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Quarterly Business Review Deck (Data Storytelling)
Turns a quarter of scattered numbers into one through-line story — wins first, honest misses, then next steps with clear owners — so stakeholders grasp the point in ten minutes instead of forty.
Works withChatGPTClaude
prompt
Act as a presentation strategist. Build an 11-slide quarterly business review deck for {company_name}, a {business_type}, covering {quarter_period}. Structure it as: title, agenda, three headline wins (one slide each), a revenue and KPI dashboard slide, what missed target and why, customer insights, next-quarter goals with owners, asks and resources, and a closing summary with appendix pointer. For each slide write a punchy headline under eight words, maximum three bullets, and a suggested chart type. Use {key_metric} as the through-line story across the whole deck. Keep total speaker notes under 600 words, in a confident, no-fluff boardroom tone.Variables
| Variable | Description | Example |
|---|---|---|
| {company_name} | Company or brand name | HaoHao Select 好好選物 |
| {business_type} | What kind of business it is | DTC home goods e-commerce brand |
| {quarter_period} | The quarter the review covers | Q2 2026 (April to June) |
| {key_metric} | The headline metric to spotlight | repeat purchase rate up 18% |
Use case
A team lead at an e-commerce or retail SMB preparing the quarterly numbers presentation for owners and stakeholders.
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