Intermediate
Board pack finance section: storyline, charts list, and narrative
Drafts a board-ready finance section outline including key charts, narrative, and talking points. Useful for CFO/FP&A preparing monthly/quarterly board materials.
Draft the finance section of a board/investor pack for {company_name} for {period}.
Inputs:
- Actuals vs plan summary: {actuals_vs_plan}
- KPIs: {kpis}
- Cash and runway: {cash_runway}
- Key initiatives and risks: {initiatives_risks}
- Ask/decision items: {asks}
Output:
1) Storyline (3–6 bullets) and “what changed” highlights.
2) Recommended charts/tables list (with titles and purpose).
3) Draft narrative for each section (performance, drivers, outlook, cash).
4) Appendix suggestions (detail tables, cohort views, reconciliations).
5) Talking points and anticipated questions with answers.
Keep it crisp and executive-level.Related Prompts
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BeginnerBudget kickoff pack: timeline, owners, templates, instructions
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GPT-5.2 Thinking; GPT-4.1; o3-mini
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2