Transform Financial KPIs into Plain-English Reports

Financial KPIs are essential for business decision-making, but they often remain inaccessible to team members without financial expertise. Many professionals struggle to translate complex metrics like EBITDA, CAC, or LTV into actionable insights that non-financial stakeholders can understand and apply. This communication gap leads to missed opportunities, misaligned priorities, and decisions that aren't fully informed by financial realities.

By leveraging ChatGPT to transform technical financial metrics into plain-English narratives, you can democratize financial insights across your organization, ensuring everyone understands the story behind the numbers and can make better-informed decisions.

The Financial Translation Framework

Follow this framework to transform complex financial metrics into accessible insights:

Step 1: Gather Your Financial Data

Before engaging with ChatGPT, collect:

• The specific KPIs or financial metrics you need to translate

• Recent values and trends for these metrics

• Any relevant context or business events that might explain changes

• The intended audience for your plain-English translation

This preparation ensures your translations will be accurate and relevant.

Step 2: Basic Financial Translation Prompt

Start with a straightforward translation of your metrics:

Financial Translation Prompt I need to translate these financial metrics into plain English for [target audience]: Metrics: - [Metric 1 name]: [current value] (previously [previous value]) - [Metric 2 name]: [current value] (previously [previous value]) - [Metric 3 name]: [current value] (previously [previous value]) Please help me by: 1. Explaining each metric in simple, non-technical language 2. Interpreting what the current values and trends suggest 3. Highlighting the most significant changes and their implications 4. Connecting these financial indicators to everyday business operations 5. Avoiding financial jargon while maintaining accuracy

This prompt helps transform raw financial data into accessible explanations that non-financial team members can understand and apply.

Step 3: Narrative Financial Report Prompt

Next, create a cohesive narrative that tells the story behind the numbers:

Financial Narrative Prompt Based on our financial metrics, please create a plain-English narrative report: Key metrics and context: - [Summarize key metrics from previous prompt] - Business context: [Add relevant business events] - Audience: [Describe who will read this narrative] Please structure this as a brief narrative that: 1. Opens with the most important financial insight 2. Explains how our key metrics connect to each other 3. Translates financial trends into practical business implications 4. Highlights potential opportunities or concerns 5. Closes with 1-2 key takeaways for non-financial stakeholders

This prompt helps create a cohesive story that connects different metrics and makes their significance clear to non-financial readers.

Step 4: Audience-Specific Implications Prompt

Tailor the financial insights for specific team needs:

Audience-Specific Implications Prompt Please help me translate these financial insights for our [department name] team: Financial summary: [Paste the narrative from the previous step] Our [department name] team is currently focused on: - [Key initiative 1] - [Key initiative 2] - [Key initiative 3] Please help them understand: 1. How these financial metrics impact their current initiatives 2. Which aspects of their work are most affected 3. What specific actions they might consider in response 4. How they could contribute to improving key metrics 5. What warning signs or opportunities they should watch for

This prompt helps different departments understand how financial metrics relate specifically to their work and responsibilities.

Implementation Tips for Effective Financial Translation

1. Maintain Accuracy: Simplify without distorting the underlying financial realities.

2. Know Your Audience: Tailor explanations to the specific knowledge level of your target readers.

3. Focus on Relevance: Emphasize the metrics that most directly impact your audience's decisions.

4. Use Consistent Analogies: Develop standard comparisons for key metrics and use them consistently.

5. Invite Questions: Encourage non-financial stakeholders to ask for clarification when needed.

Need expert guidance on implementing AI-powered financial communication for your business? Contact AI Business Success Mentoring today. Visit ai-bsm.com to schedule your consultation.