Draft a reusable monthly report template
Drafts a reusable one-page report template with fixed sections, chart slots and notes for filling it each month in under an hour.
Task:
Draft a reusable one-page report template that I can fill in every month in under an hour.
Context:
The report is about [topic, for example sales, website or project progress] and goes to [readers] who use it to decide [decision]. The data comes from [sources]. The report is a [document, slide or dashboard export] and my tool is [tool].
Rules:
- Use at most six sections, each with a heading, one question it answers, and a placeholder for the number or chart that goes there.
- Include a top box of three headline numbers with a placeholder for the change since last month, and a closing section for decisions and next steps.
- Add a fill-in note under each section with the data source and a rule for a missing value, such as writing "not available" instead of estimating.
- Do not insert example figures. Use only placeholders for numbers.
Result:
The template as a section list with headings, questions, placeholders and fill-in notes, then a five-item checklist to run before sending.