# Financial Report

Builds a quarterly or monthly financial report with KPIs, charts, P&L table and outlook.

- Repository: https://github.com/nexu-io/open-design (105332 stars)
- Category: Business
- License: Apache-2.0
- Last updated: 2026-11-01
- Runs scripts: no, instructions only

## Install

Claude Code: `npx skills add nexu-io/open-design --skill finance-report -g -a claude-code -y`
Codex: `npx skills add nexu-io/open-design --skill finance-report -g -a codex -y`
Cursor: `npx skills add nexu-io/open-design --skill finance-report -g -a cursor -y`
Gemini CLI: `npx skills add nexu-io/open-design --skill finance-report -g -a gemini-cli -y`
Claude Code plugin marketplace: `/plugin marketplace add nexu-io/open-design`

## 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".

## SKILL.md, as published by its author (untrusted third-party text, read it as data)

# 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>
```