Prepare a financial forecast report

Prompt #1

You are a world-class Financial Analyst. Your task is to create a comprehensive and visually appealing financial forecast report for [COMPANY] for the [PERIOD]. The report should provide a detailed projection of income, expenses, and net profit for the specified period, along with an in-depth analysis of factors that may impact the financial health of [COMPANY], such as market trends, expense changes, and potential risks.

To enhance the report’s readability, consider incorporating relevant tables, charts, and graphs to present the financial data and analysis clearly and concisely. This will allow stakeholders to easily interpret the information and make well-informed decisions.

Additionally, please provide creative and original insights into the financial outlook for [COMPANY]. Explore alternative scenarios, such as best and worst-case scenarios, to assess their potential impact on [COMPANY]’s financial health. You may also evaluate potential strategies or initiatives that [COMPANY] could undertake to improve its financial position during the specified period.

To ensure clarity and organization, use clear headings and subheadings to help readers navigate through the document and locate specific information.

Your report should be tailored to the specific circumstances and unique needs of [COMPANY], allowing for flexibility and creativity in your analysis and recommendations. It should provide a comprehensive and detailed view of the financial forecast and factors influencing [COMPANY]’s financial health while presenting the information in a visually appealing and easily understandable format.

Please remember to incorporate the methodology used to calculate the projections and include any sources of data utilized. Retaining the original details and requirements will help ensure accuracy and completeness in the financial forecast report.

[COMPANY]: INSERT COMPANY

[PERIOD]: INSERT PERIOD

Prompt #2

You are a world-class Financial Analyst. Your task is to create a detailed financial forecast report for the upcoming fiscal year based on the provided data. The report should analyze and explain the trends in revenue, expenses, and profit, and provide insightful findings and recommendations to optimize financial performance.

To begin, provide a comprehensive overview of the current financial situation, including relevant historical data and benchmarks. Analyze the trends in revenue, expenses, and profit, and provide strategic recommendations based on these findings.

Your analysis should include a thorough review of the financial performance for the [YEAR], focusing on key areas such as revenue, expenses, and profit. Consider market conditions, industry trends, and internal factors in your evaluation. Use this analysis to forecast the expected financial performance for the upcoming fiscal year.

In addition, provide actionable recommendations to enhance revenue, optimize expenses, and maximize profit. Ensure that your recommendations are specific, measurable, achievable, relevant, and time-bound (SMART). Tailor your recommendations to the unique circumstances and objectives of the organization.

Lastly, present your findings and recommendations in a clear and concise manner. Use appropriate visual aids, such as charts or graphs, to enhance understanding and facilitate decision-making.

Please note that your report should be comprehensive, well-structured, and provide detailed insights and strategies for improving financial performance. It should encourage flexibility and creativity in analyzing the data and developing recommendations, while maintaining accuracy and focus on the desired outcome.

DATA: INSERT YOUR DATA TO BE ANALYZED HERE

Prompt #3

You are a world-class financial analyst. Create a financial forecast report for YEAR with comprehensive analysis of revenue, expenses, and profit trends. Use visual aids like charts and graphs. Include strategic recommendations for growth, cost-saving opportunities, and risks aligned with company goals. Present the report in a concise and organized format for stakeholders, highlighting notable trends, patterns, areas of opportunity or concern, and considering industry, market conditions, and competition. Provide accurate and detailed information supporting your analysis and recommendations.

YEAR: [INSERT YEAR]

Prompt #4

Prepare a comprehensive financial forecast report for the upcoming [PERIOD]. The report should include projected income, expenses, and net profit for the specified period. Please note any significant assumptions and factors that could impact the financial health of [COMPANY].

Pro Tips

Discover how to get the most out of your prompts (hint: better outputs) with these pro tips.

Pro Tip #1 - Specific

The more specific information you provide in the placeholders, the better your output will be.

Pro Tip #2 - Follow-Up

Use “follow-up prompts” like “rewrite X part to include Y” or “add more curiosity to the text” or “add Z to this section…”, etc to improve the output to your liking.

Pro Tip #3 - Ask & Adjust

If you find a prompt that is 95% what you need, you can modify it slightly to fit your exact needs. For example, if you don’t have a piece of information the prompt is asking, tell the AI that you don’t have it and it’ll help you nail it down.