finance-report

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Original

English
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Translation

Chinese

Finance Report Skill

财务报告技能

Produce a single-screen financial report in one self-contained HTML file.
生成一个独立HTML文件形式的单屏财务报告。

Workflow

工作流程

  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.
  1. 读取当前的DESIGN.md文件。表格、KPI卡片和图表线条使用调色板标记——切勿自行创建新标记。
  2. 分类:从需求中确定报告周期(月度/季度/年度)和主体(初创公司、部门、项目)。若未明确说明,则默认是季度SaaS报告,并选取合理的数据。
  3. 页面布局按以下顺序进行:
    • 标题栏:公司/周期/“机密——财务”标识。
    • 核心KPI栏(4个卡片):收入、新增MRR净额、毛利率、现金Runway。
    • 收入趋势图表(内嵌SVG折线+面积图)。
    • 成本细分图表(内嵌SVG柱状图),附带2–3条项目符号说明。
    • 损益表(P&L)摘要表格(收入/毛利/运营支出/净利润),包含当期与上期对比。
    • 顶级客户表格,含徽标占位符、套餐、ARR、状态标识。
    • 展望段落+页脚,包含作者及签名栏。
  4. 编写:生成一个独立的HTML文档(CSS放在单个内嵌
    <style>
    块中)。
  5. 自我检查:每个数据都对应带标签的图表或表格;差值需显示变化方向和百分比;强调色最多使用两次。

Output contract

输出规范

<artifact identifier="finance-report-q3" type="text/html" title="Q3 Finance Report">
<!doctype html>
<html>...</html>
</artifact>
<artifact identifier="finance-report-q3" type="text/html" title="Q3 Finance Report">
<!doctype html>
<html>...</html>
</artifact>