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finance-report

The finance-report skill generates a single-page HTML financial report combining KPI cards, revenue and cost charts, P&L tables, and account summaries styled with design system tokens from DESIGN.md. Use it to create quarterly or monthly financial presentations for startups, divisions, or projects when a self-contained, branded report file is needed.

Ver fuente Repositorio: open-design

Instalar en Claude Code

Copiar

git clone --depth 1 https://github.com/nexu-io/open-design /tmp/finance-report && cp -r /tmp/finance-report/design-templates/finance-report ~/.claude/skills/finance-report

Después abre una sesión nueva de Claude Code; el skill carga automáticamente.

Definición

SKILL.md

# 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>
```

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