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Install in OpenClaw
/install afrexai-annual-report
Description
Generates a comprehensive annual business report with financials, operations, strategic highlights, risks, and forward-looking guidance from your company data.
README (SKILL.md)
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: \x3C10% 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: \x3C15%)
- 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% | \x3C2x | N/A |
| Series B | 80-150% | \x3C1.5x | >20 |
| Series C | 50-80% | \x3C1x | >30 |
| Growth | 30-50% | \x3C0.8x | >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
Built by AfrexAI — AI context packs that make your agents actually useful.
Get the full toolkit:
- AI Revenue Calculator — Find where you're losing money
- Agent Setup Wizard — Deploy your first AI agent in 15 minutes
- Context Packs Store — Industry-specific agent intelligence ($47/pack)
Usage Guidance
This skill appears coherent and low-risk as an instruction-only report generator, but consider these precautions before using with real data: 1) Verify the skill source/owner independently (homepage is not present in registry metadata even though README links to an AfrexAI site). 2) Test with anonymized or synthetic data first to confirm output and that no unexpected endpoints are contacted by your agent. 3) Check your agent/platform connectors and permissions (e.g., any external integrations, logging, or telemetry) because those runtime settings—not the skill itself—could transmit sensitive financial data. 4) If you must use real confidential financials, confirm organizational policies for sharing and consider executing the skill in a restricted environment. This evaluation checks internal consistency, not the absence of all security risks in your deployment environment.
Capability Analysis
Type: OpenClaw Skill
Name: afrexai-annual-report
Version: 1.0.0
The skill bundle is designed to generate annual business reports, requiring access to sensitive financial and operational data. However, the `SKILL.md` and `README.md` files contain only descriptive and instructional content aligned with this stated purpose. There are no instructions for data exfiltration, unauthorized execution, persistence, or any form of prompt injection against the agent. The external links provided are promotional and point to a GitHub Pages domain, which is not inherently malicious. The skill's functionality, while handling sensitive data, does not exhibit any malicious intent or introduce vulnerabilities within the provided files.
Capability Assessment
Purpose & Capability
Name and description match the runtime instructions: the skill asks the user to provide financial, customer, headcount, and milestone data and describes report sections and formulas consistent with generating an annual report.
Instruction Scope
SKILL.md is instruction-only and confines itself to transforming user-provided company data into a structured report; it does not instruct the agent to read system files, access env vars, or send data to external endpoints.
Install Mechanism
No install spec or code files are included (instruction-only), so nothing will be downloaded or written to disk by the skill itself.
Credentials
The skill declares no required environment variables, credentials, or config paths; the data it requests (financials, metrics) is appropriate for its function.
Persistence & Privilege
Skill is not always-on and is user-invocable (normal). It does not request persistent system privileges or modify other skills' configurations.
How to Use
- Make sure OpenClaw is installed (local or Docker)
- Run the install command in chat:
/install afrexai-annual-report - After installation, invoke the skill by name or use
/afrexai-annual-report - Provide required inputs per the skill's parameter spec and get structured output
Version History
v1.0.0
- Initial release of the Annual Report Generator skill.
- Generates board-ready annual business reports from raw company data.
- Covers financial summaries, operational metrics, strategic highlights, and forward-looking guidance.
- Provides detailed report structure, benchmarks, and presentation tips for effective reporting.
- Includes useful financial formulas and industry benchmarks for SaaS and growth-stage companies.
Metadata
Frequently Asked Questions
What is Annual Report Generator?
Generates a comprehensive annual business report with financials, operations, strategic highlights, risks, and forward-looking guidance from your company data. It is an AI Agent Skill for Claude Code / OpenClaw, with 736 downloads so far.
How do I install Annual Report Generator?
Run "/install afrexai-annual-report" in the OpenClaw or Claude Code chat to install it in one step — no extra setup required.
Is Annual Report Generator free?
Yes, Annual Report Generator is completely free (open-source). You can download, install and use it at no cost.
Which platforms does Annual Report Generator support?
Annual Report Generator is cross-platform and runs anywhere OpenClaw / Claude Code is available (cross-platform).
Who created Annual Report Generator?
It is built and maintained by 1kalin (@1kalin); the current version is v1.0.0.
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