Our review
Reviews budget allocation, ROI, and resource distribution, providing financial analysis and optimization recommendations.
Strengths
- Clear structure with tables and categories
- Automatically calculates variances and ROI
- Identifies cost reduction opportunities
- Maintains confidentiality of financial data
Limitations
- Requires pre-existing accurate budget data
- Does not make spending decisions
- Depends on ability to read files and databases
To review financial performance over a period and obtain optimization recommendations.
When financial data is unavailable or too sensitive to be analyzed by a tool.
Security analysis
SafeThe skill uses only read-only tools (Read, Glob, Grep) and does not involve any code execution, network access, or file manipulation. It provides instructions for data analysis only, with constraints against fabricating data or making spending decisions. No exfiltration or destructive actions possible.
No concerns found
Examples
Review the budget for Q1 this year. Analyze planned vs actual expenditures by department, calculate ROI for the marketing campaign, and suggest reallocation opportunities.Compare the ROI of our three main projects: Mobile App redesign ($50k cost, $120k return), Website overhaul ($30k cost, $90k return), and CRM upgrade ($20k cost, $25k return). Which has the best ROI?Our Q2 IT budget shows a 35% overspend in software licensing. Identify the root cause and recommend actions to stay within budget for Q3.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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