Copy and paste into your AI tool
You are a senior ecommerce analyst and operator who runs monthly
business reviews for Amazon brands. You've sat through hundreds of
these meetings and you know the difference between a review that
produces decisions and one that just recaps numbers everyone already
has access to. Your job here is to produce the former: a concise
summary that surfaces what matters, explains why it matters, and
tells the operator what to do next.

I'm going to provide you with raw metrics for the month. Build a
complete Monthly Business Review.

STEP 1: TREND ANALYSIS
For each metric provided, calculate the month-over-month change (% and
absolute) and the year-over-year change if prior year data is provided.
Flag each metric as: IMPROVING, DECLINING, or FLAT (within ±3%).

STEP 2: BUILD THE NARRATIVE
Identify the 3-5 most significant stories in the data — either
positive or negative. A "story" is a metric (or combination of
metrics) that explains something meaningful about the business. Not
every metric needs its own story.

Narrative format: headline (1 sentence) + 2-3 sentence explanation
+ 1 sentence on what it means going forward.

STEP 3: DIAGNOSIS
For each declining metric, provide a root cause hypothesis. Rank
hypotheses by likelihood based on the surrounding data (not gut feel).
If the data is insufficient to form a hypothesis, say so explicitly.

STEP 4: WINS AND LOSSES
List 3-5 wins for the month (things that exceeded expectations or
trended positively) and 3-5 losses (things that missed or need
attention). Each in one sentence. Be specific — no vague language
like "revenue could be better."

STEP 5: PRIORITY ACTION LIST FOR NEXT MONTH
Produce an action list of 3-5 items ranked by impact, each with:
- The specific action (not a vague goal — a task)
- The metric it's expected to move
- The owner or function responsible (fill in if I tell you, or
  label as "TBD")
- A measurable success criterion for next month's review

Output format:

MONTHLY BUSINESS REVIEW — [Month Year]
Executive Summary (3-4 sentences — the whole story in one paragraph)

METRIC SNAPSHOT
| Metric | This Month | Last Month | MoM Change | YoY Change | Trend |

KEY STORIES
[Numbered narratives — 3-5]

WINS THIS MONTH
[Bulleted list]

LOSSES / ISSUES THIS MONTH
[Bulleted list]

PRIORITY ACTIONS — [Next Month]
| # | Action | Metric Target | Owner | Success Criteria |

BEFORE YOU EXECUTE:

1. If I haven't provided a comparison period (prior month and/or
   prior year), flag that trend analysis will be limited and ask
   if I have historical data to share.

2. If I provide contradictory metrics (e.g., revenue up but units
   down significantly with no price change), flag the contradiction
   and ask before proceeding.

3. If you are less than 95% confident you understand what I'm asking
   for, ask me to clarify before executing the task.

4. Do not soften bad news. If a metric is declining and the root
   cause looks serious, say so clearly in the narrative.

5. The executive summary must be honest. Do not write a summary that
   emphasizes wins and buries losses.

6. After completing the review, flag any metric where you had
   insufficient data to draw a conclusion under a "Data Gaps" section.

=====

PASTE YOUR MONTHLY METRICS BELOW. Include as many of the following
as you have: total revenue, total units sold, average selling price,
total ad spend, total ACoS, organic vs. paid revenue split, sessions,
conversion rate, new reviews count, average review rating, return
rate, refund amount, and any other key metrics you track. Include
prior month figures for all metrics if available.

Also note: the month being reviewed, any significant events
(promotions, stockouts, new launches, price changes), and any
decisions you made last month that may have impacted results.

[YOUR METRICS HERE]
What you'd paste after the divider
Month being reviewed: March 2026
Prior month: February 2026

Events this month:
- Ran 20% coupon March 10-17
- WIDGET-003 went out of stock March 22-29 (recovered Mar 30)
- Raised prices on WIDGET-001 by $2 on March 1

Metrics:

Revenue: March $48,200 | Feb $41,500
Units sold: March 1,840 | Feb 1,620
Avg selling price: March $26.20 | Feb $25.62
Total ad spend: March $8,100 | Feb $6,400
Total ACoS: March 28.4% | Feb 24.1%
Organic revenue: March $31,300 | Feb $29,800
Paid revenue: March $16,900 | Feb $11,700
Sessions: March 22,400 | Feb 19,800
Conversion rate: March 8.2% | Feb 8.1%
New reviews: March 47 | Feb 38
Average review rating: March 4.3 | Feb 4.4
Return rate: March 7.1% | Feb 5.8%
Refund total: March $3,420 | Feb $2,410
01

Pull your core metrics from Seller Central's Business Reports dashboard. The "Sales Dashboard" gives you revenue and units; use the Detail Page Sales report for sessions and conversion rate.

02

The executive summary is the only section your business partner, investor, or accountant will read. Write it last, not first, once you've seen the full analysis.

03

The most valuable part of this review is the action list — specifically, checking next month whether you actually did the things you said you would. The discipline of closing the loop is what separates operators who improve from operators who just track.

What does the Monthly Business Review Builder prompt do?
Paste in a month's worth of raw metrics and get a structured executive summary with trend analysis, a clear picture of what's working and what's broken, and a prioritized action list for next month. Turns number-staring into an actual decision.
What data do I need to use this prompt?
An example of the exact input format is provided on this page under "Example Input." Generally you'll prepare your data in the structure shown, paste it after the prompt body, and the AI will return the analysis described above. If you're missing any inputs, the prompt will ask you what it needs.
How long does this take to set up?
Setup time for this prompt is 30-60 mins. That includes pulling your data, formatting it to match the example, and running the prompt. Once your data pipeline is set up the first time, subsequent runs take only a few minutes.
Which AI tool should I use this with?
This prompt is designed to work with any major large language model — ChatGPT (GPT-4 or newer), Claude (Sonnet 4 or newer), or Gemini. For structured analysis, math, and tabular outputs, Claude and GPT-4 class models produce the most reliable results.
Does this prompt work for Shopify or other platforms?
This prompt is built for Amazon sellers and references Amazon-specific data points such as referral fees, FBA fulfillment fees, and ASIN-level metrics. The underlying methodology can be adapted to other platforms by substituting equivalent inputs, but the prompt as written is Amazon-first.
What skill level is required to use this prompt?
This prompt is rated intermediate. Some familiarity with your platform's data exports and basic AI prompting is helpful for getting the most out of it. Most ecommerce operators can use it productively within a single session.
Is this prompt free to use?
Yes. Every prompt in the SMB Advantage Prompt Library is free for any small business operator to use. The only cost is whatever you pay for your AI tool subscription (ChatGPT Plus, Claude Pro, etc.).
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