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