finance-report

Generate a self-contained HTML finance report from KPI, P&L, and forecast data.

Updated Aug 23, 2026
One-click install
npx skills add https://github.com/junainfinity/osmDesign --skill finance-report-junainfinity
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: finance-report
Source: https://github.com/junainfinity/osmDesign/tree/main/skills/finance-report
Command: npx skills add https://github.com/junainfinity/osmDesign --skill finance-report-junainfinity

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Generating consistent, professional financial reports is time-consuming and prone to human error; this skill automates the assembly of a complete, presentation-ready HTML report from KPIs, P&L data, and forecasts.

Core Features & Use Cases

  • Masthead with period and a Confidential badge; KPI strip; revenue and cost visuals; P&L summary table; top accounts; and an outlook paragraph.
  • Outputs a self-contained HTML artifact that can be shared with executives or used in presentations, dashboards, or PDFs.
  • Use cases include quarterly and monthly financial reviews, MRR tracking, and executive briefings for board updates.

Quick Start

Create a self-contained HTML finance report artifact using the data and artifact contract defined by this skill.

Frequently Asked Questions about finance-report

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I generate a quarterly finance report in HTML from KPI and P&L data?▼

You can generate a self-contained HTML finance report by inputting your KPI, P&L, and forecast data. The skill automatically assembles a presentation-ready HTML artifact featuring a masthead, KPI strip, revenue and cost visuals, and an outlook paragraph for executive briefings.

Can I create a board-ready financial dashboard with MRR tracking and cash runway analysis?▼

Yes, you can create a board-ready financial dashboard with MRR tracking and cash runway analysis. The skill processes SaaS financial metrics into a polished HTML artifact, featuring a KPI strip and P&L summary table designed for executive briefings and board updates.

What data do I need to prepare for automated SaaS financial reporting?▼

For automated SaaS financial reporting, you need to prepare KPI data, P&L statements, and financial forecasts. These inputs enable the skill to generate a complete HTML report with revenue analysis, gross margin calculations, and cash runway projections for your quarterly or monthly financial reviews.

Does the generated HTML finance report include a P&L summary table and revenue visuals?▼

Yes, the generated HTML finance report includes a P&L summary table and revenue visuals. The output artifact also features a masthead with a Confidential badge, a KPI strip, top accounts breakdown, and an outlook paragraph for comprehensive financial reporting.

What is the best way to share executive financial briefings without formatting issues?▼

The best way to share executive financial briefings without formatting issues is to use a self-contained HTML artifact. The skill applies deterministic styling from a design system, ensuring your KPI and P&L data renders consistently across browsers, presentations, or PDFs without external dependencies.

Can I use this for monthly financial reviews or is it limited to quarterly reporting?▼

You can use this for both monthly financial reviews and quarterly reporting. The skill is designed to apply to SaaS-like businesses for either period, generating an HTML finance report artifact that tracks MRR, gross margin, and cash runway regardless of the chosen timeframe.