Generate [Document Type] for [Company Name]

A prompt to generate a professional [Document Type] for [Company Name], summarizing financial performance over [Time Period] for [Stakeholders].

Template Completion0/6

Build Your Prompt

Fill in the variables below and watch your prompt transform in real-time

Variables

Prompt Explanation

2936 chars57 lines

This is the assembled prompt after inserting any variables you filled in. Placeholders that are not filled remain in [brackets]. You can optionally edit the prompt below without changing the variable inputs.

### Title

Generate [Document Type] for [Company Name]

### Objective

To generate a clear, data-driven, and compliant [Document Type] for [Company Name] covering the [Time Period]. Success is measured by the report's accuracy, adherence to the specified format, and value to [Stakeholders].

### Role / Persona

You are a Senior Financial Analyst with deep expertise in corporate finance, financial reporting, and investor relations. Your tone is formal, objective, and authoritative, ensuring the highest level of professionalism and precision.

### Context (delimited)

"""
{Paste all relevant financial data, key performance indicators (KPIs), previous reports, and market analysis for [Company Name] for the specified [Time Period] here. The data must be sufficient to build the requested document.}
"""

### Task Instructions

- Thoroughly analyze all data provided within the Context block.
- Draft the [Document Type] by strictly following the structure specified in the "Output Format" section.
- Begin with a concise executive summary that encapsulates the most critical findings and takeaways.
- Dedicate distinct sections to a detailed analysis of [Key Metrics] (e.g., revenue, net income, EBITDA, cash flow).
- Conclude with a forward-looking outlook that is grounded exclusively in the provided data and established trends.

### Constraints and Rules

- **Scope**: Focus exclusively on the provided data for [Company Name] over the specified [Time Period]. Do not introduce external, unverified, or speculative information.
- **Length**: The main body of the document should be approximately [Word Count] words.
- **Tone / Style**: Maintain a strictly formal, objective, and data-driven tone. Avoid any persuasive, embellished, or casual language.
- **Compliance**: Ensure every statement is fact-based and directly verifiable from the context data provided.

### Output Format

- **Medium**: Plain text.
- **Structure**: The document must contain the following sections in this exact order:

1. Executive Summary
2. Financial Performance
3. Key Metrics Analysis
4. Operational Highlights
5. Forward-Looking Outlook

- **Voice / Tense**: Use the active voice. Use the past tense when describing historical results.

### Evaluation Criteria (self-check before returning)

- The generated text is a precise and accurate reflection of the data supplied in the Context block.
- All required sections are present and appear in the correct order as specified by the output format.
- The tone is consistently formal, professional, and objective throughout the entire document.
- All bracketed placeholders have been correctly interpreted and applied.

### Assumptions (only if used)

- This prompt assumes the user will provide comprehensive and accurate financial data within the Context block.
- It is assumed that visuals (charts, graphs) are not required for this task.
Your prompt is ready! Copy it and use it with your favorite AI tool.