# Finance Report

> Create quarterly or monthly finance report pages with KPIs, revenue breakdowns, charts, commentary, and executive summaries. 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".

- Skill: `onfire7777/finance-report` (Agent Skill, multi-file: 3 files)
- Install (CLI): `npx skillmds@latest add onfire7777/finance-report`
- Raw SKILL.md: https://api.skillmd.com/api/skills/onfire7777/finance-report/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Docs & Writing
- Author: onfire7777 (https://skillmd.com/u/onfire7777)
- Updated: 2026-09-17
- Page: https://skillmd.com/skills/onfire7777/finance-report

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# Finance Report Skill

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

## Workflow

1. **Read the active DESIGN.md.** Tables, KPI cards, and chart strokes use
   palette tokens — never invent new ones.
2. **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.
3. **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.
4. **Write** one self-contained HTML doc (CSS in one inline `<style>` block).
5. **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>
```


