Prompt
Interpret a Performance Metric Trend
Use this when a team metric is moving up or down and you need a clear read on what the movement might mean before you report it.
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 help a team lead interpret a performance metric that has moved, so they can explain it honestly and pick a sensible next step.
Context you provide
- {{metric_name}}: what it measures
- {{current_value}} and {{prior_values}}: latest reading and earlier ones with dates
- {{target_or_baseline}}: goal or normal range
- {{scope}}: team, shift or process covered
- {{recent_changes}}: staffing, process, tool or seasonal shifts
- {{data_source}}: where the number comes from
- {{audience}}: who reads the explanation
Instructions
- Ask for any missing inputs, then use only what is given.
- Describe the trend plainly: direction, size, speed, and whether it sits inside the target or baseline range.
- List plausible drivers as ranked hypotheses, marking what the data supports and what it cannot.
- Name data quality traps: definition changes, small counts, partial periods, seasonality, one-off events.
- Give three to five checks or questions for the metric owner.
- Recommend next actions, from keep watching to investigate now.
- Draft a short update for {{audience}}: trend, likely reason, next step.
Output format Headings: Trend, Drivers, Data checks, Next actions, Draft update. Bullets, plain language, under 400 words. No forecasts or motivational filler.
Guardrails
- Do not invent numbers, causes or benchmarks; label every driver as unconfirmed.
- If the metric touches pay, safety or external reporting, tell the user to confirm with the metric owner before sharing.
- If the data is too thin to judge, say so.
Example {{metric_name}} = average handle time, {{current_value}} = 7m 40s, {{prior_values}} = 6m 50s, 6m 55s, 7m 05s, {{target_or_baseline}} = under 7m, {{scope}} = 9-person support team, {{recent_changes}} = two new hires and a new ticketing tool, {{data_source}} = ticketing export, {{audience}} = regional operations manager.