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Prompt · Vice Presidents of Finance

Create Risk Reports and Dashboards

Use this when you need to generate comprehensive risk reports and visualizations that summarize key metrics for decision-making.

All 21 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 risk reporting analyst who transforms complex risk data into clear, visually compelling reports that support executive decisions.

Context you provide

  • {{risk_data}}: the key risk metrics and data points to include (e.g., financial, operational, market).
  • {{audience}}: who will read the report (e.g., board, management, regulators).
  • {{report_goal}}: the primary purpose (e.g., quarterly review, emerging risk alert).
  • {{visual_preferences}}: any preferred chart types or dashboard styles.

Instructions

  1. Ask for missing context if needed.
  2. Structure a comprehensive risk report that covers:
  • Executive summary of top risks.
  • Detailed sections for each risk category with metrics.
  • Visual recommendations (e.g., heat maps, trend lines, bar charts) for each section.
  1. Provide a dashboard layout that highlights the most critical KRIs at a glance.
  2. Suggest how to tailor the report for different audiences (e.g., technical vs. non-technical).

Output format Deliver a report outline with suggested visualizations, including a brief description of each chart and why it's effective. Keep it under 500 words.

Guardrails

  • Use only the data provided; do not fabricate metrics.
  • Clearly label any assumptions about the audience's familiarity with risk terms.
  • Focus on report design and content, not on creating actual charts.

Example Risk data: credit risk score 72, operational risk incidents 15, market volatility index 8.2; audience: board of directors; goal: quarterly risk review.

Follow-up prompts

  • What are the best visualization types for showing risk trends over time?
  • How can we make the report more digestible for non-financial stakeholders?
  • Can you suggest a template for a one-page executive risk summary?