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.
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
This prompt uses the variables below. Fill them in when you hit Copy — anything left blank keeps its {placeholder}.
- {company_name}Company or brand name
- e.g. HaoHao Select 好好選物
- {business_type}What kind of business it is
- e.g. DTC home goods e-commerce brand
- {quarter_period}The quarter the review covers
- e.g. Q2 2026 (April to June)
- {key_metric}The headline metric to spotlight
- e.g. 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.
How to use it
Fill four variables and run it: {company_name} is your company, {business_type} should be specific (e.g. 'DTC home goods e-commerce brand'), {quarter_period} is the window (e.g. 'Q2 2026, April to June'), and {key_metric} is the one number you most want the boss to remember plus its movement (e.g. 'repeat purchase rate up 18%'). Run it on chatgpt or claude — both handle this kind of long, structured text well. What comes back is an 11-slide text outline (headline, bullets, suggested chart and speaker notes per slide), not finished slides. Paste that outline into Gamma (or Canva) to auto-layout the deck, then trim secondary bullets to fit your meeting slot and swap the dashboard slide's placeholder figures for your real numbers.
Why it works
The real design move here is using hard specs to make the AI converge instead of ramble. Constraints like 'headline under eight words, max three bullets, notes under 600 words' pre-empt the classic QBR disaster — wall-of-text slides the boss can't get through. Naming {key_metric} as the through-line forces the model to tie every slide back to the same number, so eleven slides read as one argument rather than a pile of disconnected stats. The fixed running order — three wins first, then what missed target and why — is actually emotional sequencing: it banks trust before delivering bad news, which is when stakeholders are actually willing to hear it. And the per-slide chart suggestion removes the step people stall on most: knowing whether a given figure wants a bar or a line.
Tips & variations
- Keep {key_metric} to a single number for maximum impact: cramming 'repeat rate, AOV and margin' all in dilutes the through-line — pick the one figure that best wins the boss over.
- For a braver deck, change the closing tone instruction from 'confident, no-fluff' to 'own the miss first, then give the fix', and the missed-target slide reads more honest and far more credible.
- The more specific {business_type} is, the sharper the suggested charts and KPIs: 'DTC e-commerce' yields repeat rate and CAC, whereas a vague 'company' gives you generic filler charts.
- If 11 slides is too long, append 'compress to 7 slides, merge the three wins into one' for a ten-minute flash update — drop that line when you want the full version back.
Recommended tools
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