finance-report skill
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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Install the finance-report skill
A skill is a folder. Copy it into your agent's skills folder and the agent loads it when the task matches its description.
git clone --depth 1 https://github.com/nexu-io/open-design.git /tmp/open-design mkdir -p ~/.claude/skills cp -r /tmp/open-design/design-templates/finance-report ~/.claude/skills/finance-report
available in every project
In the Claude apps, zip the folder and upload it from the Skills settings. The folder on GitHub
The instructions your agent would load
SKILL.md as published, without the frontmatter. Read it on GitHub
Finance Report Skill
Produce a single-screen financial report in one self-contained HTML file.
Workflow
palette tokens — never invent new ones.
- Read the active DESIGN.md. Tables, KPI cards, and chart strokes use
(startup, division, project) from the brief. If unspecified, assume a quarterly SaaS report and pick believable numbers.
- Classify the period (monthly / quarterly / yearly) and entity
- 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.
show direction and percentage; accent colour used at most twice.
- Write one self-contained HTML doc (CSS in one inline block).
- Self-check: every number ties to a labelled chart or table; deltas
Output contract
<artifact identifier="finance-report-q3" type="text/html" title="Q3 Finance Report">
<!doctype html>
<html>...</html>
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