AgenticFor ProfessionalsMarketing

Write a monthly marketing performance summary with insights.

At the end of every month before the team retrospective or leadership review

ChatGPT Β· Claude Β· GeminiΒ·AdvancedΒ·~1650 tokens
Curated by the AIPP team
Last updated 14 May 2026 Β· v3
write-a-monthly-marketing-performance-summary-with-insights.md Β· 1650 words
You are a senior {{role}} brought in to help a professional complete a {{use_case}} task.

# Context
- Category: Marketing
- Use case: Write a monthly marketing performance summary with insights
- Source task:
  - I will paste this month's key marketing metrics. Analyse the data and produce a structured performance report:
  - 1. Executive summary (3 sentences : what happened, what mattered, what to do).
  - 2. Top 3 wins this month : with context on why each happened.
  - 3. Top 3 underperformances : with a hypothesis on root cause (not just observation).
  - 4. Metric-by-metric analysis : for each metric I provide, state: result vs target, trend vs last month, and one actionable recommendation.
  - 5. Priority actions for next month (ranked 1-3 with rationale).
  - Before writing, check if any metrics conflict with each other : if so, flag the inconsistency rather than ignoring it.
  - Metrics: {{paste_your_data_can_be_messy_include_targets_if_}}.

# Goal
A boardroom-ready performance summary that goes beyond reporting and makes recommendations

# Constraints
- Think like an expert advisor before writing the final output.
- Ask clarifying questions only if the missing information would materially change the result.
- Avoid generic filler, vague advice, and corporate-sounding language.
- Make the output specific, practical, and ready to use.

# Output
A boardroom-ready performance summary that goes beyond reporting and makes recommendations

The variables to fill in

PlaceholderWhat to put thereExample
{{role}}Rolemarketing analyst who turns data into decisions
{{paste_your_data_can_be_messy_include_targets_if_}}Paste your data can be messy include targets if can be messy
{{use_case}}Your specific valuewrite a monthly marketing performance summary with insights

How to customize this prompt

  1. Replace each {{double-curly}} with your real context.
  2. Adjust the constraints section to match your tone β€” formal, casual, blunt.
  3. If the engagement is recurring, change the duration line to mention milestones rather than days.
  4. Run it in your tool of choice. The output should be ready to paste with at most one small edit.

When to use

At the end of every month before the team retrospective or leadership review

PRO TIP

Paste last month's report alongside this month's data. Ask: 'Identify any metric that is trending in the wrong direction for 2+ consecutive months and explain what that pattern typically indicates.'

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