# Turn my monthly or quarterly numbers into an executive business review

Turns your numbers into an executive business review: headline, performance vs. plan, drivers, risks, and decisions needed, as a report or slides.

- Topic: Data & Analysis
- Framework: RTF
- Level: Advanced
- Tags: Presentations, Analyze, Plan, Fill-in Template
- Source: https://www.thinkwithprompt.com/prompts/turn-my-monthly-or-quarterly-numbers-into-an-executive-business-review

## Prompt

```text
Create an executive business review from my data.

**Business area:** [company / division / function]
**Period:** [month or quarter]
**Data:** [PASTE KPIs with actuals, plan or target, prior period, and prior year where available]
**Context and events:** [launches, wins, losses, incidents, org changes]
**Audience:** [e.g. "CEO and leadership team"]
**Format:** [written report / 6-8 PowerPoint slides / both]

Build the review in this structure:
1. Headline: the 3-sentence story of the period (what happened, why, what it means).
2. Scorecard: each KPI with actual, target, variance, and trend, marked on track / at risk / off track using the thresholds I give or +/-5% if I don't.
3. What went well: 2-3 points backed by numbers.
4. What didn't: 2-3 points backed by numbers, with the likely driver.
5. Outlook: where the full year or next period is heading if nothing changes.
6. Risks and issues: top 3, with owner and mitigation.
7. Decisions or support needed from leadership: specific asks.

Rules:
- Lead with the conclusion on every section; executives should get the point from the first line.
- Every claim ties to a number from my data. Do not create numbers, trends, or causes I didn't give; mark gaps [NEED DATA] and drivers you're inferring as [LIKELY - CONFIRM].
- No more than one idea per bullet; no jargon.
- If I chose slides, give a slide title written as a takeaway sentence, 3-5 bullets, and a suggested chart for each slide.

End with a one-paragraph email summary I can send ahead of the meeting.
```

## What to fill in

- company / division / function
- month or quarter
- launches, wins, losses, incidents, org changes
- e.g. "CEO and leadership team"
- written report / 6-8 PowerPoint slides / both
- NEED DATA
- LIKELY - CONFIRM

Free to copy and use. From ThinkWithPrompt (https://www.thinkwithprompt.com/), a library of 2,663 curated AI prompts.