๐ŸŽจ Module 3: Monthly Finance Review Presentation

Generate a professional Monthly Finance Review presentation with data-driven slides, charts, and corporate branding โ€” all from CSV data.

27 minutes

What You'll Create

Template Slides

Kiro will analyze these 5 template screenshots to extract the brand style (colors, fonts, layout) and generate a presentation that matches:

Title Slide

Title

Section Divider

Section

KPI Dashboard

KPI

Content Slide

Content

Closing Slide

Closing

StepDurationDescription
Save Templates & Create Data5 minSave template screenshots and generate KPI data
Analyze Style & Build Script5 minLet Kiro extract the brand style and create the generator
Generate Full Presentation12 minCreate all slides, charts, and export the final PPTX
Review & Iterate5 minOpen the PPTX, describe what to fix, and let Kiro refine it

Step 1: Save Templates & Create Data

First, save the 5 template slide images above to a monthly-review/template folder. Right-click each image and save as:

Then in the Kiro chat panel, start a New Session in Vibe mode and paste:

PROMPT โ€” Copy & paste into Kiro
I have 5 template slide screenshots in the monthly-review/template folder (template_title.png, template_section.png, template_kpi.png, template_content.png, template_closing.png). Please: 1. Look at each template screenshot and extract the visual style: colors, fonts, layout, spacing, and design patterns 2. Create a file called monthly_kpis.csv in the monthly-review folder with 6 months of AnyCompany Finance KPI data (Jan 2025 - Jun 2025): Columns: month, total_revenue_sgd, transaction_volume, active_merchants, wallet_txns, credit_card_txns, bnpl_txns, fraud_rate_pct, avg_settlement_hours, customer_satisfaction_score, new_merchant_signups, chargeback_rate_pct Make the data show a growth trend: - Revenue growing from $12M to $18M SGD - Transaction volume growing from 2.1M to 3.2M - Fraud rate decreasing from 0.8% to 0.4% - Customer satisfaction improving from 4.1 to 4.6 - BNPL transactions growing fastest (40% growth over 6 months) 3. Create a file called regional_breakdown.csv with columns: region, revenue_sgd, transaction_count, active_merchants, growth_rate_pct For: Singapore, Malaysia, Indonesia, Thailand, Vietnam, Philippines Singapore should be the largest market, Indonesia the fastest growing. 4. Give me a summary of: - The brand style you identified (colors, fonts, layout patterns) - The slide types available based on the templates - Key trends in the KPI data
โœ… Checkpoint: Brand style extracted from screenshots ยท monthly_kpis.csv with 6 months of data ยท regional_breakdown.csv with 6 markets ยท Kiro's style and trend analysis

Step 2: Analyze Style & Build the Generator Script

In the same chat session, paste:

PROMPT โ€” Copy & paste into Kiro
You are the CFO's Executive Assistant preparing the Monthly Finance Review for the leadership team. You know what executives care about: clear KPIs, trend direction, and actionable insights. The presentation must be polished and on-brand. Based on the style you extracted from the 5 template screenshots, create: 1. A template_config.json file in the monthly-review folder that defines the brand settings you identified: - Colors (background, accent, text, headings) extracted from the templates - Font choices that match the template style - Slide layouts for each template type: title, section_divider, kpi_dashboard, content, closing - Company name: "AnyCompany Financial Group" - Presentation title: "Monthly Finance Review โ€” June 2025" 2. A Python script called generate_review.py in the monthly-review folder that: - Reads template_config.json for brand settings - Reads monthly_kpis.csv and regional_breakdown.csv using pandas - Creates a 16:9 widescreen PowerPoint using python-pptx - Creates a title slide matching the template_title.png style - Creates a section divider slide matching the template_section.png style - Saves as "review_test.pptx" with just the title and one section slide Install python-pptx, pandas, matplotlib automatically. Run the script. Open review_test.pptx and verify the slides match the template screenshots.
โœ… Checkpoint: template_config.json generated from screenshot analysis ยท generate_review.py created ยท Test presentation matches template style
๐Ÿ’ก Iterating on the design

PowerPoint generation with python-pptx can sometimes produce layouts that aren't pixel-perfect on the first try โ€” text might overlap, fonts may look slightly different, or spacing could be off. This is normal and actually a great learning moment:
  • Open the generated PPTX and look at what needs adjusting
  • Describe the issue to Kiro in plain English: "The title text is too small", "Move the chart to the right", "The KPI cards are overlapping โ€” add more spacing"
  • Kiro will update the code and regenerate โ€” this back-and-forth is how real development works
  • Each iteration gets closer to the template. 2-3 rounds of feedback usually gets it right.

