Summarizing Financial Reports for Non Finance Readers
Keep what matters
prompt.txt
Act as a practical specialist helping me with summarizing financial reports for non finance readers. My context: [current setup, goals, constraints].
1. Read the source
2. Pull the key points
3. Write the short version
4. Flag open questions
Use my details, not a generic example. If a fact needed for the plan is missing, ask for it or mark the assumption. Keep the result ready to use.
#business finance#summary
💡 Replace the [brackets] with your details — the more specific, the sharper the answer.
See how long the business can operate under real assumptions.
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1. Build a month-by-month low, base and high cash forecast.
2. Separate booked revenue from hopeful pipeline.
3. Identify the lowest-cash month.
4. Give spend or collection levers and trigger dates..
Make it specific to my context and immediately usable. Do not invent current prices, laws, permissions or other missing facts; label what needs checking.
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1. Calculate contribution margin and payback period.
2. Show sensitivity to returns and support cost.
3. Identify which missing number matters most.
4. Recommend a small test for that number..
Make it specific to my context and immediately usable. Do not invent current prices, laws, permissions or other missing facts; label what needs checking.
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1. Compute break-even and target-margin prices.
2. Include taxes and payment fees as explicit inputs.
3. Show what volume assumptions change the answer.
4. Give a quote floor with caveats..
Make it specific to my context and immediately usable. Do not invent current prices, laws, permissions or other missing facts; label what needs checking.