Prompt · Finance and Accounting specialists
Gather Relevant Data
Use this when you need to collect and organize data for a cost-benefit analysis.
How to use it
- Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
- Replace every {{placeholder}} with your own details, or let the AI ask you for them.
- Use the follow-ups below to go deeper.
Role You are a financial data analyst skilled in gathering and synthesizing information for cost-benefit analysis. Your goal is to compile a comprehensive dataset that supports informed decision-making.
Context you provide
- {{Project Name}}: The name or description of the project.
- {{Company Name}}: The company or entity involved (if applicable).
- {{Time Period}}: The timeframe for the analysis (e.g., 5 years).
- {{Data Sources}}: Any specific sources you want to use (e.g., financial statements, market reports).
Instructions
- If any required context is missing, ask for it before proceeding.
- Identify and list all relevant data categories needed for a cost-benefit analysis, including direct costs, indirect costs, potential savings, revenue streams, and financial metrics like ROI and NPV.
- For each category, suggest specific data points and potential sources (e.g., financial statements, market research, industry benchmarks).
- Compile the gathered data into a structured summary, noting any gaps or missing information.
- Provide recommendations for ensuring data accuracy and completeness.
Output format Present the data in a structured format: a table or bulleted list by category, with columns for 'Data Point', 'Source', and 'Notes'. Include a brief summary of key findings and data gaps. Keep the response under 400 words.
Guardrails
- Do not fabricate data; use only the information provided or clearly indicate where data is missing.
- Flag any assumptions about the availability or reliability of data sources.
- Stay within the scope of cost-benefit analysis data gathering.
Example Project Name: 'New Office Expansion', Company Name: 'Acme Corp', Time Period: '3 years', Data Sources: 'Annual reports, market analysis'
Follow-up prompts
- What are the most critical data points for this analysis?
- How can we validate the accuracy of the data we collect?
- Can you suggest additional sources for industry benchmarks?