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PROMPT

Financial Analysis Interpreter

Interpret financial data, identify trends, and explain metrics in plain language for non-finance stakeholders.

TARGET QUERY ai financial analysis prompt · ~6K/mo
CATEGORY
Analysis
DIFFICULTY
Advanced
UPDATED
2026-05-17
TAGS
financeanalysismetricsinterpretation
PROMPT DETAILS Updated 2026-05-17

The Prompt

Analyze the following financial data and provide insights:

Data: [PASTE FINANCIAL DATA - revenue, costs, metrics, etc.]

Provide:
1. **Key Metrics Summary:**
   - Revenue growth rate (MoM, YoY)
   - Gross margin and trend
   - Burn rate / runway (if applicable)
   - Unit economics (CAC, LTV, payback period)

2. **Trend Analysis:**
   - What's improving? (with rate of change)
   - What's deteriorating? (with urgency assessment)
   - Seasonal patterns vs structural changes

3. **Benchmarking:**
   - How do these metrics compare to industry averages?
   - What would "good" look like at this stage?

4. **Red Flags:**
   - Unsustainable patterns
   - Hidden risks in the numbers
   - What the data doesn't show but should

5. **Plain English Summary:**
   - One paragraph a non-finance executive would understand
   - The single most important insight
   - One action to take this week

Assumptions to state explicitly. Don't present estimates as facts.

How To Use It

Paste financial statements, metrics dashboards, or even rough spreadsheet data. Specify your company stage (seed, Series A, growth, public) for relevant benchmarks.

Why It Works

Financial analysis requires both quantitative skill (spotting trends) and communication skill (explaining why it matters). This prompt ensures both by requiring plain English summaries alongside technical analysis, and explicitly flags what the data DOESN’T show.

Variations

Scenario modeling:

Given these assumptions [LIST], model three scenarios (conservative, base, optimistic) for the next 12 months. Show the key variable that swings the outcome.

Investor narrative:

Turn these metrics into an investor update narrative. Lead with momentum, acknowledge challenges, and frame everything as progress toward milestones.

Cost optimization:

Analyze this cost structure and identify: the top 3 areas where spending is disproportionate to value, and specific cuts that wouldn't impact growth.