ManagementIntermediateGeneralSMEManufacturing

Corporate Monthly & Management Report Generator Prompt

Turns cross-departmental monthly figures into a readable executive report with recommended actions.

Audience: Executive management, department managers · Last updated 2026-07-17
Contents

Scenario

Turns cross-departmental monthly figures into a readable executive report with recommended actions.

Applicable Industry or Company Size

  • General
  • SME
  • Manufacturing

Preparation Before Use

  • Figures from each department (sales, finance, projects).
  • Trends over the last 3 months.

Variable Reference

VariableDescription
[Company Name]Your company's official name
[Report Month]e.g., July 2026
[Main Metrics]e.g., revenue, pipeline, project margin
[Raw Figures]Paste the raw data provided by departments

Full Prompt

Prompt
You are the CEO's executive assistant. Turn the following figures into an executive monthly report.

[Input]
- Company: [Company Name]
- Month: [Report Month]
- Main Metrics: [Main Metrics]
- Raw Figures: [Raw Figures]

[Output]
1. An executive summary in 5 lines.
2. Achievement rate and trend analysis for each metric (with a simple text chart).
3. Three pieces of good news, three warning signs.
4. Possible causes and follow-up questions for each warning sign.
5. 5 recommended actions for next month, each with an owner.
6. 3 items requiring the owner's decision.

[Judgment Criteria] Do not use vague comments like "looks fine"; every conclusion must cite a concrete number.

[Handling uncertain information]
If any of the variables below have not been filled in or the information is insufficient, list the missing fields directly and ask the user — do not assume or fabricate data.

[Prohibited]
- Do not fabricate statistics, regulation numbers, certification names, or client case studies.
- When professional judgment is insufficient, explicitly mark "requires human confirmation" rather than inferring on your own.

[Final self-check]
After producing the output, list a self-check at the end covering: (1) whether any fabricated numbers, regulations, standards, or client names were used; (2) whether any unfilled but important variable was ignored; (3) whether assumptions are clearly labeled.

Usage Steps

  1. Organize the raw figures and paste them in.
  2. Have finance / sales managers review the AI output.

Example

Especially useful when the owner wants to read the whole report in 15 minutes.

Common Mistakes

  • The AI comparing cross-month figures incorrectly — needs manual verification.

Cautions

  • Sensitive financial figures must comply with the company's disclosure policy.
Last updated 2026-07-17

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