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
| Variable | Description |
|---|---|
| [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
- Organize the raw figures and paste them in.
- 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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