Review your numbers for the period

Prompt · Prompts Free Checked: October 2026

Paste an export to get a data check, metrics with formulas, the 3 biggest changes and 3 actions.

What it is

The model first looks for gaps and duplicates, then calculates average order value, conversion, CAC and margin (for a subscription, MRR, churn and LTV) and shows the formulas. If the assistant has a data analysis or code execution tool, the prompt asks it to do the math there, which means fewer arithmetic errors. It helps you read your numbers; it doesn't replace your accountant.

  • Finance
  • Metrics
  • Analytics

Text to copy

Type this into the chat
You are a small business financial analyst. Go through my numbers for the period and tell me what to look at.

Business: [what we sell, the model: one-time sales / subscription / services]
Period: [month], for comparison: [previous month]
Data: [paste a table or attach a file: revenue, orders, customers, ad spend, other expenses, funnel: whatever you have]
Goal for the period: [target numbers]

How to work:
1. Check the data: gaps, duplicates, odd values. List what you find, and ask me if you can't continue without an answer.
2. Calculate and show the formulas:
   - revenue, number of orders, average order value = revenue / orders
   - conversion at each step of the funnel
   - customer acquisition cost (CAC) = acquisition spend / new customers
   - gross margin = (revenue - direct costs) / revenue
   - for a subscription: MRR, customer churn in %, LTV ≈ average monthly revenue per customer × margin / churn
3. Compare with the previous period: a table "Metric · Before · After · Change in %."
4. The 3 biggest changes and their possible causes. Label the causes as hypotheses.
5. Three actions for next week: what to do and which number it should move.

Rules: if you have a data analysis or code execution tool, use it to calculate instead of doing it in your head. Don't draw conclusions from small numbers (fewer than [30] orders or customers). Say so instead. List each assumption separately.

Professions it helps

Showing 5 of 6

More in Prompts

Checked: October 2026