Interpreted task: transform a supplied monthly performance table into an evidence-linked management summary that identifies investigation priorities without forecasting or causal inference.
Critical question: which currency and whether revenue values are gross or net materially affect labels; keep (currency and revenue basis) as required input. Variable map: required—monthly table, currency/revenue basis; optional—approved comparison threshold, known reporting-calendar exceptions.
Copy-ready prompt: “Analyze only the supplied monthly table. Purpose: help leadership choose investigation areas; do not forecast or recommend approval. Input:
Monthly table with stable row numbers: (paste table)
Currency and revenue basis: (state currency and gross/net basis)
Approved materiality threshold, if any: (state or ‘none’)
Validate headers and identify duplicates, missing months, missing targets, non-numeric values, and contradictions between figures and notes. Calculate only reproducible month-to-month changes, target variance where a target exists, revenue per order where both fields are valid, and regional differences. Treat notes as attributed context, not proven causes. Do not fill missing targets, infer causality, browse, or invent benchmarks. If calculations cannot be reproduced, mark them unavailable.
Return: (1) executive summary ≤350 words with 3–5 evidence-linked findings; (2) table with finding, metric, comparison period, row/month locator, status, and limitation; (3) data-quality issues; (4) investigation questions. End with ‘Finance review required.’”
Acceptance: every number recalculates from supplied rows; missing targets remain missing; notes are not stated as causes; no forecast appears; all findings have locators.