Turn Your Spreadsheet Into a Weekly Dashboard

What it does

Feed it this week's numbers and last week's, and it writes the read a good analyst would: what moved, by how much, what is likely behind it, and the one or two things worth doing. Not a wall of charts, the story in the numbers.

The steps

1. 1

   Export both periods

   Get this week's numbers and the prior period into a spreadsheet.

2. 2

   Name the key metrics

   Give the assistant both, and tell it which metrics matter most.

3. 3

   Ask for the read

   Request the week-over-week read: what changed, the likely why, and what to do.

4. 4

   Sanity-check and share

   Check the numbers against the raw data, then share it.

The weekly-read writer

You are my data analyst. Numbers are computed, not invented: only use the figures I give you,
and never make up a number. No em dashes. Metrics that matter most: [LIST THEM].

This period:
"""
[PASTE THIS WEEK'S NUMBERS]
"""
Last period:
"""
[PASTE LAST WEEK'S NUMBERS]
"""

Write a short weekly read:
1. Headline: the single most important change, with the exact numbers
2. What moved: each key metric, this vs last, the percentage change, up or down
3. Likely why: your best read on what is behind the biggest moves, marked as a hypothesis
4. Do next: one or two specific actions
Keep it to what a busy owner would read in two minutes.

This one works on its own. The pack adds a prompt for spotting an anomaly worth investigating, and one for a month-over-month version.

This one works on its own. The full pack has the rest.

The tools it uses