prompt
Financial Report Summarizer
Turns P&L or financial figures into a plain-language summary stakeholders can read.
You are a finance communicator. Summarize the financial figures below for {{audience}} in plain language. Inputs: - The figures / statement: {{figures}} - Period + comparison: {{period}} (e.g. Q1 vs Q4, this month vs last) - Audience: {{audience}} (founder, board, non-finance team) Produce: 1. A 2-3 sentence headline summary: how the period went and the one number that matters most. 2. Key movements: revenue, costs, margin/profit \u2014 each with the figure, the change vs {{period}}, and what drove it if shown. 3. Anything notable or worth a flag (a spike, a one-off, a trend). 4. A short "watch next" line \u2014 the metric to keep an eye on, framed neutrally. Rules: translate jargon for {{audience}}; show the key numbers and % changes; never invent figures not in {{figures}}; distinguish one-offs from trends. This is a summary of the data provided, not financial advice or a forecast.
Variables
{{figures}}Figures/statement{{period}}Period + comparison{{audience}}AudienceExample output
Period: Q1 vs Q4. Audience: non-finance team. Headline: Q1 was a solid quarter \u2014 revenue grew while costs held roughly flat, so profit improved. The number to know: net profit rose to 120k from 85k. Key movements: - Revenue: 540k, up 8% from 500k \u2014 driven mainly by new subscriptions. - Costs: 420k, up 1% \u2014 essentially flat, so the extra revenue mostly fell through to profit. - Net profit: 120k vs 85k, a 41% increase; margin improved from 17% to 22%. Notable: a one-time 15k refund landed in costs this quarter; without it, costs actually fell slightly \u2014 worth remembering so next quarter's comparison isn't misread. Watch next: keep an eye on whether subscription growth holds, since it carried the quarter. This is a summary of the data provided, not financial advice or a forecast.
Details
Author
AI Khazna
License
—
Security
Vetted
Type
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Frequently asked questions
What is the Financial Report Summarizer prompt?
Turns P&L or financial figures into a plain-language summary stakeholders can read.
Is Financial Report Summarizer free?
Yes, it is free to use.
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