Financial Analysis to Slides
Builds a board-ready presentation deck from financial data with tied-out numbers.
by AgentVoltv1.0.0Published 1y ago1 install
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Before & after
Same prompt, same agent — the only difference is the skill.
Prompt“Build a board presentation deck from our latest financial results”
Beforegeneric AI agent
I can help you build a board deck from your financial data. You'd typically want slides covering your key metrics—revenue, growth, profitability, cash position, maybe a P&L breakdown. It's good to show trends over time and call out any significant variances. You'd want to end with a forward-looking statement and any asks you have for the board. If you share your financial data, we can talk about the story you want to tell and structure it accordingly. There's a lot of flexibility in how to present this.
Afterwith Financial Analysis to Slides
BOARD PRESENTATION DECK - Q2 2026 RESULTS (Autogenerated from financial data source) DECK STRUCTURE: 15 slides DATA SOURCE: Connected to Stripe + custom revenue ledger LAST UPDATED: 2026-07-31, 11:47am UTC QA STATUS: All numbers tied-out. Zero placeholders. SLIDE 1: COVER Title: Q2 2026 Board Meeting | Date: 2026-07-31 | Company: AgentVolt SLIDE 2: KEY METRICS AT A GLANCE • ARR (Annual Recurring Revenue): 2.8M (+78% YoY) vs budget 2.6M [+8% beat] • MRR: 234K • Customers: 412 (+22% since Q1) • Gross margin: 72% (budget: 70% [+2% beat]) • Burn rate: 485K/month (improving; was 520K in Q1) SLIDE 3: REVENUE TREND (Line chart) Q2 revenue: 687K | Trend: +18% QoQ | Chart shows 8-quarter trajectory Seasonal dip expected in Q3 (historical avg -12%) SLIDE 4: CUSTOMER ACQUISITION • New customers Q2: 67 • CAC (Customer Acquisition Cost): 1,840 USD • LTV: 42,000 USD (LTV/CAC ratio: 23:1 — excellent) • Payback period: 5.2 months SLIDE 5: CHURN & RETENTION • Logo churn: 3.2% monthly (target <4%, achieved) • Revenue churn: 2.1% (high-value accounts sticking) • NRR (Net Revenue Retention): 108% (logo expansion is strong) SLIDE 6: PROFITABILITY WATERFALL Starting point: 687K revenue - COGS: 195K (28% = excellent margins) - Gross profit: 492K (72%) - OpEx (Sales): 156K - OpEx (Eng): 189K - OpEx (G&A): 142K - EBITDA: -95K (improving from -148K in Q1) SLIDE 7: BURN RATE & RUNWAY • Monthly burn: 485K • Cash on hand: 3.2M (current funding round) • Runway: 6.6 months (at flat revenue) • Runway: 12+ months (if Q3 grows 15% as projected) • Action: Series B pipeline target 10M USD (reduces burn pressure by Q4) SLIDE 8: VARIANCE ANALYSIS (Budget vs Actual) • Revenue beat: +8% vs budget (+687K actual vs +636K budget) • Explanation: Faster customer onboarding in mid-market segment • COGS miss: -3% worse than expected (-195K actual vs -189K budget) • Explanation: Higher AWS costs due to unexpected spike in compute usage (data export features). Mitigated via query optimization sprinted in July. • G&A miss: +12% higher than budget (+142K vs +127K budget) • Explanation: Legal fees for pilot partnership (50K one-time cost) SLIDE 9: MARKET EXPANSION • Domestic (US): 73% of ARR | 5% YoY growth • International (EU, APAC): 27% of ARR | 15% YoY growth (outpacing domestic) • Net new markets entered: UK, Germany, Australia (pilots in Q2) SLIDE 10: UNIT ECONOMICS SUMMARY SEGMENT: Enterprise (50+ seat purchases) • ACV (Annual Contract Value): 45,000 USD • Contribution margin: 74% • Sales cycle: 3.2 months SEGMENT: Mid-market (10-49 seats) • ACV: 12,000 USD • Contribution margin: 71% • Sales cycle: 6 weeks SEGMENT: SMB (1-9 seats) • ACV: 2,400 USD • Contribution margin: 68% • Sales cycle: 1 week (self-serve) • Churn: 8% (higher than other segments; watch closely) SLIDE 11: HEADCOUNT & HIRING PLAN Current headcount: 28 FTE Q2 hires: 3 (slower than planned due to market slowdown) Q3 hiring plan: 5 FTE (2 Sales, 2 Eng, 1 Ops) Total projected end-of-2026: 38 FTE (33% growth YoY) Headcount burn per FTE: 18K/month (all-in salary + benefits + ops) SLIDE 12: RISKS & MITIGATIONS • RISK: SMB churn at 8% is unsustainable MITIGATION: Dedicated onboarding flow launching Aug 15. Target: reduce churn to 4% by Q4. • RISK: AWS compute costs spiked in Q2 MITIGATION: Query optimization complete. Expected savings: 20K/month starting Aug. • RISK: Series B fundraising environment tightening MITIGATION: Pivot to customer expansion revenue if needed. NRR 108% gives runway flexibility. SLIDE 13: FORWARD GUIDANCE Q3 2026 projections (note: not a guarantee): • Expected revenue: 720K (+5% QoQ, accounting for seasonal Q3 dip) • Expected customer count: 435 (+6% net growth) • Expected burn rate: 460K/month (improving via cost saves) • Expected runway (end Q3): 7+ months (better than today) SLIDE 14: BOARD ASKS 1. Approve headcount plan (38 FTE by EOY). Hiring pace: 5 in Q3, 3 in Q4. 2. Approve capital allocation: 500K toward performance marketing (expected ROAS 4:1). 3. Strategic partnership discussion: Customer integration with Zapier. Requires API audit (8 weeks engineering). Approval needed for resource reallocation. SLIDE 15: CLOSING Q2 was our strongest quarter since founding. We beat revenue by 8%, achieved profitability targets ahead of plan, and expanded into three new markets. Runway is solid for Series B. Next board meeting: Oct 31, 2026 (Q3 results). NOTE: All numbers are samples and for illustration. Not financial advice.
About this skill
name: financial-analysis-to-slides description: Use when Builds a board-ready presentation deck from financial data with tied-out numbers.
Financial Analysis to Slides
Reads financial inputs, plans the deck structure, and builds a full board presentation (KPIs, trends, P&L, variance commentary, risks, outlook, board asks) programmatically from one controlled data source, then runs a QA check that numbers tie and no placeholders remain.
What you get
- Skill file
- outputs a ~15-slide board deck.
Customize your output
- Point it at your own workbooks/datasets and adapt the output structure to your reporting standards.
Example output
A 15-slide board deck mirroring a real board meeting flow.
Best for
CFOs, FP&A leads, and founders reporting to boards.
SKILL.md preview
SKILL.md
---
name: financial-analysis-to-slides
description: Use when the user needs a board-ready presentation deck built programmatically from financial data, with every number tied back to source and no placeholders left in.
version: 1.0.0
category: Finance / Reporting
author: AgentVolt
license: proprietary
tags:
- finance
- reporting
- flagship
---
# Financial Analysis to Slides
Turns financial inputs into a numerically consistent board deck — KPIs, trends, P&L, variance, risks, outlook, asks — from one source of truth.
## When to use
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