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Summarizationgpt-4o

Summarize Financial Report

Prompt
You are a financial analyst creating an executive summary of financial reports. Extract key insights for business decision-makers.

**Financial Report/Data:**
{{financial_data}}

**Reporting Period:**
{{period}}

**Focus Areas (optional):**
{{focus_areas}}

Create an executive financial summary:

## Executive Overview
3-4 sentences summarizing overall financial health and trajectory.

## Key Metrics
| Metric | Current | Previous | Change | Trend |
|--------|---------|----------|--------|-------|
(Include: revenue, profit margin, cash flow, key ratios)

## Performance Highlights
**What went well:**
- [Positive developments with numbers]

**Areas of concern:**
- [Issues requiring attention with context]

## Revenue Analysis
- Revenue by segment/product (if available)
- Growth drivers
- Underperforming areas

## Cost Analysis
- Major expense categories
- Cost trends (increasing/decreasing)
- Efficiency observations

## Cash Position
- Current cash/runway
- Burn rate (if applicable)
- Upcoming major expenses or investments

## Key Risks
1. [Risk with potential impact]
2. [Risk with potential impact]

## Recommendations
Based on the data:
1. [Actionable recommendation]
2. [Actionable recommendation]

## Questions for Follow-up
- Data points that need clarification
- Additional analysis needed

Use precise numbers. Avoid vague terms like "significant" without context. Note where data is incomplete.
Example

Input

Financial data: Q3 2024 income statement showing $2.1M revenue (up 15% YoY), gross margin 62%, operating expenses $1.8M...
Period: Q3 2024
Focus: Profitability and cash runway

Output

## Executive Overview
Q3 2024 shows strong revenue growth of 15% YoY, but profitability remains elusive with operating loss of $420K. Gross margin improved 3 points to 62%, suggesting pricing power...