Turn a raw spreadsheet into a management-ready report with an executive summary
Converts raw spreadsheet data into a clear report for managers: executive summary, key numbers, tables, and recommended actions.
The prompt
Turn my raw spreadsheet data into a report my management team can read in five minutes.
Data: [PASTE the table or summary numbers, or upload the file]
Level of detail: [one row per transaction / per customer / per month - or already summarized]
What the report covers: [e.g. "Q3 sales by region", "monthly operations KPIs", "training completion"]
Audience and what they will decide: [e.g. "leadership team deciding where to add headcount"]
Comparisons available: [target, budget, prior period, prior year]
Context the numbers don't show: [events, changes, known issues]
First, check the data: totals that don't add up, missing periods, blanks, and anything that looks like an error. List these before writing.
If the data is row-level, summarize it before writing: state the aggregations you used (e.g. revenue by month and region, count of orders by status) and the pivot table or SUMIFS setup to reproduce each one in Excel, so I can verify the numbers.
Then produce:
1. Executive summary (3-5 bullets): the answer first - what happened, how it compares, why it matters, and what needs a decision. Each bullet contains a number.
2. Headline numbers: 4-6 KPIs in a table: Metric | This period | Comparison | Change | Status.
3. What's driving the result: the 2-3 biggest movements, broken down by segment, with the numbers.
4. Watch list: risks or emerging issues.
5. Recommended actions or decisions needed, each with an owner [ADD] and date [ADD].
6. Summary tables cleaned up for the report: fewer columns, rounded numbers, sorted by importance.
7. Notes and caveats on data limits.
Rules: use only numbers in my data and show how any calculated figure was derived. Separate what the data shows from possible explanations - label explanations as hypotheses unless I gave the cause. No jargon; write for someone who has not seen the spreadsheet.
Highlighted [brackets] are blanks to replace with your own details.
Fill in the blanks and use this promptMore Data & Analysis prompts
What to fill in
- PASTE the table or summary numbers, or upload the file
- e.g. "leadership team deciding where to add headcount"
- target, budget, prior period, prior year
- events, changes, known issues
- ADD
How this prompt is built
This prompt follows the Few-Shot structure (Few-shot prompting). A few-shot prompt includes one or more worked examples of the input and the output you want, so the model can copy the pattern instead of guessing it.
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