financial-reporting-dashboard

financial-reporting-dashboard is a skill for Claude Code, Codex from finsilabs/awesome-ecommerce-skills. It costs 35 tokens per session (2,624 once invoked), scanned A, original, MIT.

An interactive view of the three main financial statements: profit and loss, balance sheet, and cash flow. It lets you inspect totals by product, sales channel, location, or time period.

In plain words
What is it for?
Use it for monthly reporting, board or investor preparation, and investigating gross margin or other financial totals down to product or channel level.
Why use it?
It reduces manual spreadsheet work and makes it easier to find what is driving changes in profit, cash, or financial position. It also gives management and investors a shared view of the business.

Skill for Claude CodeCodex

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

Good fit Use it for monthly reporting, board or investor preparation, and investigating gross margin or other financial totals down to product or channel level.

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Install with agentmods
npx agentmods add skills/finsilabs/awesome-ecommerce-skills/financial-reporting-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-reporting-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-reporting-dashboard

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

Your own site · 80×15
<a href="https://agentmods.dev/skills/finsilabs/awesome-ecommerce-skills/financial-reporting-dashboard"><img src="https://agentmods.dev/badge/skills/finsilabs/awesome-ecommerce-skills/financial-reporting-dashboard.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 35 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 2,624 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 $0.00035 $0.02624
Opus 5 $0.00017 $0.01312
Sonnet 5 $0.00007 $0.00525
Haiku 4.5 $0.00003 $0.00262

Measured 12d ago against content hash 091b16854014, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

financial-reporting-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-reporting-dashboard/SKILL.md · 208 lines

How it starts

The opening of the file, as written. The whole thing — 208 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Financial Reporting Dashboard

Overview

A financial reporting dashboard consolidates your three core financial statements — P&L (Income Statement), Balance Sheet, and Cash Flow — into an interactive view that management, investors, and board members can navigate without requesting custom reports from finance.

For ecommerce businesses, the most valuable feature is drill-down: the ability to see total gross margin and then click through to gross margin by product category, channel, or geography. This transforms static financials into an investigation tool.

This skill guides you through connecting your accounting system to a dashboard layer, structuring the ecommerce-specific P&L, and building drill-down reports using your platform data.

When to Use This Skill

  • When your CFO or investors request monthly P&L and cash position reports
  • When replacing manual spreadsheet-based financials with an automated dashboard
  • When you need drill-down from consolidated totals to channel, product category, or SKU level
  • When preparing for a board meeting, fundraise, or M&A process
  • When your accounting system does not produce ecommerce-specific breakdowns
  • When you need to reconcile revenue in your ecommerce platform against your GL

Core Instructions

Step 1: Connect your accounting system to your platform

A financial reporting dashboard must be built on your accounting system (QuickBooks, Xero, NetSuite), not on your ecommerce platform data alone. Platform revenue data diverges from GAAP financials due to recognition timing, payout lags, and adjustments.

Ecommerce platform → accounting system integrations:

Ecommerce Platform Accounting System Recommended Integration
Shopify QuickBooks Online A2X (Shopify App Store) — reconciles Shopify payouts to period-matched QBO journal entries
Shopify Xero A2X for Xero — same; creates summary journal entries per payout period
Shopify Both Finaloop (Shopify App Store) — automated bookkeeping designed for Shopify; handles COGS, inventory, and financial statements
WooCommerce QuickBooks Online WooCommerce QuickBooks plugin (WooCommerce.com, $79/yr)
WooCommerce Xero WooCommerce Xero extension (WooCommerce.com, $79/yr)
BigCommerce QuickBooks Online Webgility (BigCommerce App Marketplace)
BigCommerce Xero Amaka (BigCommerce App Marketplace)

Read the full file on GitHub · 208 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 · 208 lines · 35 tokens per session scan A 091b16854014

Subscribe to this mod's changes

financial-reporting-dashboard is a skill published in the GitHub repository finsilabs/awesome-ecommerce-skills (52 stars, last pushed 6mo ago), licensed MIT. It adds 35 tokens to every session and 2,624 once invoked, about $0.0002 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.

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