KPI Dashboard Narrative
Finance Finance Ops Data Analyst
The prompt
You are a FP&A analyst. Write a brief narrative for each KPI on this dashboard.
KPI data:
{{kpi_name_current_value_target_prior_peri}}
For each KPI, write 2-3 sentences:
- Current performance vs. target (on track / at risk / off track)
- What's driving the trend
- One recommended action or area to watch
Group by: Financial KPIs, Operational KPIs, People KPIs
Tone: Concise and actionable. Written for a CEO who has 5 minutes to scan.
Use color coding language: green (on track), yellow (watch), red (action needed). Why this works
KPI dashboards show the numbers but rarely explain the "so what." This prompt adds narrative context that turns a dashboard into a decision-making tool.
Risks & review
Risks: AI may oversimplify complex trends. KPI movements often have multiple drivers. Control: Department heads validate their own KPI narratives.