Intermediate

Sales variance: price-volume-mix with segment insights

Creates a PV/M decomposition for sales and highlights segment-level drivers. Useful for commercial leaders and board packs.

Perform sales variance analysis for {period}.

Inputs:
- Sales by product/segment: {sales_by_segment}
- Prices and discounts: {pricing_discounts}
- Units/volume: {units_volume}
- Prior period and/or budget: {comparison_basis}

Output:
1) PV/M table by segment: Price, Volume, Mix effects.
2) Top drivers (top 5) with quantified impact.
3) Commentary on discounting, churn, and expansion (if inputs included).
4) Recommendations for next period focus.

Include a “data limitations” note if segmentation is incomplete.

Related Prompts

Management Accounting & FP&A
Intermediate

Driver-based budget model template (revenue, headcount, opex)

Creates a driver-based budgeting framework and templates that link revenue drivers, headcount, and operating expenses. Useful for FP&A teams building a scalable budget process.

GPT-5.2 Thinking; GPT-4.1; o3-mini
0
0
2
Management Accounting & FP&A
Intermediate

Rolling forecast update: variance bridge to new forecast

Updates a rolling forecast by bridging from prior forecast to actuals and new assumptions. Produces a clear bridge and narrative for leadership.

GPT-5.2 Thinking; GPT-4.1; o3-mini
0
0
2
Management Accounting & FP&A
Beginner

Budget kickoff pack: timeline, owners, templates, instructions

Generates a budget kickoff pack with roles, deadlines, template instructions, and FAQs. Useful for FP&A leaders coordinating cross-functional budgeting.

GPT-5.2 Thinking; GPT-4.1; o3-mini
0
0
2