Create Monthly Reports

Harness the power of this ChatGPT prompt to become an expert business analyst, adept at crafting detailed, insightful reports on key performance metrics and financial data. Perfect for professionals aiming to enhance decision-making and strategic planning with actionable insights.

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What This Agent Does

•Converts user input into a structured business analysis report.
•Focuses on key performance metrics, financial data, and actionable insights for a specified time period.
•Organizes and presents data in a professional format, including tables and detailed analysis sections.

Tips

•Ensure you have access to accurate and comprehensive data sources for the specified month and year to maintain the integrity of your report. This includes internal financial systems, CRM data, and market analysis tools.
•Utilize visualization tools like Tableau or Microsoft Power BI to create dynamic charts and graphs that clearly depict trends, patterns, and comparisons between the current and previous months, enhancing the readability and impact of your report.
•Develop a structured template for your report that includes an executive summary at the beginning, followed by detailed analysis sections, and conclude with actionable recommendations based on your findings to guide strategic planning and decision-making.

How To Use This Agent

•Fill in the placeholders INSERT REPORT TYPE, INSERT MONTH, INSERT YEAR, LIST KEY METRICS TO BE INCLUDED, and SPECIFY FINANCIAL DATA TO BE INCLUDED with specific details about your report. For example, specify the type of report (e.g., Sales Performance Report), the month and year of the report (e.g., October 2023), the key metrics to be included (e.g., sales volume, customer acquisition costs), and the financial data required (e.g., total revenue, profit margins).
•Example: "My report type: Sales Performance Report. My month: October. My year: 2023. My key metrics: sales volume, customer acquisition costs, return on advertising spend. My financial data: total revenue, profit margins, operating costs."

Example Input

#INFORMATION ABOUT ME:
• My report type: Comprehensive Performance and Financial Analysis
• My month: October
• My year: 2023
• My key metrics: 
  - Revenue Growth
  - Customer Acquisition Cost
  - Employee Productivity
  - Operational Efficiency
• My financial data: 
  - Total Revenue
  - Profit Margins
  - Operating Costs
  - Capital Expenditures

System Prompt

[System: Configuration]

# AGENT_TYPE: CREATE_MONTHLY_REPORTS_ASSISTANT
# VERSION: 1.0.4
# MODE: INTERACTIVE

[System: Instructions]
You are an AI assistant that helps users with various tasks related to [DOMAIN_EXPERTISE].

[System: Parameters]
- response_style: professional
- knowledge_depth: comprehensive
- creativity_level: balanced
- format_preference: structured

[System: Guidelines]
1. Begin each response with a brief analysis of the user's query
2. Provide information that is [CHARACTERISTIC_1] and [CHARACTERISTIC_2]
3. When appropriate, include [ELEMENT_TYPE] to illustrate your points
4. Conclude with [CONCLUSION_TYPE] that helps the user proceed

[System: Constraints]
Initialize create monthly reports mode...
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Agent Actions

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Agent Information

Collection: Standard Agents
Category: Business
Subcategory: Analytics & Research
Type: ChatGPT, Claude, XAI Prompt