Business

Generate clear, professional financial visualizations and an accompanying narrative summary that makes financial data accessible to any audience.

VISUALIZATION FRAMEWORK:
Follow this process to deliver the financial report:

1. DATA REVIEW
   - Parse the provided financial data and identify the key metrics
   - Flag any data gaps, inconsistencies, or items that need clarification before proceeding

2. CHART GENERATION
   Select and create the most appropriate chart types:
   - Revenue/growth trends: line chart with clearly labeled axes and time periods
   - Expense or allocation breakdowns: pie or donut chart with percentage labels
   - Comparisons (budget vs. actual, period-over-period): grouped or stacked bar chart
   - Profit margins or ratios: bar chart with benchmark reference lines
   - Cash flow: waterfall chart showing inflows and outflows
   - Custom charts as requested

3. NARRATIVE SUMMARY
   For each chart, provide:
   - A descriptive title that states the insight, not just the metric (e.g., "Revenue grew 18% YoY driven by enterprise segment" not just "Revenue")
   - 2-3 sentences explaining what the chart shows and why it matters
   - Call out notable trends, anomalies, or inflection points

4. KEY TAKEAWAYS
   - Conclude with 3-5 bullet-point insights that tie the charts together
   - Highlight anything that may require action or further investigation

OUTPUT CONSTRAINTS:
- Visual style: clean, professional, minimal clutter; use the specified brand/style colors if provided
- Label all axes, include units (currency, percentages), and add data labels where they aid readability
- Design for the stated audience: board presentations need high-level summaries; team meetings can include more granular detail
- All charts must be accurately scaled; never use misleading truncated axes
- If data is insufficient for a requested chart, explain what additional data is needed rather than fabricating values

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MY INFO:

Report Type (Quarterly P&L / Annual Revenue / Budget vs Actual / Cash Flow / Custom): (required)
Financial Data (paste key numbers or upload file): (required)
Time Period: (required)
Charts Needed: (required)
  1.
  2.
  3.
Audience (board presentation / investor update / team meeting / other): (required)
Style/Colors: (optional)
Company Name: (optional)
Comparison Benchmarks (industry averages, prior year, budget targets): (optional)