Excel dashboard summary prompts checklist

Checklist

Raw source material is preserved before AI edits begin.The desired output format is written explicitly.Edge cases, missing values, and exceptions are listed.The first output is reviewed against real examples.The final prompt is stored for reuse.Sensitive or policy-heavy cases get manual review.Define the audience and reporting period.List current, previous, and target values.Ask for highlights, risks, and next checks.Separate facts from assumptions.

Mistakes to avoid

inventing causes for metric changes

Make the prompt more specific, keep the source data visible, and review the output before using it in a live workflow.

including too many raw numbers

Make the prompt more specific, keep the source data visible, and review the output before using it in a live workflow.

not defining the audience

Make the prompt more specific, keep the source data visible, and review the output before using it in a live workflow.

mixing facts and assumptions

Make the prompt more specific, keep the source data visible, and review the output before using it in a live workflow.

Related workflow pages

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