✏️Prompts

Business Review Template Prompt

Prompt

Design a business review template.

Business type: [describe]
Cadence: [monthly / quarterly]
Audience: [leadership / investors / board / dept heads]
Key metrics: [list main KPIs]
Current format: [describe reviews today]

Template with:
1. Executive summary (3-5 takeaways, conclusions only — no data)
2. Performance vs targets: 5-8 key metrics with vs-prior and vs-target
3. Deep dive section: rotating focus each review
4. What's working: 2-3 drivers of positive results
5. What's not: 2-3 problems with root cause and proposed action
6. Decisions needed: specific asks
7. Forward look: what to watch next period

Used by

ExecutivesFoundersData Analysts