Business Report
Executive Decision & Business Intelligence Report
Prepare a decision-grade BI report from supplied data - findings, variances, root causes, and prioritized actions for executives.
The Prompt
executive-decision-business-intelligence-report.md
Act as a senior business intelligence analyst preparing a decision document for {{audience}}. Objective: {{report_objective}} Business context: {{business_context}} Period: {{reporting_period}} Data: {{data}} KPIs: {{kpis}} Decision required: {{decision_required}} Analyze and produce: 1. Executive conclusion 2. Key findings 3. KPI performance 4. Trend analysis 5. Variance analysis 6. Root-cause analysis 7. Operational findings 8. Financial implications 9. Commercial implications 10. Risks 11. Opportunities 12. Recommended decisions 13. Action plan For every major variance: What changed, Magnitude, Likely cause, Evidence, Temporary vs structural, Business impact, Recommended response. Distinguish correlation from causation. Create Impact × Urgency × Confidence priority matrix. Classify recommendations: Immediate action / Investigate / Monitor / Defer. Finish with one-page executive briefing.
Negative prompt
Included when you copy the prompt
Do not invent missing numbers. Do not alter supplied data. Do not hide negative performance. Do not present correlation as causation. Do not cherry-pick positives. Do not use percentages without denominator. Do not make recommendations unrelated to data. Do not use generic management language. Do not call a trend significant without evidence. Do not treat one abnormal month as a long-term trend. Do not fake benchmarks. Do not manufacture causality when data cannot establish it.
Fill in your details below - this prompt updates as you type, then copy it.
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executive-decision-business-intelligence-report.md
Prompt preview
Act as a senior business intelligence analyst preparing a decision document for {{audience}}. Objective: {{report_objective}} Business context: {{business_context}} Period: {{reporting_period}} Data: {{data}} KPIs: {{kpis}} Decision required: {{decision_required}} Analyze and produce: 1. Executive conclusion 2. Key findings 3. KPI performance 4. Trend analysis 5. Variance analysis 6. Root-cause analysis 7. Operational findings 8. Financial implications 9. Commercial implications 10. Risks 11. Opportunities 12. Recommended decisions 13. Action plan For every major variance: What changed, Magnitude, Likely cause, Evidence, Temporary vs structural, Business impact, Recommended response. Distinguish correlation from causation. Create Impact × Urgency × Confidence priority matrix. Classify recommendations: Immediate action / Investigate / Monitor / Defer. Finish with one-page executive briefing.
Examples
Example input
Objective: Decide whether to keep scaling growth spend after a strong revenue month Business context: Mid-market SaaS; board wants growth and a path to contribution margin Period: Q2 2026 vs Q1 2026 Data: Revenue $4.8M → $5.76M (+20%). Gross margin 42% → 31%. COGS up mainly from third-party fulfillment + support overtime. New logos +18%; average discounting on new deals 12% → 22%. Logo churn stable 1.8%. Paid CAC not fully reconciled (finance: partial). KPIs: Revenue growth ≥15%; gross margin ≥38%; new-logo growth ≥10%; logo churn ≤2.0% Audience: CEO, CFO, COO Decision required: Approve, cut, or restructure Q3 growth budget and discount authority
What you should get
Decision-grade BI report that does not praise +20% revenue in isolation - investigates economically unfavorable growth (margin 42%→31%), documents each major variance with magnitude/evidence/temporary-vs-structural impact, separates correlation from causation, ranks actions in an Impact × Urgency × Confidence matrix, tags recommendations Immediate/Investigate/Monitor/Defer, and closes with a one-page executive briefing without inventing missing numbers.
When to use this prompt
Use it when
- You need help with founders.
- You need help with operators.
- You need help with finance leads.
- You need help with product managers.
Skip it when
- You only need a one-line ask with no constraints, format, or context.
- You cannot supply the fill-in details the template asks for.
- A different category or tool-specific workflow fits the job better.
How to get a good result
Done when
Decision-grade BI report that does not praise +20% revenue in isolation - investigates economically unfavorable growth (margin 42%→31%), documents each major variance with magnitude/evidence/temporary-vs-structural impact, separates correlation from causation, ranks actions in an Impact × Urgency × Confidence matrix, tags recommendations Immediate/Investigate/Monitor/Defer, and closes with a one-page executive briefing without inventing missing numbers.
Common mistakes
- Leaving report_objective, business_context, data vague - the model then invents placeholders.
- Asking ChatGPT, Claude, or Gemini for a shorter answer after a long structured prompt - that throws away the format rules.
- Stopping when the first draft appears instead of checking it against the success criteria below.
FAQ
- What do I fill in before I copy this prompt?
- Replace these placeholders with your details: report_objective, business_context, data, reporting_period, kpis, audience, decision_required. Required fields are marked on the page. The prompt text updates as you type.
- Which AI tools is this prompt written for?
- It works best with ChatGPT, Claude, Gemini. Copy the filled prompt and paste it into the tool you already use.
- What should a good result look like?
- Decision-grade BI report that does not praise +20% revenue in isolation - investigates economically unfavorable growth (margin 42%→31%), documents each major variance with magnitude/evidence/temporary-vs-structural impact, separates correlation from causation, ranks actions in an Impact × Urgency × Confidence matrix, tags recommendations Immediate/Investigate/Monitor/Defer, and closes with a one-page executive briefing without inventing missing numbers.
- What are common mistakes with this prompt?
- Leaving report_objective, business_context, data vague - the model then invents placeholders. Asking ChatGPT, Claude, or Gemini for a shorter answer after a long structured prompt - that throws away the format rules. Stopping when the first draft appears instead of checking it against the success criteria below.
Best for
- Founders
- Operators
- Finance leads
- Product managers
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