---
name: Finance Report
slug: finance-report
category: Data
description: "Finance Report generates a single-screen financial report in one self-contained HTML file, including KPI cards, revenue and cost charts, a P&L summary table, top accounts, and an outlook paragraph. Use it when the brief mentions 'financial report', 'Q3 report', 'MRR review', 'P&L', or '财报'."
github: "https://github.com/nexu-io/open-design/tree/main/design-templates/finance-report"
language: TypeScript
stars: 85410
forks: 10012
install: "npx degit https://github.com/nexu-io/open-design/tree/main/design-templates/finance-report ~/.claude/skills/finance-report"
installs_to: ~/.claude/skills/finance-report
source_path: design-templates/finance-report/SKILL.md
collection_size: 25
category_size: 668
collection_url: "https://dirskills.com/collections/nexu-io/open-design"
added: 2026-08-13T07:36:09.079Z
last_synced: 2026-08-13T07:36:09.079Z
canonical_url: "https://dirskills.com/skills/finance-report"
---

# Finance Report

Finance Report generates a single-screen financial report in one self-contained HTML file, including KPI cards, revenue and cost charts, a P&L summary table, top accounts, and an outlook paragraph. Use it when the brief mentions 'financial report', 'Q3 report', 'MRR review', 'P&L', or '财报'.

**Install:**

```bash
npx degit https://github.com/nexu-io/open-design/tree/main/design-templates/finance-report ~/.claude/skills/finance-report
```

## README

# 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>
```
