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SkillReady to runPresentationsFinance

Monthly Board Deck

Written in-house · editorially graded

Every SkillsBank offering is written in-house — never scraped or crowd-sourced — and graded against a fixed editorial rubric in a separate grading step.

Dry-run test passed · Jun 14, 2026

Trigger check passed

Editorially graded · Jun 14, 2026

Builds a board-ready Monthly Financial Performance Update Deck as an editable PPTX from the financial data and KPIs the user supplies — covering executive summary, revenue and P&L highlights, KPI scorecard, variance analysis, cash and liquidity snapshot, and forward outlook, formatted to CFO and board-presentation standards. Use when a CFO, FP&A analyst, or finance team needs to produce a polished monthly board update deck from raw financial figures without building slides from scratch.

What you get

An installable SKILL.md file for your AI assistant. Produces a PowerPoint deck (.pptx).

Works in
Claude Code · Cursor
Native — drops into .claude/skills/
Copilot · Codex · Gemini CLI
Native — reads .agents/skills/
claude.ai — web & desktop
Upload the .zip in Customize → Skills
ChatGPT
Via a Project — paste into its instructions

See it in action

A real input → output sample

Sample input
Hi, I need the monthly financial deck for May 2025. Here's the data: 
- Revenue: Actual $6.5M, Budget $6.2M, Prior month $6.0M, Prior year $5.0M 
- Gross profit: Actual $4.2M, Budget $4.0M, Prior month $3.9M 
- EBITDA: Actual $1.5M, Budget $1.3M, Prior month $1.2M 
- Net income: not available yet, still closing 
- KPIs: ARR $78M (target $75M), MRR $6.5M, churn 1.5% (target ≤2.0%), CAC $9,500 (target ≤$10,000), LTV/CAC 3.8x (target ≥3.5x), headcount 145 (target 140) 
- Cash: Ending $12.3M, monthly burn $1.5M 
- No prior-year P&L detail beyond revenue. 
- No operating expense breakdown yet. 
- No credit facility details. 
- No logo file—just company name. 
Please generate the deck.
Sample output
Sample PowerPoint output produced by the Monthly Board Deck skill
Produced by an AI assistant following this skill on the sample input above.
View the full output as text
Example Output
Editable .pptx file with 14 slides, including: Cover, Financial Highlights, Executive Summary, Revenue & Gross Profit, P&L Summary, EBITDA Bridge, KPI Scorecard, Cash & Liquidity, Outlook & Next Steps, and Appendix. 
Key content: 
- Executive Summary with 5 key points and decision 
- Financial tables and charts for Revenue, Gross Profit, EBITDA, and KPIs 
- EBITDA bridge with prior-month to current delta 
- KPI scorecard with targets and status 
- Cash and liquidity information, including runway 
- Outlook and next steps with action items 
- Appendix with KPI history, non-GAAP reconciliation, and reader note

Goes well with

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