Our review
Reviews budget allocation, ROI, and resource distribution, providing financial analysis and optimization recommendations.
Strengths
- Clear structure with expenditure categorization and variance analysis.
- Automated ROI calculation for projects and investments.
- Concrete optimization and reallocation suggestions.
- Human-readable output format ready for reporting.
Limitations
- Requires the user to provide accurate financial data.
- Cannot connect to external financial systems (ERP, etc.).
- Analysis is simplified and not a substitute for professional accounting expertise.
When you need a quick, structured budget review or ROI assessment across multiple initiatives.
When financial data is highly sensitive and should not be shared with an AI agent, or when a human expert judgment is mandatory.
Security analysis
SafeOnly uses read-only tools (Read, Glob, Grep) for financial analysis; no execution, network, or destructive capabilities.
No concerns found
Examples
Review the budget allocation for Q1 2025. Planned: Marketing $50k, R&D $80k, Operations $30k. Actual: Marketing $55k, R&D $75k, Operations $28k. Calculate ROI for each department and suggest optimizations.Analyze the ROI of our three main projects: Project A cost $100k, return $150k; Project B cost $200k, return $250k; Project C cost $50k, return $80k. Identify variance and recommend reallocation.We have a significant overrun in the IT budget: planned $120k, actual $150k. The marketing budget is under by $10k (planned $80k, actual $70k). Provide a full budget review with variance analysis and optimization opportunities.name: aget-review-budget description: Review budget allocation and ROI archetype: executive allowed-tools:
- Read
- Glob
- Grep
aget-review-budget
Review budget allocation, ROI, and resource distribution. Provides financial analysis and optimization recommendations.
Instructions
When this skill is invoked:
-
Gather Budget Data
- Planned allocation
- Actual expenditure
- Time period scope
-
Categorize Expenditures
- By type (operational, capital, etc.)
- By department/project
- By priority
-
Calculate ROI
- Investment amount
- Return measurement
- ROI percentage
-
Variance Analysis
- Planned vs. actual
- Significant variances
- Root causes
-
Optimization Opportunities
- Cost reduction areas
- Reallocation suggestions
- Efficiency improvements
Output Format
## Budget Review: [Period/Scope]
### Overview
| Metric | Value |
|--------|-------|
| Total Budget | $[X] |
| Total Spent | $[Y] |
| Variance | $[Z] ([N]%) |
| Period | [Date range] |
---
### Expenditure by Category
| Category | Planned | Actual | Variance |
|----------|---------|--------|----------|
| [Cat 1] | $[X] | $[Y] | $[Z] |
| [Cat 2] | $[X] | $[Y] | $[Z] |
| **Total** | $[X] | $[Y] | $[Z] |
---
### ROI Analysis
| Investment | Cost | Return | ROI |
|------------|------|--------|-----|
| [Project 1] | $[X] | $[Y] | [N]% |
| [Project 2] | $[X] | $[Y] | [N]% |
---
### Variance Analysis
#### Significant Variances
1. **[Category]**: $[Amount] ([N]%)
- Root cause: [Explanation]
- Action: [Recommended response]
---
### Optimization Recommendations
1. **[Area]**: [Recommendation]
- Potential savings: $[X]
- Implementation effort: [Low/Med/High]
---
### Risks
- [Financial risk to monitor]
Constraints
- C1: NEVER fabricate financial data — financial integrity essential
- C2: NEVER make spending decisions — executive reviews, doesn't automate decisions
- C3: NEVER expose sensitive financial details in logs — financial data requires confidentiality
Related
- SKILL-026: aget-review-budget specification
- ONTOLOGY_executive.yaml: Budget, ROI, Delegation concepts
- CAP-EXE-002: Budget Review capability
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