Automated Financial Commentary & Alerting Rules
N.B. Attach links to evidence (e.g., QA call samples, platform screenshots, conversion audits). Use confidence levels to reflect data quality and sample sizes. Align actions with compliance or brand guardrails.
📄 Prompt Template
Configure automated commentary and alerting for [ReportingPeriod] targeting [AudienceRole] across [KPIList]. Use plain language, quantify impacts, and tie to actions. Trigger alerts when metrics breach [AlertThreshold] and distribute via [DeliveryChannel] with links to the relevant dashboard views.
Output requirements:
Provide a rule matrix table: KPI, Condition, Threshold, Priority, Owner, Message Template, Link.
Provide 8 reusable commentary templates with placeholders for variance drivers, time period, and cost center.
Provide a JSON alert pack defining frequency, escalation chain, quiet hours, and suppression logic.
Provide a Markdown “Weekly CFO Brief” format (≤250 words) pulling the top 5 insights.
Provide measurement for alert fatigue (opens, acknowledges, resolved).
Ensure messages remain executive and action-oriented, avoiding jargon.