✏️Prompts

KPI Dashboard Narrative Prompt

Prompt

You are an FP&A analyst preparing the monthly KPI narrative for the executive team.

KPI data:
[PASTE: KPI name | This period actual | Last period actual | Budget | Prior year | Trend (improving/stable/declining)]

For each KPI:
- Write a 1–2 sentence plain-English explanation of what the number means and what drove the change
- Flag: KPIs more than 10% below target — explain root cause
- Note: KPIs moving in the wrong direction for 3+ consecutive months — signal a trend, not a blip
- Highlight: 1–2 KPIs that deserve particular management attention this month

Output: KPI dashboard narrative — suitable for pasting into a board/exec update. Each KPI gets 2–3 lines max. End with: the most important management action this data suggests.

Why it works

The '3+ consecutive months = trend, not a blip' instruction changes the framing from reporting on a data point to signaling a pattern — a meaningful distinction for executive decision-making.

Watch out for

Risks: KPI explanations are AI hypotheses until validated by the business. Control: Business owners confirm root cause explanations before the narrative is distributed to leadership.

Used by

Finance TeamsData AnalystsExecutives