← ClaudeAtlas

fin-artifactlisted

Build financial dashboards and reporting artifacts backed by BigQuery, Google Sheets, or a warehouse extract - in two tiers, an as-of snapshot by default and a live connector mode when the organization exposes one. Carries the finance visualization conventions - ARR and cash bridges, cohort heatmaps, actual-vs-budget variance bands, sign conventions, benchmark bands, suppression rules. Use when building any chart, dashboard, board visual, or data-backed page for financial data. Trigger on "dashboard", "build a chart", "visualize", "live board pack", "board visual", "EBITDA waterfall", "bridge chart", "cohort chart", "financial dashboard", "wire it to the warehouse".
Lukehle/closeloop · ★ 1 · Data & Documents · score 72
Install: claude install-skill Lukehle/closeloop
# Financial artifacts Two things distinguish a financial artifact from a generic dashboard: **the numbers must be provable**, and **the as-of must be explicit**. Everything below follows from those. For general visual craft, use Chartroom's concrete `artifact-architecture`, `visual-hierarchy`, `chart-selection`, and `artifact-testing` skills when that companion pack is installed. If it is not installed, follow the conventions and degraded mode below; this skill remains self-contained. --- ## Tier 1 — the as-of snapshot (default) **Build this unless liveness is explicitly required.** Data pulled at build time, baked into a self-contained page, stamped with the as-of. Why this is the default rather than a fallback: - **A board number that silently changes is a defect.** If the deck said $4.82M on Tuesday and reads $4.79M on Thursday because a late invoice posted, you have created a credibility problem, not a freshness feature. - **It is reproducible.** Six months later the page still shows what was reported, which is the whole basis of an audit trail. - **It needs no runtime capability**, so it works on the most restricted seat. - **It can be shared**, which a connector-backed page cannot (see below). Every snapshot artifact carries a provenance footer. Not optional: ``` As-of 2026-08-19 14:20 ET | Period Jul 2026 (closed) Source bq://finance.gl_summary snapshot 2026-08-05T09:00Z | Run 2026-07-close Tie-out PASS - subscription revenue agrees to GL 4100 within