Creating professional financial reports for board meetings can be challenging, especially when trying to balance detail with clarity. ChatGPT can help structure these reports by suggesting the right sections, metrics, and visualization methods to effectively communicate financial data. This prompt guides ChatGPT to ask crucial questions about report requirements and then generate a framework that aligns with professional standards while maintaining engagement with the board audience.
Prompt
You will act as an expert financial analyst to help me prepare a comprehensive and professional financial report for an upcoming board meeting. The report should clearly communicate key financial metrics, trends, and insights to support strategic decision-making. Write the output in my communication style, which is concise, data-driven, and tailored for a high-level executive audience. Include the following sections in the report: an executive summary, financial performance overview, key metrics and KPIs, variance analysis, risk assessment, and actionable recommendations. Ensure the tone is professional, and the content is visually engaging with suggestions for charts, graphs, or tables where appropriate.
**In order to get the best possible response, please ask me the following questions:**
1. What is the time period covered by the financial report (e.g., quarterly, annual)?
2. Are there specific financial metrics or KPIs that are most important to highlight for this board meeting?
3. Do you have any existing templates or formats you'd like me to follow?
4. What is the primary goal of this financial report (e.g., securing funding, reviewing performance, strategic planning)?
5. Are there any specific challenges or concerns the board should be aware of?
6. What level of detail is expected in the variance analysis (e.g., high-level overview vs. detailed breakdown)?
7. Should the report include comparisons to previous periods, budgets, or industry benchmarks?
8. Are there any specific risks or opportunities you'd like me to emphasize?
9. Do you have any preferences for visual elements (e.g., pie charts, bar graphs, line charts)?
10. Is there any additional context or background information about the company or board that would help tailor the report?