Monthly Reporting on Autopilot

I'm uploading our monthly P&L data. Write a financial narrative report for ${month} covering:

1. **Revenue Summary** — Total revenue, MoM and YoY change, breakdown by segment. Call out anything that moved more than 10%.

2. **Gross Margin Analysis** — Gross profit and margin percentage. If margin changed more than 1 point, explain the likely driver.

3. **Operating Expenses** — Total opex, breakdown by department (Engineering, Sales, Marketing, G&A, CS). Highlight any department that's over budget by more than 5%.

4. **EBITDA** — EBITDA and EBITDA margin. Compare to plan and prior year.

5. **Cash Position** — Ending cash, burn rate, runway in months.

6. **Key Callouts** — 3-5 bullet points a board member needs to know. Focus on changes, not static metrics. "Revenue grew 12% MoM driven by enterprise expansion" not "Revenue was $1.2M."

Tone: concise, factual, no hedging. Use specific numbers. Format for a board deck — short paragraphs, bold key figures.

I'm uploading two files:
1. Actual P&L for ${month}
2. Budget/plan for ${month}

For each major line item, write a one-line variance explanation:
- Show the actual, budget, and variance (both $ and %)
- For variances over ${threshold}%, write a brief explanation of the likely cause
- Flag anything that needs management attention

Format as a table:
| Line Item | Actual | Budget | Variance ($) | Variance (%) | Commentary |

Then write a 3-paragraph executive summary focusing on the most important variances. What's working, what's off-track, and what actions are recommended.

Build a Python script that generates a monthly financial report as a formatted HTML file.

INPUT:
- Read a CSV file at ${dataPath} with columns: date, category, subcategory, actual_amount, budget_amount
- Read prior month data from the same file (filter by date)

OUTPUT — an HTML file with:

1. HEADER SECTION
 - Company name: ${companyName}
 - Report period
 - Generated date

2. REVENUE TABLE
 - Filter category="Revenue"
 - Show each subcategory, actual, budget, variance, variance %
 - Color code: green if over budget, red if under budget by >5%
 - Bold the total row

3. EXPENSE TABLE
 - Same format as revenue
 - Color code: green if UNDER budget, red if OVER budget by >5%

4. SUMMARY METRICS (styled as cards/boxes)
 - Total Revenue (with MoM change arrow)
 - Gross Margin %
 - EBITDA
 - Cash Burn Rate

5. TREND CHARTS
 - Use a simple charting library (matplotlib → embedded PNG, or Chart.js inline)
 - Revenue trend (last 6 months)
 - EBITDA trend (last 6 months)

STYLING:
 - Clean, professional CSS (inline for email compatibility)
 - Responsive layout
 - Print-friendly (no dark backgrounds)
 - Font: system font stack

Save the output as monthly-report-YYYY-MM.html in the same directory as the data file.

I have monthly P&L data for ${entityCount} business units in separate CSV files. Build a consolidated report that:

1. Reads each entity's CSV file
2. Generates an individual summary for each entity (revenue, COGS, gross profit, opex, EBITDA)
3. Creates a consolidated view that sums all entities
4. Eliminates intercompany transactions (any line item tagged "intercompany" in the subcategory column)
5. Shows each entity's contribution as a percentage of consolidated revenue

Output as a single HTML file with:
- A navigation bar at the top linking to each entity section
- Individual entity summaries
- Consolidated summary at the bottom
- A simple bar chart showing revenue by entity

Generate a KPI dashboard HTML report from our metrics CSV. The CSV has columns: date, metric_name, metric_value.

Metrics to display (with formatting):

GROWTH METRICS (green header):
- MRR → currency format, show MoM growth %
- ARR → currency format
- New customers → integer
- Net revenue retention → percentage, highlight red if under 100%

EFFICIENCY METRICS (blue header):
- CAC → currency format
- LTV → currency format
- LTV:CAC ratio → decimal, highlight green if over 3.0, yellow if 2-3, red if under 2
- Payback period → months
- Burn multiple → decimal, highlight green if under 2, red if over 3

ENGAGEMENT METRICS (purple header):
- DAU/MAU ratio → percentage
- Logo churn → percentage, highlight red if over 2%
- Revenue churn → percentage

For each metric, show:
- Current month value
- Prior month value
- MoM change (arrow up/down + percentage)
- Sparkline or mini-trend for last 6 months

Layout: card grid, 3 columns, responsive. Include a "last updated" timestamp.