Copied to clipboard!

Create Monthly Reports

⚙️ What This Prompt Does:

  • Converts user input into a structured business analysis report.
  • Focuses on key performance metrics, financial data, and actionable insights for a specified time period.
  • Organizes and presents data in a professional format, including tables and detailed analysis sections.

❓Tips:

  • Ensure you have access to accurate and comprehensive data sources for the specified month and year to maintain the integrity of your report. This includes internal financial systems, CRM data, and market analysis tools.
  • Utilize visualization tools like Tableau or Microsoft Power BI to create dynamic charts and graphs that clearly depict trends, patterns, and comparisons between the current and previous months, enhancing the readability and impact of your report.
  • Develop a structured template for your report that includes an executive summary at the beginning, followed by detailed analysis sections, and conclude with actionable recommendations based on your findings to guide strategic planning and decision-making.

❓ Business Report Generator ChatGPT 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. Take a deep breath and work on this problem step-by-step. Begin by gathering all relevant data for the specified month and year. Then, organize the information into a clear and logical structure, focusing on the most critical metrics and their changes over time. Analyze the data to identify trends, patterns, and areas for improvement. Finally, formulate 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, and a conclusion with actionable recommendations. Use a table with columns for "Metric," "Previous Month," "Current Month," and "% Change" to clearly present the data.

❓How To Use The Prompt:

  • Fill in the placeholders [INSERT REPORT TYPE], [INSERT MONTH], [INSERT YEAR], [LIST KEY METRICS TO BE INCLUDED], and [SPECIFY FINANCIAL DATA TO BE INCLUDED] with specific details about your report. For example, specify the type of report (e.g., Sales Performance Report), the month and year of the report (e.g., October 2023), the key metrics to be included (e.g., sales volume, customer acquisition costs), and the financial data required (e.g., total revenue, profit margins).
  • Example: "My report type: Sales Performance Report. My month: October. My year: 2023. My key metrics: sales volume, customer acquisition costs, return on advertising spend. My financial data: total revenue, profit margins, operating costs."

❓ Example Input:

#INFORMATION ABOUT ME:

  • My report type: Comprehensive Performance and Financial Analysis
  • My month: October
  • My year: 2023
  • My key metrics:
  • Revenue Growth
  • Customer Acquisition Cost
  • Employee Productivity
  • Operational Efficiency
  • My financial data:
  • Total Revenue
  • Profit Margins
  • Operating Costs
  • Capital Expenditures

❓ Example Output:

Image

❓Additional Tips:

  • Conduct regular reviews of your report structure to ensure it aligns with the objectives and key metrics outlined at the beginning, making adjustments as needed to maintain focus and relevance.
  • Collaborate with relevant stakeholders or team members to gather diverse perspectives and insights that can enrich the analysis and provide a more holistic view of the business performance for the specified period.
  • Prioritize clarity and conciseness in your report writing, using simple language and avoiding jargon to ensure that the information is easily understood by a wide audience, including non-experts.
  • Include visual aids such as infographics or data visualizations in your report to supplement textual information and enhance the overall presentation, making complex data more accessible and engaging for readers.