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