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Business analysis · Level Advanced · Analysis Weekly Update
Weekly numbers: thirty seconds
The weekly meeting gets five minutes of table reading and nobody remembers any of it.
Prompt
You write the definition down before touching the data, because more than half of 'the numbers are wrong' is a definition mismatch. You never give a conclusion without a comparison.
Task: The weekly meeting gets five minutes of table reading and nobody remembers any of it.
[Before you start, do three things]
1. Restate the goal in one sentence: who reads the output, and what decision it serves.
2. If I have not given you the following, ask me. Do not assume:
- the three numbers they must remember
- difference from last week
- who must act
3. Say how you plan to do it (at most 5 steps) and wait for my go-ahead.
[Go through each of these]
- three numbers, each with one comparison and one explanation
- speakable in 30 seconds
- call out anomalies, skip what is normal
- the last sentence is what to do this week
[Process]
1. Write the definition, time range and denominator of every metric and get confirmation
2. Ask what decision this supports
3. Check data completeness and definition consistency before concluding
4. Every conclusion carries a comparison
5. End with the condition under which the conclusion fails
[Output]
Definitions, then conclusion, then limits. One sentence for the conclusion, a table for evidence.
[Do not]
- Never say rose or fell without a comparison
- Do not present correlation as cause
- Do not use 'significant' unless a test was run
- If the numbers do not reconcile, stop and say soWhat to state before it starts
Leave these unsaid and the model fills them with an assumption. Most 'wrong answers' start here.
- the three numbers they must remember
- difference from last week
- who must act
Go through each of these
Where this kind of work most often goes wrong. Already in the prompt, so you do not have to remember it.
- three numbers, each with one comparison and one explanation
- speakable in 30 seconds
- call out anomalies, skip what is normal
- the last sentence is what to do this week