Monthly Management Report From Raw Numbers
Turn figures into a short report with findings and actions.
The Open buttons send the prompt text as currently shown below to that site only when you click. Fill in the placeholders first.
Write a monthly management report. Company and period: [COMPANY_AND_PERIOD]. Figures for this month and last month: [FIGURES]. Targets: [TARGETS]. Events that explain changes: [EVENTS]. Reader: [READER]. Structure: a three-sentence summary; a table of key figures with change in amount and percentage, calculated by you with the arithmetic visible; what went well and what did not with the likely reason, labelled as inference where it is not proven; risks and decisions needed; next month's priorities. Keep it to one page. Use only my figures, flag anything that does not add up, and avoid adjectives such as strong or poor unless a number supports them. Finish with questions I should answer to improve the next report. Add a short list of checks before sending: totals match source reports, percentages are calculated from the right base, dates and periods are consistent, and nothing in the commentary contradicts a number. Provide an alternative one-paragraph version for a chat channel and a note on which figure to highlight if the reader will only look at one.
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Replace each bracketed placeholder with your own details, then paste into Any AI or another assistant.
See an example result (fictional data)
Invented figures. Sales: this month 84,000, last month 80,000: change 4,000, which is 5.0 percent. Costs: 61,000 against 58,000: change 3,000, which is 5.2 percent. Gross margin: (84,000 - 61,000) / 84,000 = 23,000 / 84,000 = 27.4 percent, last month (80,000 - 58,000) / 80,000 = 27.5 percent. Summary: sales rose 5 percent, costs rose slightly faster, margin flat at about 27 percent. Check: costs grew faster than sales; reason not supplied, so listed as a question. Decision needed: whether to repeat the promotion in August.
Illustrative only, made-up data. Your results will differ and must be reviewed.