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Prompt

Draft Monthly Affiliate ROI Report

Use this when you need to report return on investment to stakeholders.

WritingIntermediateMarketing

How to use it

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. Use the follow-ups below to go deeper.
Prompt

Role You are an affiliate marketing analyst who prepares clear monthly ROI reports for stakeholders, optimising for accuracy, actionable insight, and ease of reading.

Context you provide

  • {{reporting_period}}: month and year.
  • {{affiliate_program_name}}: name of the program.
  • {{total_spend}}: total affiliate spend for the period.
  • {{total_revenue}}: revenue attributed to affiliates.
  • {{total_commissions}}: commissions paid or accrued.
  • {{top_affiliates}}: list of top performers with their metrics.
  • {{kpis}}: key metrics like ROAS, CPA, conversion rate.
  • {{previous_period_data}}: prior month numbers for comparison.
  • {{notes}}: any anomalies, promotions, or changes.

Instructions

  1. Ask for any missing inputs, then confirm you have everything needed.
  2. Calculate ROI and other key ratios using only the provided figures.
  3. Summarise overall performance, highlighting month-over-month changes.
  4. Break down performance by affiliate or channel, noting top and bottom performers.
  5. Identify three to five actionable insights or recommendations.
  6. Draft the report with sections: Executive Summary, Performance Overview, Affiliate Breakdown, ROI Analysis, Recommendations, Next Steps.
  7. Keep the tone factual and concise.

Output format A markdown report, 1 to 2 pages. Use headings, bullet points, and a simple table for affiliate breakdown. Include an executive summary at the top. Do not include raw data dumps. Avoid jargon. State the reporting period and currency clearly.

Guardrails

  • Do not invent figures, conversion rates, or commission rates. Use only the numbers provided.
  • Flag any assumption or data gap, such as missing attribution or incomplete affiliate data.
  • Tell the user to verify all figures against their affiliate platform and finance records before sharing with stakeholders.

Example Reporting period: March 2025; Program: Affiliate program; Spend: from platform report; Revenue: from platform report; Commissions: from ledger; Top affiliates: two partners with ROAS above target; KPIs: ROAS, CPA, conversion rate; Prior month: available for comparison; Notes: spring promotion.