Store — Industry-specific agent intelligence ($47/pack)

---name: annual-report-generatordescription: Build a complete annual business report from raw data. Covers financial performance, operational metrics, strategic highlights, and forward-looking guidance.--- # Annual Report Generator Build a complete annual business report from raw data. Covers financial performance, operational metrics, strategic highlights, and forward-looking guidance. ## What This Skill Does Takes your company data and generates a board-ready annual report with: - **Financial Summary** — Revenue, COGS, gross margin, EBITDA, net income, YoY comparisons - **Operational Metrics** — Headcount, productivity ratios, customer metrics, unit economics - **Strategic Review** — Key wins, market position, competitive landscape, risks addressed - **Forward Guidance** — Next-year targets, strategic priorities, investment thesis, risk outlook ## How to Use Tell your agent: "Generate our annual report" and provide: 1. **Revenue figures** — Monthly or quarterly, by product/segment if available 2. **Expense data** — By category (payroll, COGS, SGA, R&D) 3. **Customer metrics** — Total customers, churn, NRR, NPS, ARR 4. **Headcount** — Start/end of year, by department 5. **Key milestones** — Product launches, partnerships, funding, market expansion ## Report Structure ### 1. Executive Summary (1 page) - Year in review headline - 3-5 key metrics with YoY change - CEO/founder letter themes ### 2. Financial Performance | Metric | This Year | Last Year | Change | |--------|-----------|-----------|--------| | Revenue | — | — | —% | | Gross Margin | — | — | —pp | | EBITDA | — | — | —% | | Net Income | — | — | —% | | Cash Position | — | — | — | **Revenue breakdown** by: - Product/service line - Geography - Customer segment - New vs expansion vs renewal **Expense analysis:** - Cost structure breakdown (% of revenue) - Headcount cost per employee - R&D as % of revenue (benchmark: 15-25% for SaaS) - SGA efficiency ratio ### 3. Operational Review **Customer metrics:** - Total customers (start → end) - Logo churn rate (benchmark: <10% annually) - Net Revenue Retention (benchmark: >110% for B2B SaaS) - CAC and LTV with ratio (target: >3x) - NPS or CSAT scores **Team metrics:** - Revenue per employee (benchmark: $200-300K for SaaS) - Employee satisfaction/eNPS - Turnover rate (benchmark: <15%) - Key hires and departures ### 4. Strategic Highlights - Top 3-5 achievements with business impact - Product milestones and roadmap delivery - Market expansion (new segments, geographies) - Partnership and channel developments - Brand and thought leadership wins ### 5. Risk Register | Risk | Likelihood | Impact | Mitigation | Status | |------|-----------|--------|------------|--------| | Market contraction | Medium | High | Diversified segments | Monitoring | | Key person dependency | Medium | High | Cross-training program | In progress | | Competitive pressure | High | Medium | Innovation velocity | Active | ### 6. Forward Guidance - Revenue target and growth assumptions - Key initiatives for next year (max 5) - Planned investments (headcount, product, market) - Metrics to watch - Scenarios: bear / base / bull ## Benchmarks by Company Stage | Stage | Revenue Growth | Burn Multiple | Rule of 40 | |-------|---------------|---------------|------------| | Seed–A | 100-300% | <2x | N/A | | Series B | 80-150% | <1.5x | >20 | | Series C | 50-80% | <1x | >30 | | Growth | 30-50% | <0.8x | >40 | | Scale | 20-30% | Profitable | >40 | ## Presentation Tips - **Lead with the story, support with numbers** — Don't dump data. Frame each section around a narrative. - **Honest about misses** — Credibility comes from acknowledging what didn't work. - **Forward-looking > backward-looking** — Investors care more about where you're going. - **Consistent formatting** — Same metrics, same definitions, year over year. - **One page per section** — Force prioritization. If it doesn't fit one page, it's not tight enough. ## Useful Formulas ``` Gross Margin = (Revenue - COGS) / Revenue EBITDA Margin = EBITDA / Revenue Rule of 40 = Revenue Growth % + EBITDA Margin % Burn Multiple = Net Burn / Net New ARR Magic Number = Net New ARR / Prior Quarter S&M Spend CAC Payback = CAC / (ARPA × Gross Margin) LTV = ARPA × Gross Margin / Monthly Churn Rate ``` --- Built by [AfrexAI](https://afrexai-cto.github.io/context-packs/) — AI context packs that make your agents actually useful. **Get the full toolkit:** - [AI Revenue Calculator](https://afrexai-cto.github.io/ai-revenue-calculator/) — Find where you're losing money - [Agent Setup Wizard](https://afrexai-cto.github.io/agent-setup/) — Deploy your first AI agent in 15 minutes - [Context Packs Store](https://afrexai-cto.github.io/context-packs/) — Industry-specific agent intelligence ($47/pack)

modbender/skill-library-mcp/tree/main/data/afrexai-annual-report commit 81aa92f4e7

Frequently asked questions

npx skillmds@latest add modbender/annual-report-generator