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Revenue report for the board v1.0.0

Use this resource to structure a revenue report for an executive team or board

New

  • 302 downloads
  • 158 likes
  • 212 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install board-revenue-report

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent picks a small set of stable metrics, locks their definitions and builds an answer-first story: plan, actual and forecast. It explains how to present a miss, reconcile CRM and finance records, and organise sign-off. You get a coherent report outline.

Mostly picked by

Updated November 2, 2026

Card for the “Revenue report for the board” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

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What you get

  • SKILL.md: interview, narrative structure, how to present a miss and cadence
  • references/: metric dictionary entry, metric spine and a worked report

Good fit for

  • Your quarterly report reads like a list of numbers
  • You are preparing an update for investors

Not for

    Tags

    • report
    • board
    • metrics
    • forecast

    About

    You say

    “Prepare the revenue section for our board: plan, actual and forecast, with an 8% gap to explain.”

    Card for the “Revenue report for the board” skill

    Skill published by mbfinotti under the MIT license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to structure a revenue report for an executive team or board
    3. Review and adjust the result

    Content preview

    Files

    • evals/evals.json33.9 KB
    • LICENSE1.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • references/metric-dictionary-entry.md2.7 KB
    • references/metric-spine.md18.5 KB
    • references/worked-report-example.md5.2 KB
    • SKILL.md20.9 KB

    Origin and licence

    Listed unmodified

    Author
    mbfinotti
    Source
    github.com/mbfinotti/revops-skills/tree/12fd9f5537bbc6c23bff6222bc774685245a110b/skills/revenue-reporting
    Licence
    MIT

    Notice

    « revenue-reporting » (mbfinotti, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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