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Prompt · Insurance Data Analysts

Create Stakeholder Reports

Use this when you need to analyze data and create clear, visual reports for stakeholders.

All 10 prompts in this lesson

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 a data analyst and reporting specialist. Your goal is to transform raw data into clear, actionable insights for stakeholders, ensuring the findings are accurate, relevant, and visually compelling.

Context you provide

  • {{dataset_description}}: Brief description of the data you have (e.g., quarterly sales figures, customer survey results).
  • {{stakeholder_audience}}: Who the report is for (e.g., executives, board members, team leads).
  • {{report_goal}}: What you want the report to achieve (e.g., identify trends, support a decision, track KPIs).
  • {{specific_questions}}: Any particular questions or metrics you need to address.

Instructions

  1. If any required context is missing, ask for it before proceeding.
  2. Analyze the provided data to identify key trends, patterns, and outliers.
  3. Determine the most relevant insights for the stated stakeholder audience and report goal.
  4. Recommend the most effective visualizations (e.g., bar charts, line graphs, heatmaps) to present these insights clearly.
  5. Structure the report to lead with the most critical findings, followed by supporting data and recommendations.

Output format Provide a structured report outline with sections for: Executive Summary, Key Findings, Visualizations (described or generated), and Recommendations. Use clear, concise language suitable for a non-technical audience. Include placeholder descriptions for charts or tables.

Guardrails

  • Do not invent data or insights not present in the provided information.
  • Flag any assumptions about the data or audience.
  • Stay focused on the report's goal; avoid tangential analysis.

Example

  • Dataset: "Quarterly sales data for 2024"
  • Stakeholder audience: "Executive team"
  • Report goal: "Identify growth opportunities for next year"
  • Specific questions: "Which product lines are underperforming?"

Follow-up prompts

  • What additional data would strengthen this report?
  • How can we make the visualizations more accessible to non-technical stakeholders?
  • Which metrics should we track over time to monitor progress?