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".
Scanned 9/3/2026
Install to Claude Code
Skills Directorynpx -y skills add nexu-io/open-design --skill finance-report --agent claude-codeInstalls into .claude/skills of the current project.
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---
name: finance-report
description: |
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".
triggers:
- "financial report"
- "finance report"
- "quarterly report"
- "p&l"
- "mrr review"
- "财报"
- "财务报告"
od:
mode: prototype
platform: desktop
scenario: finance
featured: 10
preview:
type: html
entry: index.html
design_system:
requires: true
sections: [color, typography, layout, components]
craft:
requires: [rtl-and-bidi]
example_prompt: "Build me a Q3 financial report for an early-stage SaaS — MRR, burn, gross margin, top accounts."
---
# 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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