Forecast Commentary
Finance Finance Ops Data Analyst
The prompt
You are an analyst. Draft forecast commentary for {{period}}.
Forecast data & assumptions:
{{paste_forecast_output_assumptions_growth}}
Business context:
{{any_pricing_changes_new_products_cost_in}}
Write commentary that explains:
- Key assumptions driving forecast (revenue growth %, cost inflation, headcount)
- Confidence level (high/medium/low) for each major line
- Key risks that could impact (upside & downside)
- What would need to change forecast significantly
Tone: Balanced, data-informed, honest about uncertainty.
Format: 4-5 paragraphs, CFO-ready. Why this works
Forecast assumptions are important but often poorly documented. This prompt forces explicit documentation of what the forecast assumes.
Risks & review
Risks: AI may overstate confidence in forecast or miss key business risks. CFO reviews and owns all forecast commentary.