Annual Report Generator

Build a complete annual business report from raw data. Covers financial performance, operational metrics, strategic highlights, and forward-looking guidance.

What This Skill Does

Takes your company data and generates a board-ready annual report with:

Financial Summary — Revenue, COGS, gross margin, EBITDA, net income, YoY comparisons
Operational Metrics — Headcount, productivity ratios, customer metrics, unit economics
Strategic Review — Key wins, market position, competitive landscape, risks addressed
Forward Guidance — Next-year targets, strategic priorities, investment thesis, risk outlook

How to Use

Tell your agent: "Generate our annual report" and provide:

Revenue figures — Monthly or quarterly, by product/segment if available
Expense data — By category (payroll, COGS, SGA, R&D)
Customer metrics — Total customers, churn, NRR, NPS, ARR
Headcount — Start/end of year, by department
Key milestones — Product launches, partnerships, funding, market expansion

Report Structure

1. Executive Summary (1 page)

Year in review headline
3-5 key metrics with YoY change
CEO/founder letter themes

2. Financial Performance

Metric	This Year	Last Year	Change
Revenue	—	—	—%
Gross Margin	—	—	—pp
EBITDA	—	—	—%
Net Income	—	—	—%
Cash Position	—	—	—

Revenue breakdown by: - Product/service line - Geography - Customer segment - New vs expansion vs renewal

Expense analysis: - Cost structure breakdown (% of revenue) - Headcount cost per employee - R&D as % of revenue (benchmark: 15-25% for SaaS) - SGA efficiency ratio

3. Operational Review

Customer metrics: - Total customers (start → end) - Logo churn rate (benchmark: <10% annually) - Net Revenue Retention (benchmark: >110% for B2B SaaS) - CAC and LTV with ratio (target: >3x) - NPS or CSAT scores

Team metrics: - Revenue per employee (benchmark: $200-300K for SaaS) - Employee satisfaction/eNPS - Turnover rate (benchmark: <15%) - Key hires and departures

4. Strategic Highlights

Top 3-5 achievements with business impact
Product milestones and roadmap delivery
Market expansion (new segments, geographies)
Partnership and channel developments
Brand and thought leadership wins

5. Risk Register

Risk	Likelihood	Impact	Mitigation	Status
Market contraction	Medium	High	Diversified segments	Monitoring
Key person dependency	Medium	High	Cross-training program	In progress
Competitive pressure	High	Medium	Innovation velocity	Active

6. Forward Guidance

Revenue target and growth assumptions
Key initiatives for next year (max 5)
Planned investments (headcount, product, market)
Metrics to watch
Scenarios: bear / base / bull

Benchmarks by Company Stage

Stage	Revenue Growth	Burn Multiple	Rule of 40
Seed–A	100-300%	<2x	N/A
Series B	80-150%	<1.5x	>20
Series C	50-80%	<1x	>30
Growth	30-50%	<0.8x	>40
Scale	20-30%	Profitable	>40

Presentation Tips

Lead with the story, support with numbers — Don't dump data. Frame each section around a narrative.
Honest about misses — Credibility comes from acknowledging what didn't work.
Forward-looking > backward-looking — Investors care more about where you're going.
Consistent formatting — Same metrics, same definitions, year over year.
One page per section — Force prioritization. If it doesn't fit one page, it's not tight enough.

Useful Formulas

Gross Margin = (Revenue - COGS) / Revenue
EBITDA Margin = EBITDA / Revenue
Rule of 40 = Revenue Growth % + EBITDA Margin %
Burn Multiple = Net Burn / Net New ARR
Magic Number = Net New ARR / Prior Quarter S&M Spend
CAC Payback = CAC / (ARPA × Gross Margin)
LTV = ARPA × Gross Margin / Monthly Churn Rate

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Installation