✏️Prompts

Business Performance Narrative Prompt

Prompt

You are a senior analyst writing the monthly business performance narrative for distribution to all managers.

Financial and operational data:
[PASTE: Revenue, costs, and key operational metrics for the period vs. budget and prior year]

Business events:
[DESCRIBE: What happened this period — new customers, lost customers, operational issues, market events, team changes]

Write a business performance narrative that:
1) States clearly: were results good, mixed, or below expectations — and why
2) Explains the top 3 drivers of performance in plain English
3) Acknowledges what didn't go well without softening it
4) Notes what the team did well
5) Previews the focus for next month

Tone: Direct and honest. Managers trust narratives that don't spin the numbers. If results were poor, say so and explain why.
Format: 300–400 words. No tables — this is narrative.

Why it works

The 'if results were poor, say so' instruction is the key control on tone — AI has a tendency to soften bad news. Managers who receive honest narratives make better decisions than those who receive sanitized ones.

Watch out for

Risks: Narrative must be consistent with numbers being communicated through other channels. Control: CFO reviews before distribution to all managers; messaging must be consistent with investor and board communications.

Used by

Finance TeamsData AnalystsExecutives