finance-report

nexu-io/open-design · plugins/_official/examples/finance-report/SKILL.md

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".

Documents & KnowledgeNo license★ 91788⑂ 10564commit 9881cff

Install skillView source on GitHub

What this skill does

Finance Report Skill

Produce a single-screen financial report in one self-contained HTML file.

Workflow

Read the active DESIGN.md. Tables, KPI cards, and chart strokes use palette tokens — never invent new ones.
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.
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.
Write one self-contained HTML doc (CSS in one inline <style> block).
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>

Installation

Copy a source-pinned command for your client. You run it yourself.

Destination: .claude/skills/finance-report · pinned to the source commit

# Run from your project root
git clone https://github.com/nexu-io/open-design.git .skillboard-tmp
git -C .skillboard-tmp checkout 9881cff70e02be86c2a58130af512011ba23d4af
mkdir -p ".claude/skills"
cp -r ".skillboard-tmp/plugins/_official/examples/finance-report" ".claude/skills/"
rm -rf .skillboard-tmp

Review the source before running. This copies files into your project; it is not a one-click install and does not verify runtime safety.

New here? Step-by-step setup – from installing the agent to using the skill

Operating systemAgentI already use Claude Code

1
Install Git
Install Git with your package manager (Debian/Ubuntu shown; use dnf/pacman on others). Official download.
```
sudo apt update && sudo apt install -y git
```
2
Install Claude Code
Requires Node.js 18+. Install the CLI globally: Official docs. (command-line tool)
```
npm install -g @anthropic-ai/claude-code
```

Get the skill, pinned to its exact version

Open a terminal and run these steps (they clone the source, check out the exact commit, and copy the skill into place):

# Run from your project root
git clone https://github.com/nexu-io/open-design.git .skillboard-tmp
git -C .skillboard-tmp checkout 9881cff70e02be86c2a58130af512011ba23d4af
mkdir -p ".claude/skills"
cp -r ".skillboard-tmp/plugins/_official/examples/finance-report" ".claude/skills/"
rm -rf .skillboard-tmp

Destination: .claude/skills/finance-report

4
Use it in Claude Code
Open Claude Code in your project. It reads skills from the folder above, so finance-report is now available. Always review the source before using it – static checks cannot prove runtime safety.

Security & Audits

Scanner static-checks@0.1.0 · commit 9881cff70e02. Static checks cannot prove runtime safety – review the source and the exact diff before installing. How checks work.

No static rules matched. This is not a safety guarantee.

finance-report

nexu-io/open-design · plugins/_official/examples/finance-report/SKILL.md

Documents & KnowledgeNo license★ 91788⑂ 10564commit 9881cff

What this skill does

Finance Report Skill

Produce a single-screen financial report in one self-contained HTML file.

Workflow

Read the active DESIGN.md. Tables, KPI cards, and chart strokes use palette tokens — never invent new ones.
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.
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.
Write one self-contained HTML doc (CSS in one inline <style> block).
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>

Installation

Copy a source-pinned command for your client. You run it yourself.

Destination: .claude/skills/finance-report · pinned to the source commit

# Run from your project root
git clone https://github.com/nexu-io/open-design.git .skillboard-tmp
git -C .skillboard-tmp checkout 9881cff70e02be86c2a58130af512011ba23d4af
mkdir -p ".claude/skills"
cp -r ".skillboard-tmp/plugins/_official/examples/finance-report" ".claude/skills/"
rm -rf .skillboard-tmp

Review the source before running. This copies files into your project; it is not a one-click install and does not verify runtime safety.

New here? Step-by-step setup – from installing the agent to using the skill

Operating systemAgentI already use Claude Code

1
Install Git
Install Git with your package manager (Debian/Ubuntu shown; use dnf/pacman on others). Official download.
```
sudo apt update && sudo apt install -y git
```
2
Install Claude Code
Requires Node.js 18+. Install the CLI globally: Official docs. (command-line tool)
```
npm install -g @anthropic-ai/claude-code
```

Get the skill, pinned to its exact version

Open a terminal and run these steps (they clone the source, check out the exact commit, and copy the skill into place):

# Run from your project root
git clone https://github.com/nexu-io/open-design.git .skillboard-tmp
git -C .skillboard-tmp checkout 9881cff70e02be86c2a58130af512011ba23d4af
mkdir -p ".claude/skills"
cp -r ".skillboard-tmp/plugins/_official/examples/finance-report" ".claude/skills/"
rm -rf .skillboard-tmp

Destination: .claude/skills/finance-report

4
Use it in Claude Code
Open Claude Code in your project. It reads skills from the folder above, so finance-report is now available. Always review the source before using it – static checks cannot prove runtime safety.

Security & Audits

Scanner static-checks@0.1.0 · commit 9881cff70e02. Static checks cannot prove runtime safety – review the source and the exact diff before installing. How checks work.

No static rules matched. This is not a safety guarantee.

finance-report

What this skill does

Finance Report Skill

Workflow

Output contract

Installation

Install Git

Install Claude Code

Get the skill, pinned to its exact version

Use it in Claude Code

Security & Audits

finance-report

What this skill does

Finance Report Skill

Workflow

Output contract

Installation

Install Git

Install Claude Code

Get the skill, pinned to its exact version

Use it in Claude Code

Security & Audits