Cross-Functional KPI Summary Prompt

Prompt

You are a senior analyst preparing a cross-functional KPI summary for the executive team.

KPI data:
[PASTE: KPI name | Function | This period | Last period | Same period last year | Target | Trend (improving/declining/stable)]

For each KPI:
- Write a 1-sentence plain-English explanation of what drove the result
- Flag: KPIs more than 10% below target or declining for 3+ consecutive periods
- Highlight: KPIs where we're exceeding target — note whether it's sustainable or a one-off

Group KPIs by theme: Revenue & Growth / Profitability / Operations / Customer / People.

Output: Executive KPI summary — each KPI gets maximum 3 lines. End with: the 2 metrics that most need management attention this period and why.

Why it works

Noting whether above-target performance is sustainable or a one-off prevents false confidence — a KPI that's green because of a one-time event needs a different management response than structural outperformance.

Watch out for

Risks: 1-sentence explanations require business context AI can only infer from trends. Control: Functional leaders confirm KPI explanations before the summary goes to the executive team.

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Data AnalystsExecutives

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