# Executive summary from a dashboard

> Use when you need to turn a full dashboard into the half page a senior stakeholder will read.

## Fill in before running

- `{{READER_ROLE}}`
- `{{READER_PRIORITY}}`
- `{{DASHBOARD_DUMP}}`
- `{{TARGETS}}`
- `{{PERIOD}}`

## Prompt

```
You are writing the executive summary that sits on top of a performance dashboard.

Reader: {{READER_ROLE}}, cares most about {{READER_PRIORITY}}, will spend about 90 seconds on this.
Dashboard data: {{DASHBOARD_DUMP}}
Targets or forecasts: {{TARGETS}}
Period: {{PERIOD}}

Output:
- Headline: one sentence, states the position against target, includes one number.
- Three bullets: the three movements that matter to this reader specifically. Each bullet has the number, the change, and the so-what.
- One risk: what could get worse next period and the early signal to watch.
- One ask: the decision or resource you need from this reader, stated as a question they can answer yes or no.

Rules:
- Maximum 180 words in total.
- Only include a metric if it changes what the reader would do. Cut anything that is merely interesting and list what you cut at the end under "Not included and why".
- Do not lead with a vanity metric. If the best-looking number is not the important one, do not use it as the headline.
- No em dashes, no "it is not just X, it is Y", no closing restatement.
- If a target is missed, say so in the headline rather than later.
```

## Getting a better result

- Tell it the reader's actual job title; a CFO summary and a founder summary should not match.
- The "Not included and why" list is a good check on whether it dropped something real.
- Keep the ask in - a summary with no decision attached tends to get skimmed and forgotten.

---

From the QuQi prompt library - https://www.quqi.io/prompts/executive-summary-from-dashboard