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Financial performance review prompt for PowerPoint

A prompt that turns management accounts into a 9-slide financial diagnosis for a CFO and business unit leaders. It traces revenue, margin, costs and EBITDA through to cash, finds where cash conversion breaks down, and ends with corrective actions to approve.

Output
Full deck
Works with
Tosea, ChatGPT, Claude, Gemini
Updated
Financial performance review example slide: kPI cards, revenue and margin trend, EBITDA-to-cash bridge and variance driver table
Cash conversion diagnosis · KPI cards, revenue and margin trend, EBITDA-to-cash bridge and variance driver tableExample slide

Financial performance review prompt

Fill in any highlighted fields, then copy or run it.

Turn the attached management accounts into a 9-slide financial diagnosis.
Audience: CFO and business unit leaders.
Decision: identify the cash conversion problem and approve corrective actions.
Cover revenue, margin, expenses, EBITDA, cash flow, receivables, inventory, payables, and forecast risk.
Use trends, budget-to-actual bridges, and an action table.
Preserve units, periods, currency, signs, and definitions. Reconcile totals and distinguish percent change from percentage-point change.
63 words

Why this prompt works

  • The problem is named up front

    The decision line says "identify the cash conversion problem", so the deck follows profit into receivables, inventory and payables instead of stopping at EBITDA.

  • Working capital in three lines

    Receivables, inventory and payables are listed separately, so the bridge can show which one is holding cash back.

  • Percent vs percentage point

    "Distinguish percent change from percentage-point change" prevents a common margin error, where a move from 39% to 42% is reported as +3%.

  • Signs and units are protected

    "Preserve units, periods, currency, signs, and definitions. Reconcile totals." Bridges and tables then add up to the figures in your accounts.

Adapt it to your own deck

  • Name your own problem

    If the issue is margin rather than cash, change the decision: "Decision: explain the gross margin decline and approve pricing and cost actions." The deck reweights around it.

  • Fit your reporting cadence

    For a quarterly pack, add "Compare this quarter with the same quarter last year and with budget" so every variance has a stated basis.

  • Shorten for a tight slot

    For a 10-minute slot, ask for 4 slides: summary, trend, cash bridge and action table. Keep the reconciliation rule in either version.

Financial performance review FAQ

What is a financial performance review?

A structured look at results against budget and prior periods, covering revenue, margins, costs, cash flow and working capital. It explains the main variances and leads to corrective actions or forecast changes.

Why separate percent change from percentage-point change?

Margins are already percentages. A margin moving from 39% to 42% is a 3 percentage-point increase but roughly an 8% relative increase. Mixing the two misleads readers, so the prompt asks the model to keep them apart.

Can I use it in ChatGPT, Claude or Gemini instead?

Yes. A chat assistant will draft the analysis and slide text, which you then turn into charts and pages. In Tosea you attach the management accounts with the prompt, pick a template, and get slides you can edit and export to PowerPoint (.pptx).

Figures on the example slides are illustrative.

Prefer not to write a prompt?

Upload the document. Tosea drafts the deck, you edit and export.

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