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:

1. Revenue figures — Monthly or quarterly, by product/segment if available
2. Expense data — By category (payroll, COGS, SGA, R&D)
3. Customer metrics — Total customers, churn, NRR, NPS, ARR
4. Headcount — Start/end of year, by department
5. 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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