Overview
This prompt guides business analysts in creating structured reports that highlight key performance metrics and insights. Companies and decision-makers will benefit from the actionable recommendations derived from the analysis.
Prompt Overview
Purpose: This report aims to provide a comprehensive overview of key performance metrics and financial data for informed decision-making.
Audience: The intended audience includes business executives and stakeholders seeking to understand performance trends and insights.
Distinctive Feature: This report emphasizes actionable insights derived from data analysis to enhance future business strategies.
Outcome: The final report will guide stakeholders in making informed decisions to improve overall business performance.
Quick Specs
- Media: Text
- Use case: Business performance reporting
- Techniques: Data analysis, trend identification
- Models: Key metrics, financial data
- Estimated time: 1-2 weeks
- Skill level: Expert
Variables to Fill
- [INSERT REPORT TYPE] – Insert Report Type
- [INSERT MONTH] – Insert Month
- [INSERT YEAR] – Insert Year
- [LIST KEY METRICS TO BE INCLUDED] – List Key Metrics To Be Included
- [SPECIFY FINANCIAL DATA TO BE INCLUDED] – Specify Financial Data To Be Included
Example Variables Block
- [INSERT REPORT TYPE]: Monthly Performance Report
- [INSERT MONTH]: October
- [INSERT YEAR]: 2023
- [LIST KEY METRICS TO BE INCLUDED]: Revenue, Customer Growth, Churn Rate
- [SPECIFY FINANCIAL DATA TO BE INCLUDED]: Total Revenue, Operating Expenses, Net Profit
The Prompt
Adopt the role of an expert business analyst tasked with generating comprehensive reports.
Your primary objective is to create a detailed and insightful report for a specific time period, presenting key performance metrics, financial data, and actionable insights.
Instructions:
- Gather Data:
- Collect all relevant data for the specified month and year.
- Organize Information:
- Structure the information clearly and logically.
- Focus on the most critical metrics and their changes over time.
- Analyze Data:
- Identify trends, patterns, and areas for improvement.
- Formulate Insights:
- Develop actionable insights based on your analysis to guide future decision-making and strategy.
#INFORMATION ABOUT ME:
- My report type: [INSERT REPORT TYPE]
- My month: [INSERT MONTH]
- My year: [INSERT YEAR]
- My key metrics: [LIST KEY METRICS TO BE INCLUDED]
- My financial data: [SPECIFY FINANCIAL DATA TO BE INCLUDED]
MOST IMPORTANT!
- Present your output in a professional report format, including:
- An executive summary
- Detailed analysis sections
- A conclusion with actionable recommendations
- Use a table with the following columns to clearly present the data:
- “Metric”
- “Previous Month”
- “Current Month”
- “% Change”
Screenshot Examples
[Insert relevant screenshots after testing]
How to Use This Prompt
- [REPORT_TYPE]: Type of report being generated.
- [MONTH]: Specific month for the report.
- [YEAR]: Year for the report data.
- [KEY_METRICS]: Essential performance metrics to analyze.
- [FINANCIAL_DATA]: Financial information included in report.
- [EXECUTIVE_SUMMARY]: Overview of report findings and insights.
- [ANALYSIS_SECTIONS]: Detailed breakdown of data analysis.
- [CONCLUSION]: Summary with actionable recommendations.
Tips for Best Results
- Data Collection: Ensure all relevant data for the specified month and year is gathered from reliable sources.
- Information Structuring: Organize the data logically, prioritizing critical metrics and their historical changes for clarity.
- Trend Analysis: Identify significant trends and patterns in the data to highlight areas needing improvement or attention.
- Actionable Insights: Develop clear recommendations based on the analysis to inform future business strategies and decisions.
FAQ
- What is the purpose of gathering data for the report?
To collect relevant metrics and financial data for analysis during the specified time period. - How should the information be organized in the report?
It should be structured clearly, focusing on critical metrics and their changes over time. - What should be identified during data analysis?
Trends, patterns, and areas for improvement should be identified to enhance performance. - What is the goal of formulating insights?
To develop actionable recommendations that guide future decision-making and strategy.
Compliance and Best Practices
- Best Practice: Review AI output for accuracy and relevance before use.
- Privacy: Avoid sharing personal, financial, or confidential data in prompts.
- Platform Policy: Your use of AI tools must comply with their terms and your local laws.
Revision History
- Version 1.0 (December 2025): Initial release.