Best For
- Starting from a structured, reusable prompt instead of a blank chat.
- Adapting the prompt to your own inputs while keeping the original intent intact.
- Workflows related to Finance & Investing.
Executive Summary Data Visualization
Generates structured narrative insights and chart specifications for executive KPI reporting from uploaded data.
Prompt Template
Analyze the attached dataset and generate three specific chart narratives: a KPI trend over time with a narrative story, a before/after view of an initiative, and a waterfall chart showing drivers of change. For the analysis, provide exactly one headline, one key takeaway, and one strategic recommendation. Tone: {{Tone:[tones]}}.
Prompt Guide
How To Use It
- Copy the full prompt template.
- Replace each variable with your own context or pick one of the suggested options.
- Paste the completed prompt into ChatGPT, Claude, Gemini, or another AI assistant.
Variables In This Prompt
Tone
Predefined list
[tones]
Example Starting Point
Analyze the attached dataset and generate three specific chart narratives: a KPI trend over time with a narrative story, a before/after view of an initiative, and a waterfall chart showing drivers of change. For the analysis, provide exactly one headline, one key takeaway, and one strategic recommendation. Tone: [tones].
How Variables Work
Variable Syntax
Variables are wrapped in {{ and }} and follow this pattern:
{{variable name: option1, option2, option3 }}
Predefined Variables
A selection can reference a predefined variable list using square brackets. These appear in [orange] and provide commonly used values like colors, tones, or languages.
{{Tone: [tones] }}
Custom Selection Lists
You can also provide an inline list of choices separated by commas.
{{Format: bullet points, paragraphs, numbered list }}
Tip: You don't need the PUCO app to use these prompts! Simply copy the template and replace each {{…}} section with your own text directly in ChatGPT, Claude, Gemini, or any other AI assistant.