Recipe
Executive dashboard brief writer
Generate concise, board-ready summaries from raw analytics data using structured prompt chains.
Ingredients
- Raw analytics export (CSV, JSON, or API snapshot)
- Company style guide or tone-of-voice document
- Target audience persona (board, investors, internal team)
- Key metric definitions and thresholds
Steps
- Ingest & normalize — Parse the raw data into a uniform schema. Flag outliers and missing fields.
- Extract signals — Identify top movers, anomalies, and trend reversals against prior periods.
- Draft narrative — Assemble findings into a three-paragraph structure: headline insight, supporting data, forward-looking implication.
- Apply tone filter — Rewrite the draft using the supplied style guide. Enforce brevity and active voice.
- Validate thresholds — Confirm every claim is backed by data within the defined tolerance. Strip unsupported assertions.
Output
A single-page brief with headline, three bullet takeaways, and a one-sentence recommendation. Formatted for executive scan-reading — no fluff, no footnotes.
Tip: Run this recipe weekly against your analytics pipeline and compare briefs over time to surface macro trends.