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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...