Analysis prompts
Analysis prompt

Pull 3 board-ready insights from quarterly data

Before a board meeting, find the 3 insights worth presenting — not the 30 charts that would be defensible.

Works best in: Claude

Review quarterly business data and extract the 3 insights I should share with the board.

Inputs:
- Q[insert] data dump: {{paste CSV or summary — revenue, churn, CAC, retention, key metrics}}
- Comparison: prior quarter + prior year same quarter: {{paste}}
- The narrative we've been telling the board for the last 2 quarters: {{paste — so we can see what's drift vs. what's continuity}}
- Anything we already KNOW the board will ask about: {{paste — known concerns, recent news}}

Output:

## Insight 1: [the headline, in 1 sentence]
- The data that supports it (2–3 numbers, with comparisons)
- Why it matters (board-relevant: does it change our strategy, our valuation, our risk profile?)
- What we're doing about it
- The risk of being wrong

## Insight 2: [same structure]

## Insight 3: [same structure]

## What's NOT an insight worth surfacing
Things that look interesting but are: noise, one-time effects, lagging indicators, vanity metrics. Briefly say what we considered and skipped, so the board sees we did the work.

## What the board will ask that this doesn't answer
2–3 questions you predict from past board behavior. For each, the data you'd point to and the honest answer.

## The 1 slide
If you had to compress all 3 insights into one slide, what's on it.

## What I'd want to know more about
Honest. The 1–2 places where the data isn't conclusive and a follow-up analysis would change the read.

Hard rules:
- 3 insights, not 5. Pick.
- Each insight has a verb (something changed, something is changing, something will change). "Revenue is $X" isn't an insight.
- Don't show off how much data you analyzed. The board wants conclusions, not effort.
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