SG Monthly Management Report Kit
Month-end close, reported in minutes. The skill reads your Profit and Loss export by row name (not position), takes revenue, gross profit and net profit from your system's own totals, measures wages to revenue by department against target, nets new and lost recurring revenue, and writes a short commentary that flags one-off items.
The month-end report for directors rebuilt from the P&L by hand.
A Profit and Loss export with at least four months side by side (Xero, QuickBooks, MYOB or similar). Optional: CRM export for won and lost recurring revenue.
Four month trend: revenue, gross margin, employee costs, wages %, net profit and margin. Wages by department with On target, Watch or Over status. Recurring revenue position: new, upsell, cross-sell, lost, surplus or shortfall.
Asks you to confirm the figures before writing commentary, and never excludes a lost client without asking.
S$74.50 one-off (11.11 price until 11 Nov, then S$149). SGD, no GST.
How it works
- Reads the P&L by row name, not position
- Shows the key figures for you to confirm
- Builds the email-ready report
- Writes 5 to 8 points of commentary
- Skill instructions (SKILL.md) with the exact rules and checks
- Python script that builds the report as email-safe HTML (pastes into Outlook or Gmail)
- Settings file for row labels, departments, wage accounts and targets
- Sample P&L, revenue movement and headcount templates
- Interactive artifact: Month end KPI check (opens in your browser or in Claude)
- Four month trend: revenue, gross margin, employee costs, wages %, net profit and margin
- Wages by department with On target, Watch or Over status
- Recurring revenue position: new, upsell, cross-sell, lost, surplus or shortfall
- Headcount and notice cost table
- 5 to 8 point commentary with one-off items named
Try this first:
Here is October's P&L export (4 months). Build the management report for the directors.
- Download the ZIP from your order email or your account.
- Open the setup sheet and fill in your company details (about 10 minutes).
- Claude: open Customize, then Skills, upload the skill folder as a zip and switch it on.
- ChatGPT or Copilot: paste SKILL.md into a Project, Custom GPT or agent and attach the other files as knowledge.
- Run the test prompt on the "What you get" tab.
Licence. One company, unlimited internal use. You may edit the files for your own company. You may not resell, share publicly or redistribute them.
Refunds. Skills are delivered instantly, so purchases are final once the download is opened. If a kit does not work as described, email us within 14 days and we will fix it or refund you.
Upgrades. A one-off kit purchase and the one-off customisation service cover the version delivered on the day. Later skill upgrades (updated SKILL.md, references and templates) are included only with the Finance Skills Plan or HR Skills Plan while the plan is active.
Plans. The Finance Skills Plan is S$99 a month and the HR Skills Plan S$59 a month, billed by card until you cancel. Cancel any time in your account; access continues to the end of the paid month. Downloads made during the plan stay usable under the same one company licence. Customisation is not included in a plan.
Customisation. Delivered within 7 days of receiving all the documents we ask for. First revision free; further revisions S$120 each. Customisation fees are refundable in full until work starts.
Not professional advice. Skills are general reference tools for Singapore businesses. Review every output before use and take legal or tax advice for contested or high value matters.
Two ways to start
Buy this skill
S$74.50 one-off (11.11 price until 11 Nov, then S$149). SGD, no GST. Instant download after payment.
Get a free costed proposal
Need it built around your own systems instead? Get a written proposal with a fixed price within 3 working days, then a 30-minute call.
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