open-design/skills/finance-report/example.html
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<head>
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<title>Northwind — Q3 Financial Report</title>
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<body>
<div class="page">
<header class="masthead">
<div class="mast-left">
<div class="mast-meta">Northwind Trading · Q3 FY25</div>
<div class="mast-co">Quarterly Financial Report</div>
<div class="mast-meta">Prepared by Finance · Issued 14 October 2025</div>
</div>
<div class="mast-badge">Confidential</div>
</header>
<p class="lede">Q3 closed ahead of plan on revenue and gross margin, with cash runway extending to 27 months on the back of a leaner cost base. Mid-market and enterprise both expanded; SMB churn remains the watch item heading into Q4.</p>
<h2>Headline KPIs</h2>
<div class="kpis">
<div class="kpi">
<div class="label">Revenue</div>
<div class="value">$8.42M</div>
<div class="delta up">▲ 14.6% QoQ</div>
</div>
<div class="kpi">
<div class="label">Net new MRR</div>
<div class="value">$184k</div>
<div class="delta up">▲ 22.0% QoQ</div>
</div>
<div class="kpi">
<div class="label">Gross margin</div>
<div class="value">82%</div>
<div class="delta up">▲ 3 pp YoY</div>
</div>
<div class="kpi">
<div class="label">Cash runway</div>
<div class="value">27 mo</div>
<div class="delta up">▲ 4 mo QoQ</div>
</div>
</div>
<h2>Revenue & costs</h2>
<div class="chart-row">
<div class="card">
<h3>Revenue · trailing 12 months</h3>
<div class="sub">USD millions, monthly</div>
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<div class="legend">
<span><span class="swatch a"></span>Revenue</span>
<span><span class="swatch b"></span>Plan</span>
</div>
</div>
</div>
<div class="card">
<h3>Operating costs</h3>
<div class="sub">USD thousands, Q3</div>
<div class="bars">
<div class="bar-row"><span class="label">R&amp;D</span><div class="bar-track"><div class="bar-fill" style="width: 78%"></div></div><span class="bar-value">$1.42M</span></div>
<div class="bar-row"><span class="label">Sales & GTM</span><div class="bar-track"><div class="bar-fill" style="width: 60%"></div></div><span class="bar-value">$1.10M</span></div>
<div class="bar-row"><span class="label">G&amp;A</span><div class="bar-track"><div class="bar-fill" style="width: 36%"></div></div><span class="bar-value">$660k</span></div>
<div class="bar-row"><span class="label">Marketing</span><div class="bar-track"><div class="bar-fill" style="width: 28%"></div></div><span class="bar-value">$510k</span></div>
<div class="bar-row"><span class="label">Infrastructure</span><div class="bar-track"><div class="bar-fill" style="width: 18%"></div></div><span class="bar-value">$330k</span></div>
</div>
</div>
</div>
<h2>P&amp;L summary</h2>
<table>
<thead>
<tr>
<th>Line item</th>
<th class="num">Q3 FY25</th>
<th class="num">Q2 FY25</th>
<th class="num">Δ QoQ</th>
<th class="num">Q3 FY24</th>
<th class="num">Δ YoY</th>
</tr>
</thead>
<tbody>
<tr><td>Revenue</td><td class="num">$8.42M</td><td class="num">$7.34M</td><td class="num" style="color: var(--positive);">+14.6%</td><td class="num">$5.92M</td><td class="num" style="color: var(--positive);">+42.2%</td></tr>
<tr><td>Cost of revenue</td><td class="num">($1.51M)</td><td class="num">($1.46M)</td><td class="num" style="color: var(--negative);">+3.4%</td><td class="num">($1.18M)</td><td class="num" style="color: var(--negative);">+28.0%</td></tr>
<tr><td>Gross profit</td><td class="num">$6.91M</td><td class="num">$5.88M</td><td class="num" style="color: var(--positive);">+17.5%</td><td class="num">$4.74M</td><td class="num" style="color: var(--positive);">+45.8%</td></tr>
<tr><td>Operating expenses</td><td class="num">($4.02M)</td><td class="num">($4.18M)</td><td class="num" style="color: var(--positive);">3.8%</td><td class="num">($3.66M)</td><td class="num" style="color: var(--negative);">+9.8%</td></tr>
<tr class="total"><td>Operating income</td><td class="num">$2.89M</td><td class="num">$1.70M</td><td class="num" style="color: var(--positive);">+70.0%</td><td class="num">$1.08M</td><td class="num" style="color: var(--positive);">+167.5%</td></tr>
</tbody>
</table>
<h2>Top accounts</h2>
<table>
<thead>
<tr>
<th>Customer</th>
<th>Plan</th>
<th>Region</th>
<th class="num">ARR</th>
<th>Status</th>
</tr>
</thead>
<tbody>
<tr><td><span class="logo"></span>Pioneer Robotics</td><td>Enterprise</td><td>EMEA</td><td class="num">$612k</td><td><span class="badge green">Renewed</span></td></tr>
<tr><td><span class="logo"></span>Atlas Cooperative</td><td>Enterprise</td><td>APAC</td><td class="num">$486k</td><td><span class="badge green">Expanded</span></td></tr>
<tr><td><span class="logo"></span>Foundry Group</td><td>Team Plus</td><td>NA</td><td class="num">$320k</td><td><span class="badge amber">In renewal</span></td></tr>
<tr><td><span class="logo"></span>Voltage Co.</td><td>Enterprise</td><td>NA</td><td class="num">$298k</td><td><span class="badge green">Renewed</span></td></tr>
<tr><td><span class="logo"></span>Lattice Health</td><td>Team Plus</td><td>EMEA</td><td class="num">$214k</td><td><span class="badge red">At risk</span></td></tr>
</tbody>
</table>
<h2>Outlook · Q4</h2>
<div class="outlook">
<div class="quote">"We're entering Q4 with the strongest pipeline coverage of the year — 3.4× plan — and the operating leverage to convert it without expanding the cost base."</div>
<div class="signoff">
<strong>Mira Okafor, CFO</strong>
We expect revenue of $9.19.4M, net new MRR of $200220k, and gross margin holding above 80%. The two open items are SMB churn (we'll publish a recovery plan with the November update) and the EMEA infra migration, which moves to GA in mid-November.
</div>
</div>
<footer>
<span>Northwind Trading · Q3 FY25 · Internal use only</span>
<span>Page 1 of 1</span>
</footer>
</div>
</body>
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