What to provide
Current and prior KPI exports, metric definitions, target values, and known one-off events.
Starting prompt
Summarize these verified KPI changes. State the denominator and time period, avoid causal claims without evidence, and list two questions a manager should investigate.
Trial case
Provide a KPI change caused by a revised definition rather than performance. The commentary should explain the definition break before interpreting the trend.
Review gate
The analyst checks calculations and context before leadership sees the commentary.
How to score the result
Time to publish the brief and factual corrections after distribution.
Use the current approved source and keep it available to the reviewer. Check a small set of finished outputs against the previous process before adopting this workflow.
Related workflows
Explore AI Playbooks by Business Function or the AI business strategy guide.