This iterative approach is one of the most powerful aspects of working with AI โ€” you don't need to get the prompt perfect the first time.

Step 3: Generate the Full Presentation

In the same chat session, paste each prompt sequentially. Kiro will create slides that match the template style it extracted:

KPI Dashboard Slide

PROMPT 3a โ€” KPI Dashboard
Add a function create_kpi_dashboard(df) that creates a KPI dashboard slide matching the template_kpi.png style. Show the latest month's metrics in a grid of 6 cards: - Total Revenue: $18.2M SGD (with month-over-month change %) - Transaction Volume: 3.2M (with change %) - Active Merchants: count with change % - Fraud Rate: 0.4% (green, showing improvement) - Avg Settlement: hours with change - Customer Satisfaction: score out of 5 Each card should have the metric name, value, and a green up-arrow or red down-arrow for the trend. Use the brand colors from template_config.json.

Chart Slides

PROMPT 3b โ€” Charts
Add two chart functions that create content slides matching the template_content.png style: 1. create_revenue_chart(df) โ€” Bar chart of Total Revenue by month using matplotlib. Use the brand colors from the template. Show growth trend line overlay. 2. create_regional_chart(df) โ€” Horizontal bar chart showing revenue by region, sorted largest to smallest. Highlight Indonesia with a different shade and annotate "Fastest Growing +28%" Save charts as temporary PNGs and embed them in the slides.

Analysis and Outlook Slides

PROMPT 3c โ€” Analysis & Outlook
Add three more functions using the template styles: 1. create_performance_analysis(df) โ€” Two-column content slide: "Highlights" on the left (revenue growth, fraud reduction, BNPL adoption) and "Watch Items" on the right (chargeback rate trend, settlement time in Thailand, merchant churn in Philippines) 2. create_outlook_slide(df) โ€” "Q3 2025 Outlook" slide with revenue target extrapolated from trend, 3 strategic priorities (BNPL expansion, fraud AI rollout, Indonesia market push), and key risks 3. create_closing_slide() โ€” Closing slide matching template_closing.png style, "Thank You" in large text, "Questions? Contact: finance@anycompany.com" below

Assemble the Full Presentation

PROMPT 3d โ€” Assemble
Update the main block to assemble the complete presentation in this order: 1. Title slide 2. Section divider: "Executive Summary" 3. KPI Dashboard 4. Section divider: "Financial Performance" 5. Revenue chart 6. Regional breakdown chart 7. Performance analysis (two-column) 8. Section divider: "Strategic Outlook" 9. Outlook slide 10. Closing slide Add slide numbers to the bottom-right of each content slide (except title and closing). Save as "AnyCompany_Finance_Monthly_Review_June_2025.pptx". Run the script.

Step 4: Review & Iterate

Open the generated PPTX and review all 10 slides. If anything needs adjusting, just describe it to Kiro. Here are some common refinements:

EXAMPLE ITERATION PROMPTS โ€” use whichever apply
Review the generated presentation and fix these issues: - Make the chart fonts larger and more readable - Add a subtle grid on the y-axis of the charts - Ensure all text fits within slide boundaries (no overflow or clipping) - The KPI cards need more spacing between them - Add a "BNPL Growth" spotlight slide between the regional chart and performance analysis showing BNPL transaction growth as a line chart with month labels Regenerate the presentation.
๐ŸŽฏ Pro tip: Screenshot and describe

If a slide doesn't look right, you can take a screenshot of the problematic slide and drag it into the Kiro chat. Then say: "This slide has overlapping text โ€” fix the layout." Kiro can see the image and understand exactly what needs to change. This is often faster than describing the issue in words.

Preview: Final Presentation (11 Slides)

Here's what the finished presentation looks like after all steps. Use the arrows to browse through all 11 slides:

Slide 1: Title Slide 2: Executive Summary Slide 3: KPI Dashboard Slide 4: Financial Performance Slide 5: Revenue Chart Slide 6: Regional Breakdown Slide 7: BNPL Growth Slide 8: Performance Analysis Slide 9: Strategic Outlook Slide 10: Q3 Outlook Slide 11: Closing
Slide 1 of 11 โ€” Title

What You Accomplished

  • ๐Ÿ“ธ Extracted brand style from template screenshots using Kiro's vision
  • ๐Ÿ“Š Generated data-driven charts with matplotlib
  • ๐Ÿ—๏ธ Built a complete 10+ slide PPTX that matches your corporate template
  • ๐Ÿ”„ Iterated on the design through natural language

The same script can be reused with new data each month โ€” just update the CSV files and re-run. The template style stays consistent automatically.