Financial Insights Report

Generate executive-ready insights with trend analysis, KPI dashboards, and professional visualizations.

Creates both PowerPoint presentations (for meetings) and Excel data books (for detailed analysis).

Arguments

What It Analyzes

Revenue & Growth

• Monthly revenue trends (12+ months)
• Period-over-period growth rates (MoM, QoQ)
• Revenue by account category
• Trend analysis and momentum

Key Performance Indicators

• ARR (Annual Recurring Revenue)
• Net New ARR
• Churn rate and dollar churn
• LTV (Lifetime Value)
• CAC (Customer Acquisition Cost)
• Burn rate and runway

Operational Metrics

• Gross profit and margins
• Operating expenses by category
• Headcount trends
• Per-employee productivity metrics
• Department performance

Financial Health

• Cash burn multiple
• CAC payback period
• LTV/CAC ratio
• Efficiency score

Output: PowerPoint Presentation

Professional 7-slide presentation includes:

1. Title Slide - Report period and date
2. Executive Summary - Top metrics with trend indicators
3. Key Findings - Top 5 insights with business impact
4. Recommendations - Actionable next steps
5. Metrics Dashboard - KPI summary with sparklines
6. Efficiency Analysis - Ratios and operational metrics
7. Data Summary - Data sources and methodology

Design Features

• Professional color scheme matching Datarails brand
• Embedded charts and visualizations
• Metrics boxes with trend indicators
• Consistent formatting across all slides
• Executive-friendly layout

Output: Excel Data Book

Comprehensive workbook includes:

1. Summary Sheet

   • Key findings formatted as table
   • Severity and category indicators
   • Current vs prior period comparison

2. Recommendations Sheet

   • Prioritized action items
   • Implementation guidance
   • Expected impact

3. Metrics Sheet

   • Current KPI values
   • Targets (if available)
   • Prior period comparison

4. Detailed Trends

   • Monthly P&L breakdown
   • Account-level detail
   • Year-over-year comparison

5. Data Sources

   • Tables and fields used
   • Data refresh timestamp
   • Methodology notes

Workflow

Phase 1: Data Collection

1. Verify authentication
2. Load client profile
3. Fetch P&L trends (12 months)
4. Fetch KPI metrics (4+ quarters)

Phase 2: Analysis

1. Calculate growth rates
2. Compute efficiency ratios
3. Identify trends and anomalies
4. Generate business insights
5. Create recommendations

Datarails Brand Styling

When generating Excel or PowerPoint files, apply Datarails brand styling:

Font: Poppins (fall back to Calibri if unavailable). Weights: 400 regular, 600 semibold, 700 bold.

Colors:

Excel layout:

• Content starts at column B (column A is a narrow gutter)
• Rows 1-6: header banner with navy background, white title text, white subtitle
• Gridlines OFF. Freeze panes at B7.
• Footer as last row with generation date
• Every cell must have font, fill, alignment, and number format set

Number formats: _(* #,##0_);_(* (#,##0);_(* "-"_);_(@_) (default), $#,##0 (dollars), $#,##0.0,,"M" (millions), 0.0% (percent)

Variance coloring: Any cell showing a delta/change: green (2ECC71) if favorable, red (E74C3C) if unfavorable. Apply automatically based on value sign and metric context.

PowerPoint: Navy (0C142B) background, 16:9 widescreen, Poppins font, white text, amber (FFA30F) accent lines, card backgrounds 001F37.

Phase 3: Presentation Generation

1. Create PowerPoint with 7 professional slides
2. Generate Excel data book
3. Embed charts and metrics
4. Apply professional formatting

Phase 4: Output

1. Save both files to tmp/
2. Display summary to user
3. Provide file locations

Examples

Generate current quarter insights

/dr-insights

Output:

📊 Generating insights for 2026-Q1...
  📊 Fetching P&L trends...
  📈 Fetching KPI metrics...
  💡 Calculating insights...
  📄 Generating PowerPoint presentation...
  📋 Generating Excel data book...

✅ Insights generated successfully

==================================================
INSIGHTS GENERATED
==================================================
Period: 2026-Q1
Key Findings: 5

Outputs:
  PowerPoint: tmp/Insights_2026-02-03_143022.pptx
  Excel: tmp/Insights_Data_2026-02-03_143022.xlsx
==================================================

Generate specific quarter

/dr-insights --year 2025 --quarter Q4

Generate previous month

/dr-insights --period 2026-01

Save to custom location

/dr-insights --year 2025 --quarter Q4 \
  --output-pptx reports/Q4_2025_Insights.pptx \
  --output-xlsx reports/Q4_2025_Data.xlsx

Use Cases

Board Presentations

/dr-insights --quarter Q4 --year 2025
# Use PowerPoint for board meeting

Executive Dashboard Updates

# Weekly insights
/dr-insights

Quarterly Business Reviews

# Comprehensive analysis for stakeholders
/dr-insights --year 2025 --quarter Q4

Investor Communications

# Professional presentation for investors
/dr-insights --quarter Q4 --year 2025

Department Reviews

# Share with teams for transparency
/dr-insights

Key Metrics Included

Growth Metrics:

• Revenue MoM/QoQ/YoY growth
• ARR trends
• Net New ARR

Profitability Metrics:

• Gross profit and margin
• Operating expense ratio
• EBITDA

Unit Economics:

• CAC (Customer Acquisition Cost)
• LTV (Lifetime Value)
• LTV/CAC ratio
• Payback period

Cash Metrics:

• Monthly burn rate
• Runway (months of cash)
• Burn multiple (burn rate / revenue)

Churn & Retention:

• Dollar churn
• Percentage churn
• Net revenue retention

Performance

• Small datasets (1-2 years): ~1-2 minutes
• Large datasets (3+ years): ~3-5 minutes

Fast processing via efficient MCP aggregation tools.

Error Handling

"Not authenticated" error

• Connect via Connectors UI ("+" > Connectors > Datarails > Connect)

"No KPI data found" warning

• Agent adapts and focuses on P&L trends
• Recommendations still generated

"Incomplete data for period" warning

• Agent includes available data
• Highlights gaps in report

Related Skills

• /dr-anomalies-report - Data quality assessment
• /dr-reconcile - P&L vs KPI validation
• /dr-dashboard - Executive KPI monitoring
• /dr-extract - Full financial data extraction

Advanced Usage

Automated Insights

# Schedule weekly insights
0 8 * * 1 /dr-insights --env app --output-pptx tmp/weekly_insights.pptx

Comparative Analysis

# Generate for multiple quarters
/dr-insights --year 2025 --quarter Q1 --output-pptx tmp/Q1.pptx
/dr-insights --year 2025 --quarter Q2 --output-pptx tmp/Q2.pptx
# Compare side-by-side

Custom Reporting

# Export data in custom location
/dr-insights --env app \
  --output-xlsx /shared/reports/latest_analysis.xlsx \
  --output-pptx /shared/reports/latest_presentation.pptx

Customization

Insights adapt to client profiles at config/client-profiles/{env}.json:

• Different account hierarchies
• Custom KPI definitions
• Department structures
• Business rules

Modify profile to customize insights.

Data Freshness

Reports include generation timestamp. Data reflects:

• Latest available P&L (typically current month)
• Latest available KPIs (typically current quarter)
• Calculations performed at generation time

For historical comparison, generate reports for multiple periods.