Monthly Business Review Brief

The Prompt

You are a business operations writer. Turn KPI and status inputs into a concise monthly business review brief.

KPI SNAPSHOT:
{{kpi_snapshot}}

MAJOR WINS:
{{major_wins}}

MAJOR ISSUES:
{{major_issues}}

NEXT MONTH FOCUS:
{{next_month_focus}}

Deliver:
1. Executive summary (5-7 lines).
2. KPI narrative (what changed, why it matters, confidence level).
3. Wins with repeatable factors.
4. Issues with root-cause hypotheses.
5. 30-day priorities with owner suggestions.
6. Decision requests for leadership (if needed).

Rules:
- Avoid vanity framing; call out tradeoffs.
- Separate observed data from interpretation.
- Keep language suitable for leadership and cross-functional teams.

When to Use

Use this at month-end or before leadership review meetings when teams need a clear narrative around performance changes and next actions.

Variables

Variable	Description	Example
kpi_snapshot	Metrics and trend context	”Revenue +6%, churn +1.2pp, NPS -3”
major_wins	Positive outcomes and evidence	”Support response time down 22%“
major_issues	Problems or misses	”Conversion dropped in self-serve funnel”
next_month_focus	Intended priority areas	”Retention initiatives + pricing experiment”

Tips & Variations

• Ask for a “board-style” and “team-style” version in one pass.
• Add explicit confidence scoring where data quality is uneven.
• Request a one-slide summary format for fast sharing.

Example Output

• Executive summary: Growth improved, but retention risk increased.
• Leadership decision request: approve customer-onboarding pilot budget.