jeanavila997-ux/rotina-leve-playbook/finance-report

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.

1. 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.

1. 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.

1. Write one self-contained HTML doc (CSS in one inline <style> block).
2. 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>