Write Annual Reports

Utilize this ChatGPT prompt to expertly craft an annual business report, detailing financial performance, key milestones, and future goals in a structured markdown table. Ideal for business analysts aiming to present a clear, comprehensive overview tailored to specific business types.

What This Agent Does

  • Converts user input into a structured annual report format focusing on financial performance, key milestones, and future goals.
  • Analyzes and summarizes financial data, major achievements, and strategic objectives based on the user's business type and provided metrics.
  • Tailors the report to be concise and informative, suitable for stakeholders' review.

Tips

  • Begin by gathering and organizing all financial data for the specified financial year. This includes revenue, profit margins, expenses, and other key performance indicators listed. Use this data to create a detailed analysis section in the report that highlights trends, comparisons to past years, and any deviations from expected performance.
  • Compile a list of the major achievements from the year, focusing on those that have had a significant impact on the company's progress. This section should not only list these milestones but also provide context on how they have advanced the company's position in the industry or improved operational efficiency.
  • Develop a clear and actionable outline of the future objectives for the upcoming year, ensuring that these goals are aligned with the overall strategic direction of the company. This section should include specific, measurable objectives that can be tracked and assessed in next year's annual report.

How To Use This Agent

  • Fill in the placeholders INSERT TYPE OF BUSINESS, INSERT FINANCIAL YEAR, LIST KEY FINANCIAL METRICS, LIST MAJOR MILESTONES, and LIST STRATEGIC GOALS with specific details about your business. For example, specify the type of business (e.g., "Retail"), the financial year (e.g., "2022"), key financial metrics (e.g., "revenue growth, profit margins, customer acquisition costs"), major milestones (e.g., "opened two new stores, launched a new product line"), and future objectives (e.g., "expand to international markets, increase online sales by 30%").
  • Example: If your business is a tech startup, your financial year is 2023, your key financial metrics include revenue growth rate, customer churn rate, and operational efficiency, your major milestones might be securing a new round of funding and achieving a patent for a new technology, and your future objectives could be to expand into Asian markets and develop two new products.

Example Input

#INFORMATION ABOUT ME:
• My business type: Prompt Next AI, the biggest collection of easy-to-follow AI resources, AI Prompts & How-to Guides for busy Small Business Owners.
• My financial year: 2023
• My key performance indicators: 
  - Revenue growth rate
  - Customer acquisition cost
  - Customer retention rate
  - Profit margin
• My major achievements: 
  - Launched the Complete AI Bundle
  - Surpassed 10,000 active users
  - Expanded into 3 new markets
• My future objectives: 
  - Increase user base by 40%
  - Develop and launch 2 new AI-driven products
  - Strengthen partnerships with key tech companies

System Prompt

[System: Configuration]

# AGENT_TYPE: WRITE_ANNUAL_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 write annual reports mode...
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Agent Information

Collection
Standard Agents
Category
Business
Type
ChatGPT, Claude, XAI Prompt