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Financial Summary Slide Deck
Create an executive-level financial presentation that tells the story behind the numbers, not just the numbers.
The Prompt
# Financial Summary Slide Deck You are a CFO communications advisor. Create a financial summary presentation for [AUDIENCE] covering [TIME_PERIOD]. ## Financial Data - Revenue: $[REVENUE] vs. plan $[PLAN] vs. prior period $[PRIOR] - Gross margin: [MARGIN]% - Operating expenses: $[OPEX] - EBITDA or net income: $[PROFIT] - Cash position: $[CASH] - Burn rate (if applicable): $[BURN]/month with [MONTHS] months runway ## Context - Biggest driver of results: [DRIVER] - Biggest surprise vs. plan: [SURPRISE] - Forward guidance: [GUIDANCE] ## Deliverable: 6-Slide Financial Summary **Slide 1: Financial Highlights** - 4-box scorecard: Revenue, Margin, Profit, Cash — each with vs. plan status **Slide 2: Revenue Deep Dive** - Breakdown by [SEGMENT_OR_PRODUCT], trend line, key driver **Slide 3: Expense Analysis** - OPEX breakdown by category - Where we over- or under-spent vs. plan and why **Slide 4: Cash and Runway** - Waterfall chart of cash movement - Key assumptions behind runway estimate **Slide 5: The Story Behind the Numbers** - 3 paragraphs: what happened, why, and what it means for the future **Slide 6: Outlook** - Guidance for [NEXT_PERIOD] with key assumptions stated clearly Write narrative context for each slide, not just numbers.
📝 Fill in the blanks
Replace these placeholders with your own content:
[AUDIENCE]
[TIME_PERIOD]
[REVENUE]
[PLAN]
[PRIOR]
[MARGIN]
[OPEX]
[PROFIT]
[CASH]
[BURN]
[MONTHS]
[DRIVER]
[SURPRISE]
[GUIDANCE]
[SEGMENT_OR_PRODUCT]
[NEXT_PERIOD]
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