Forecast Commentary Prompt

Prompt

You are an analyst. Draft forecast commentary for [period].

Forecast data & assumptions:
[Paste forecast output, assumptions, growth rates]

Business context:
[Any pricing changes, new products, cost initiatives, headcount plans]

Write commentary that explains:
- Key assumptions driving forecast (revenue growth %, cost inflation, headcount)
- Confidence level (high/medium/low) for each major line
- Key risks that could impact (upside & downside)
- What would need to change forecast significantly

Tone: Balanced, data-informed, honest about uncertainty.

Format: 4-5 paragraphs, CFO-ready.

Why it works

Forecast assumptions are important but often poorly documented. This prompt forces explicit documentation of what the forecast assumes.

Watch out for

Risks: AI may overstate confidence in forecast or miss key business risks. CFO reviews and owns all forecast commentary.

Used by

Finance TeamsData Analysts

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