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Next drop: Friday, October 9

Chart · GRF-007 · v1.0

Pareto 80/20

Columns from largest to smallest with the cumulative % curve and the 80% cut-off: how many customers, products or expenses explain almost everything.

ProGlobal standardStandard 2026.10Controls 4/4XLSXDOCXPPTX
Meridian Coffee Co. (Demo) · Pareto 80/20 · October 2026GRF-007 · Chart · 16:9
FICTITIOUS DATA · USD thousands · RS2026.10Repporti checks 4/4 · GRF-007 v1.0
Meridian Coffee Co. (Demo) · Pareto 80/20 · October 2026GRF-007 · Chart · 16:9
FICTITIOUS DATA · USD thousands · RS2026.10Repporti checks 4/4 · GRF-007 v1.0
FICTITIOUS DATA · Meridian Coffee Co. (Demo)Checks 4/4
01 / 02
GRF-007 · Pareto 80/20 · October 2026 · illustrative example with fictitious data
  • Excel (.xlsx) with value, % and cumulative % in formulas, a native combo chart and a Control sheet
  • PNG (2×, 16:9) and SVG for Word or PowerPoint
  • Alt text (alt.txt) ready to paste

The Pareto chart answers a management question: where is the value concentrated? It ranks customers, products, suppliers or expense accounts from largest to smallest, draws the cumulative percentage curve and marks the category where 80% is crossed, with the text «10 of 21 = 81.6%» on the chart itself.

Before drawing, the deterministic kit validates the table and the chart script checks that the categories add up to the source total, that the order is descending, that the cumulative ends at 100% and that no negative values sit inside the columns. If something does not tie, it stops and asks.

It delivers a native Excel chart (columns and a line on a secondary axis) linked to a data sheet with formulas, the PNG and SVG, and the alt text. Customers and suppliers always appear as codes, never by name.

What it includes

5 sections, in this order

  1. 01Action title: how many categories explain the cut-off and what share of the total
  2. 02Columns from largest to smallest; the vital few in a dark tone and the rest in gray
  3. 03Cumulative % curve on the right axis (0–100%) with a dotted cut-off line
  4. 04Vertical marker after the last category within the cut-off, labeled «N of M = X%»
  5. 05Note with what was left out (negatives, «Other»), source and seal

Controls 4/4

What it checks before writing a single figure

  • C1Complete data: recognized headers, numeric figures and no repeated category.

  • C2Income statement subtotals tie if the table includes them (N/A for a Pareto).

  • C3Sign convention: costs and expenses with a single sign.

  • C4Figures in the title, subtitle, note and alt text traceable to calculo.json (number of categories, cut-off and cumulative %).

If the script ran

Repporti controls 4/4 · GRF-007 v1.0 · RS2026.10 · {fecha} · fingerprint {hash}

If it did not run

NOT VERIFIED — controls not executed by code. Review the Control sheet of the XLSX.

If a control fails, the AI stops, shows the difference and asks how to proceed. It never forces the numbers to reconcile.

Prompt outline

What the prompt contains, block by block

  1. 0Before you pasteFixed364
  2. 1Role, audience and business context391
  3. 2Parameters281
  4. 3Repporti standard244
  5. 4Data contract: valores.csv or .xlsx693
  6. 5Questions first144
  7. 6Validation with a stop475
  8. 7Calculation and drawing by code419
  9. 7-bisNo-code modeFixed273
  10. 8Numeric rules185
  11. 9Chart structure436
  12. 10Title and texts291
  13. 11Notation and accessibility233
  14. 12QA, traceability and seal486
The text is delivered when you copy, with your license. It is never on this page.≈ 24,858 characters + cuadre.py (919 lines)

Core available in: Spanish · English

Repporti Standard

It comes out adapted to your report profile

Compatible with every country and framework in the Standard: when you copy, it is composed with your profile (country, accounting framework, report language, currency, unit and year-end). Terminology, number format and statement names come from the Standard, not from the prompt.

See the Repporti Standard

How to use it

From the trial balance to the report in three steps

  1. 01Configure and copyCheck your report profile (country, framework, language, currency) and the period. The prompt is assembled in your browser.
  2. 02Paste into your AIOpen ChatGPT or Claude, attach your anonymized files and paste the prompt.
  3. 03Review and deliverReview the controls table and the seal. If something does not reconcile, the AI stops and asks.

Anonymize before pasting

  • Company name → an alias (“Client 07”); tax ID → “ID-XX”.
  • Customers, suppliers and employees → codes (C001, P001, E001). The mapping table stays on your computer.
  • Use an AI that does not train on your data: business plan, API or training turned off.

Repporti neither receives nor stores your files or your figures: the prompt is assembled in your browser and your files go straight to your AI.

Who it is for

Made for whoever delivers the report

Finance manager / CFOAccountant / firmFounder
Area
Profitability and costs
Frequency
Whenever you need it
Industry
All

Compatibility

Which AI it works with

LevelAI
With code executionChatGPT · ClaudeDesigned for plans with data analysis (ChatGPT) or code execution (Claude): cuadre.py runs inside the AI.
No-code modeCopilot · GeminiGenerates the Excel file with formulas and a Control sheet. The footer says “NOT VERIFIED” unless you run cuadre.py on your computer.

Questions

About this chart

Does it work for expenses or suppliers, not just customers?

Yes. Any list of positive values by category: sales by product, spend by account, purchases by supplier or receivables by customer. The title changes with what is measured.

What if my cut-off is not 80%?

The prompt asks: you can use 70%, 90% or whatever you decide. If you reply «continue», it uses 80%.

What about credit notes or negative balances?

They are not drawn inside the columns: the note reports them with their total, so the cumulative never exceeds 100%.

What if I have hundreds of categories?

It shows up to 25 and groups the rest in «Other» at the end. «Other» never counts toward the cut-off.

Profitability and costs

More from this area to combine

See the whole area