Finance Dataset to Offline Executive Dashboard
Turn finance data into one offline HTML dashboard with reconciled KPIs, working filters, YoY comparisons, charts, and detail.
Before & after
Same prompt, same agent — the only difference is the skill.
You can create a dashboard to visualize sales data. You'll need to organize your data first, then choose how to represent it visually - charts, tables, that sort of thing. You could use various tools and frameworks depending on your technical setup. It might be helpful to think about who's viewing it and what decisions they need to make. Dashboards can range from simple to quite complex.
INTERACTIVE SALES DASHBOARD (HTML/CSV-driven) FILE STRUCTURE: → Single HTML file (self-contained, no server required) → CSV data embedded or loaded from URL → Shareable via email or link → Works offline after first load → Browser compatibility: Chrome, Safari, Firefox (ES6) KPI CARDS (Top of dashboard): 1. TOTAL REVENUE (Current Month) → Value: $487,234 → Change: +12 percent vs prior month (green up arrow) → Target: $500,000 (92 percent to goal) → Trend sparkline: 12-month history 2. PIPELINE VALUE (Opportunities) → Value: $2.1M → By stage: Qualified 45%, Demo 30%, Negotiation 25% → Variance: $180k below forecast 3. AVERAGE DEAL SIZE → Value: $47,850 → +8 percent vs 12-month average → Top customer segment: Enterprise (size: $125k avg) 4. CLOSE RATE → Value: 28 percent → vs industry benchmark 22 percent (exceeding) → Conversion by source: Inbound 35%, Outbound 22% 5. SALES CYCLE LENGTH → Value: 47 days (avg) → vs 60-day target (beating forecast) FILTERS (interactive, multi-select): → Date range: Custom calendar picker (default: current month) → Salesperson: Dropdown with all reps (select multiple) → Region: North, South, East, West, International → Product: SaaS, Consulting, Support, Licenses → Deal stage: Prospecting, Qualified, Demo, Negotiation, Won, Lost → Revenue band: Custom range slider (e.g., $10k-$100k) YEAR-OVER-YEAR COMPARISON: → Chart: Revenue by month (current year vs prior year, overlaid) → Interaction: Hover shows exact values and percent change → Export: Download comparison as CSV DETAIL TABLE (sortable, paginated): → Columns: Salesperson, Customer, Product, Amount, Stage, Close Date, Days Open, Probability → Sortable: Click column header to sort ascending/descending → Filterable: Input boxes under headers for text search → Pagination: 50 rows per page; jump to page via dropdown → CSV export: "Download" button exports filtered view FORMULAS (calculated in browser): → YoY percent change = (current - prior) / prior * 100 → Weighted pipeline = SUM(amount * probability / 100) by stage → Average close time = SUM(days_open) / deal_count → Forecast accuracy = actual_closed / forecast_closed DESIGN: → Color palette: Green (positive variance), Red (negative), Gray (neutral) → Responsive: Stacks on mobile; 2-column on tablet; 3-column on desktop → Print-friendly: Remove filters, fit KPIs to single page → Dark mode toggle: Respects system preference (prefers-color-scheme)
About this skill
Your dashboard looks right until someone changes the region filter and the margin stops adding up. This skill turns supplied finance data into one portable HTML dashboard with consistent filters, explainable KPI calculations, and comparisons that respect reporting periods and missing data.
What it does
- Checks row grain, duplicate totals, dates, currencies, and coverage before calculating KPIs.
- Calculates financial measures correctly, including weighted margins, distinct counts, and period-end balances.
- Builds YoY or prior-period comparisons with explicit dates, partial-period rules, and sensible handling of zero or negative baselines.
- Connects KPI cards, inline SVG charts, and a searchable, sortable detail table to one shared filter state.
- Produces a single HTML file with embedded data and no CDN, server, live API, or external assets.
- Adds printable reporting views and verifies reconciliation and filter behavior when execution tools are available.
What you get
A complete offline HTML executive dashboard, plus a concise handoff identifying metric definitions, reporting assumptions, data coverage, and verification status. The dashboard includes only measures supported by your data.
Best for
FP&A analysts, finance operations teams, and business owners who need to share a trustworthy snapshot without deploying a BI application.
SKILL.md preview
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name: finance-dataset-to-offline-executive-dashboard
description: Turns supplied or described finance data into one self-contained interactive HTML executive dashboard with explicit metric definitions, comparable reporting windows, shared filters, inline SVG charts, an offline CSV loader, and visible reconciliation checks. Use when the user says "build a finance dashboard", "turn this dataset into an executive dashboard", "make an offline HTML report", "add year-over-year comparisons", "we changed our metric definition", "my margin changes incorrectly when I filter", "the KPI cards don't match the table", or "I need a dashboard I can email".
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