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Finance Report

Spins up a single-page HTML financial report with KPI cards, revenue and burn charts, a P&L table, and an outlook section. Built for quarterly or monthly reviews when someone drops "Q3 report" or "MRR review" in the brief. The workflow is prescriptive: it reads your design system tokens for colors and typography, lays out a masthead-to-footer structure, and ties every number to a chart or table so nothing floats without context. You get one self-contained file with inline CSS and SVG charts. It assumes SaaS metrics if you don't specify otherwise and won't invent palette colors outside your DESIGN.md. Useful when you need a clean board deck slide or internal finance snapshot without opening a spreadsheet.

skills.sh installs
240
GitHub stars
106.9K
last updated
Aug 21, 2026

Install

$ npx -y skills add nexu-io/open-design --skill finance-report --agent claude-code

Installs into .claude/skills of the current project.

Files

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.

Sponsors

Details

Repository
github.com/nexu-io/open-design
Categories
Git & Pull Requests, Code Review & Quality, Sales & Marketing, Design & UI/UX, Finance & Trading
First seen
Jun 3, 2026

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