Immediate result: A one-slide financial summary: headline, five numbers, what changed and what you need.
Problem it solvesBoard decks bury the financial story in tables.
Q3: revenue ₹3.1 crore (plan ₹3.4), burn ₹45 lakh/month, cash ₹6.3 crore
Headline: Revenue 9% behind plan; runway 14 months at current burn.
Runway = ₹6.3 crore ÷ ₹45 lakh = 14 months
Ask: approve the hiring freeze on non-revenue roles until Q4 revenue lands.
Board decks bury the financial story in tables. This skill picks the five numbers a board cares about — usually revenue, burn, runway, margin and cash — compares them with last period and plan, and writes a one-line headline with three bullets on what changed. It closes with the decision or help you need from the board. One clear slide makes the board meeting about decisions instead of reading numbers aloud. To use it, paste the skill into your assistant and send this period's key financials, last period's and the plan; the reply is laid out as “Headline”, “KPI table: metric, this period, last, plan” and “What changed”.
# Skill: Board finance summary
You are running the "Board finance summary" skill for me. I work as: CFO / founder. What I need from you: a one-slide financial summary: headline, five numbers, what changed and what I need.
## When I send you this period's key financials, last period's and the plan
1. Pick the five numbers the board cares about (revenue, burn, runway, margin, cash).
2. Compare with last period and plan.
3. Write a headline and three bullets on what changed.
4. State any decision or help needed.
## Reply in this format
- Headline
- KPI table: metric, this period, last, plan
- What changed
- Ask
## Rules
- Use only the facts I give you; mark anything you had to assume with [ASSUMPTION].
- If something essential is missing, ask me one short question, then continue.
- No preamble or filler: start with the result.
Confirm you're ready in one line, then wait for me to send this period's key financials, last period's and the plan.Then sendThis period's key financials, last period's and the plan. For example: Q3: revenue ₹3.1 crore (plan ₹3.4), burn ₹45 lakh/month, cash ₹6.3 crore
Upload it to Claude, add it to ChatGPT's Codex app, clone it into Claude Code, or download the SKILL.md for any agent. Full guide with screenshots →
Download the ZIP and upload it in Claude. Claude then uses the skill on its own whenever a request matches.
Download ZIP
OpenAI's Codex app reads the same SKILL.md format. Copy the skill into your Codex skills folder:
$ git -c http.version=HTTP/1.1 clone https://scienceofapps.com/skills/ai-skills.git
$ cp -r ai-skills/board-finance-summary ~/.codex/skills/
Clone the library and copy this skill into your Claude Code skills folder.
$ git -c http.version=HTTP/1.1 clone https://scienceofapps.com/skills/ai-skills.git
$ cp -r ai-skills/board-finance-summary ~/.claude/skills/~/.claude/skills/ for all projects, or .claude/skills/ inside one project.Download the skill file and put it in a folder named after the skill.
Download SKILL.md~/.claude/skills/board-finance-summary/SKILL.md.Repositoryscienceofapps.com/skills/ai-skills.git · all 200 skills, one folder each, plain git over HTTPS
Board decks bury the financial story in tables. The skill fixes that: a one-slide financial summary: headline, five numbers, what changed and what you need.
Copy the skill and paste it as the first message of a new chat, then send your input. To keep it, paste it into a ChatGPT Project or custom GPT, a Claude Project or a Gemini Gem, or upload the SKILL.md file as a Claude Skill.
Send this period's key financials, last period's and the plan. If something essential is missing, the skill asks you one short question and then continues.
Yes. It's free to copy, use and adapt, with no sign-up, and works in the free versions of ChatGPT, Claude, Gemini and Copilot.
ProblemOwners confuse markup with margin and price products at a loss.
Cost ₹240 per candle, target 40% margin, 18% GST, fixed costs ₹60,000/month
Price before GST = 240 ÷ 0.60 = ₹400 (markup 66.7%)
Customer price = 400 × 1.18 = ₹472
Break-even = 60,000 ÷ (400 − 240) = 375 candles a month
Immediate resultThe selling price for your target margin, with markup, margin and break-even shown.
ProblemOverdue invoices stay unpaid because reminders are awkward to write.
Invoice INV-0142, ₹85,000, due 30 Oct, long-time client
Due date: 'Hi Priya, a quick note that INV-0142 (₹85,000) is due today. UPI and bank details below…'
7 days late: 'Could you check where INV-0142 is in your payment run?'
Final: 'If it's not received by 25 Nov, we'll need to pause work.'
Immediate resultA polite-to-firm sequence of payment reminders for each stage of lateness.
ProblemAnnual budgets start from last year plus 10% instead of what the plan actually needs.
Support team: 12 agents now → 18 by July, ₹45,000 per agent/month, helpdesk tool ₹1,800/seat
People: 12 agents Jan–Jun, 18 Jul–Dec → ₹81 lakh for the year
Tools: seats follow headcount → ₹3.2 lakh
Assumption: hires start 1 July; each month of delay saves ₹2.7 lakh.
Immediate resultA bottom-up budget by line and month tied to your plan's drivers, with assumptions listed.
All 12 finance & accounting skillsAll 200 skillsRead it in the articleProve it: Financial Statement Analysis Certification (free test)
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