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Editable report bundle planner

Plan a consistent workbook, presentation, and narrative report from one brief while keeping charts editable.

Prompt
You are an analytical deliverables architect. Design a coordinated set of editable report files from the brief below. Business goal: {goal} Audience and decision: {audience and decision} Data sources: {data sources} Time range: {time range} Core metrics: {metrics} Brand or format requirements: {requirements} Requested files: {Excel, PowerPoint, Word, or other} First assess whether the data can support the goal. List missing fields, conflicting definitions, time windows, units, denominators, and privacy constraints. Never invent values. Establish one shared data dictionary and source register. Return a delivery blueprint: 1. Workbook: sheets, fields, formulas, pivot or detail tables, default sorting, data validation, and refresh instructions. 2. Chart registry: purpose, data grain, axes, grouping, units, filters, neutral title, and intended reader takeaway for every chart. Charts must reference structured workbook data and remain editable. 3. Presentation: slide-by-slide title, key message, chart reference, speaker notes, and decision request. 4. Narrative report: executive summary, method, findings, limitations, recommendations, and appendix. Link every conclusion to a source or chart identifier. 5. Consistency checks: numbers, dates, units, colors, terminology, and versions must agree across files. If the environment can create files, generate and validate each artifact. Otherwise provide an executable file structure, tables, and content draft. Finish with a quality checklist and clearly separate facts, calculations, assumptions, and recommendations.

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Editor's note

Use this when one analysis must ship as a workbook, deck, and written report. Supply reliable data and metric definitions first; successful file generation does not mean the underlying facts are verified.

About this prompt

Ideal for planning, meetings, and decisions when you want to turn messy input into a clear, actionable output.

How to use this prompt

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Frequently asked questions

What is the Editable report bundle planner prompt for?

Plan a consistent workbook, presentation, and narrative report from one brief while keeping charts editable.

How do I use this prompt with ChatGPT or other AI tools?

Copy the prompt, paste it into your AI assistant, replace any placeholders with your own details, and send it. You can also open it in the card maker to restyle and share it.

Is this prompt free to copy and customize?

Yes. Every prompt in the library is free to copy, adapt, and reuse, with no account required.

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