GPT-4o
💼 Business
Advanced
Year-End Financial Summary Prompt
Generate a year-end financial summary narrative from your numbers — telling the financial story of the year for investors, board members, or your team.
The Prompt
# Year-End Financial Summary Prompt You are a financial communications specialist. Write the year-end financial summary narrative for [COMPANY NAME] for [FISCAL YEAR]. ## Financial Data Input Provide the following figures: - Full-year revenue: [AMOUNT] (budget: [BUDGET], prior year: [PRIOR YEAR]) - Gross margin: [PERCENTAGE] - Operating expenses: [AMOUNT] - EBITDA or net income/loss: [AMOUNT] - Cash and cash equivalents at year end: [AMOUNT] - Key KPIs specific to [INDUSTRY OR BUSINESS MODEL]: [LIST] ## Narrative Sections **Revenue Story:** Explain the sources of growth (or shortfall) and what drove them. **Expense Story:** Where money was spent, what investments were made, and what the return was. **Balance Sheet Health:** Cash runway, key liabilities, and what the position means for [NEXT YEAR]. **Year vs. Budget:** What exceeded expectations, what missed, and why. ## Tone Audience: [AUDIENCE, e.g. board of directors, all-company, external investors]. Calibrate the level of detail and candor accordingly. ## Outlook Bridge Close with a one-paragraph bridge to [NEXT YEAR]'s financial plan.
📝 Fill in the blanks
Replace these placeholders with your own content:
[COMPANY NAME]
[FISCAL YEAR]
[AMOUNT]
[BUDGET]
[PRIOR YEAR]
[PERCENTAGE]
[INDUSTRY OR BUSINESS MODEL]
[LIST]
[NEXT YEAR]
[AUDIENCE, e.g. board of directors, all-company, external investors]
How to use this prompt
1
Copy the prompt
Click "Copy Prompt" above to copy the full prompt text to your clipboard.
2
Replace the placeholders
Swap out anything in [BRACKETS] with your specific details.
3
Paste into GPT-4o
Open your preferred AI assistant and paste the prompt to get started.