What does this skill do?

The Financial KPIs Analysis Skill calculates a company’s key performance indicators—net margin, EBITDA, break-even point, liquidity, and debt level—and compares them to industry benchmarks to identify critical areas and opportunities for improvement. It generates a report structured into five sections, with prioritized recommendations ready to present to partners or executives.

Financial Health Assessment
Assess the overall situation of a client or your own company by calculating KPIs and comparing them to industry benchmarks.
Meeting Preparation
Build a structured body of documentation to present results to partners, executives, or investors using objective data.
Trend Analysis
It provides data from various time periods to assess which metrics improve or worsen over time.
Monthly Scorecard
Create a recurring report on key performance indicators to track financial performance month by month.

Usage examples

📊 Comprehensive Diagnosis
Analyze the financial KPIs for this gym: gross revenue €142,000/month, variable costs €18,000, fixed costs €98,000, net income €8,500, accounts receivable €38,000, debt €220,000.
🛒 Fashion E-commerce
Calculate the KPIs for this online store: revenue €85,000/month, variable costs €45,000, fixed costs €25,000, net income €15,000, inventory €120,000, debt €50,000.
📈 Multi-period trend
Compare the client's KPIs for the last three months and tell me which metrics are getting worse.
📋 Prepare for a meeting
Generate a structured financial report highlighting the top 3 critical indicators and prioritized recommendations to present to the board of directors.

Features

Calculated KPIs Dashboard Table showing net margin, EBITDA, break-even point, liquidity, and debt level, including current value, industry benchmarks, status, and trends.
Top 3 Critical Indicators In-depth analysis of the most concerning KPIs, including probable causes and explanatory context.
Top 3 Positive Indicators Identifying the areas that are performing well to provide a balanced financial assessment.
Trend Analysis Evaluation of changes in metrics when data from multiple periods is provided.
Prioritized Recommendations A list of 3 to 5 specific actions to address critical indicators, ranked by level of impact.

Frequently asked questions

The income statement, balance sheet, revenue, variable and fixed costs, accounts payable, and, optionally, data from various periods for trend analysis.
The skill uses healthy industry benchmarks for each KPI, comparing the company's current value to industry standards.
Yes. The skill works with any company that has structured financial data, regardless of industry.
Yes. The output is organized into five sections that are ready to use as a reference document during meetings to present results.
Analysis of Financial KPIs — Financial Diagnosis with Claude AI

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