financial-analytics-dashboard

financial-analytics-dashboard is a skill for Claude Code, Codex from finsilabs/awesome-ecommerce-skills. It costs 27 tokens per session (2,610 once invoked), scanned A, original, MIT.

A guide for building interactive dashboards that track financial key performance indicators, such as revenue, gross margin, customer acquisition cost, and return rate.

In plain words
What is it for?
Creating operational, marketing, finance, or board dashboards; comparing results with baselines; exploring metrics; and alerting teams when values cross set limits.
Why use it?
It helps replace manual reports with a current view of financial performance, including comparisons, drill-downs, explanations, and threshold alerts.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one. Also seen: positional $N argument; mentions Codex; mentions Gemini CLI.

Good fit Creating operational, marketing, finance, or board dashboards; comparing results with baselines; exploring metrics; and alerting teams when values cross set limits.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/finsilabs/awesome-ecommerce-skills/financial-analytics-dashboard
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add finsilabs/awesome-ecommerce-skills --skill financial-analytics-dashboard
Clone the repo
git clone --depth 1 https://github.com/finsilabs/awesome-ecommerce-skills

Made for: Claude Code, Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for financial-analytics-dashboard

README.md
[![agentmods](https://agentmods.dev/badge/skills/finsilabs/awesome-ecommerce-skills/financial-analytics-dashboard/github.svg)](https://agentmods.dev/skills/finsilabs/awesome-ecommerce-skills/financial-analytics-dashboard)
Your own site
<a href="https://agentmods.dev/skills/finsilabs/awesome-ecommerce-skills/financial-analytics-dashboard"><img src="https://agentmods.dev/badge/skills/finsilabs/awesome-ecommerce-skills/financial-analytics-dashboard/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for financial-analytics-dashboard

Your own site · 80×15
<a href="https://agentmods.dev/skills/finsilabs/awesome-ecommerce-skills/financial-analytics-dashboard"><img src="https://agentmods.dev/badge/skills/finsilabs/awesome-ecommerce-skills/financial-analytics-dashboard.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 27 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 2,610 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00027 $0.02610
Opus 5 $0.00014 $0.01305
Sonnet 5 $0.00005 $0.00522
Haiku 4.5 $0.00003 $0.00261

Measured 12d ago against content hash 17a028f367e6, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

financial-analytics-dashboard scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 12d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

skills/data-analytics/financial-analytics-dashboard/SKILL.md · 182 lines

How it starts

The opening of the file, as written. The whole thing — 182 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Financial Analytics Dashboard

Overview

A financial analytics dashboard gives operators near-real-time visibility into the KPIs that matter most — revenue, gross margin, CAC, return rate — with drill-down, comparison baselines, and automated alerts when metrics breach thresholds. Unlike a static financial report, an analytics dashboard is designed for daily operational use: the finance team monitors it each morning, the marketing team checks ROAS after a campaign launch, and the CEO reviews the weekly summary before a board call.

This skill guides you through building a financial analytics dashboard using your platform's built-in tools, BI apps, and accounting integrations — without writing code.

When to Use This Skill

  • When the finance team needs a daily operational dashboard showing current-month tracking
  • When you want automated Slack or email alerts when KPIs breach thresholds
  • When replacing manual weekly reporting emails with a live dashboard link
  • When you need a self-service tool where non-finance stakeholders can explore metrics
  • When building a board reporting dashboard that auto-refreshes with latest data
  • When monitoring multiple revenue streams (DTC, marketplace, wholesale) on one screen

Core Instructions

Step 1: Choose your dashboard tool by platform

Platform Recommended Tool Why
Shopify Shopify Analytics + Polar Analytics or Triple Whale Shopify's built-in analytics covers revenue, orders, and AOV; Polar/Triple Whale add profit margin, CAC, and multi-channel KPIs
Shopify (advanced) Glew.io or Daasity Pre-built ecommerce KPI dashboards with alerting and board-ready reporting
WooCommerce Metorik + GA4 Metorik provides operational KPI dashboards; GA4 provides conversion funnel and traffic metrics
BigCommerce Glew.io Pre-built BigCommerce analytics with cohort analysis, margin tracking, and channel drill-down
All platforms Google Looker Studio (free) connected to your data Free; connects to Google Analytics, Google Sheets, BigQuery, and 1,000+ data sources; fully customizable
All platforms (BI teams) Metabase (self-hosted, free) or Tableau SQL-based; best when you have a data warehouse and a technical analyst

Read the full file on GitHub · 182 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 12d ago First seen · 182 lines · 27 tokens per session scan A 17a028f367e6

Subscribe to this mod's changes

financial-analytics-dashboard is a skill published in the GitHub repository finsilabs/awesome-ecommerce-skills (52 stars, last pushed 6mo ago), licensed MIT. It adds 27 tokens to every session and 2,610 once invoked, about $0.0001 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.

Related

Other skills, from other repositories

tax-calculator

Calculate tax implications of trades and generate tax reports.

Signal-Execution-Labs/forex-trading-ai-agent · 13 tokens

reporting

Use when a recurring report must ship itself on a cadence — weekly digest, monthly exec pack, board pack — via a fetch→narrate→render→deliver pipeline with a schedule and a freshness gate. NOT a live view people slice (that is dashboard), NOT picking which KPIs to track (that is kpi-framework), NOT a one-off…

ericrisco/rsc-harness · 85 tokens

advanced-technical-chart-analysis

Master of price action, chart patterns, and technical indicators - combining classical Wyckoff/Dow theory with modern quantitative validation for edge identificationUse when "technical analysis, chart pattern, indicator, RSI, MACD, support resistance, trend, candlestick, price a…

rondoflow/rondoflow · 60 tokens

awslabs-cost-explorer-mcp

Detailed cost analysis and reporting.

Friz-zy/ai-capability-registry · 15 tokens

finance-analysis-analyst

Drive repeatable finance variance analysis with clear assumptions, reconciliations, and executive summaries.

frumu-ai/tandem · 24 tokens

ynab-big-goal-savings-planner

Helps plan and fund a large, specific, one-time savings goal with a dollar target and timeline — house down payment, car, wedding, sabbatical. Use when a user says "I'm saving for a house down payment", "how much do I need to save monthly for X", "help me set a savings target with a deadline", or "I want to buy a car…

auzroz/ynab-mcp · 92 tokens