Client Reporting Report for BTP Company: Structure, KPIs and Recommendations

<p>This prompt is designed to write a custom client reporting report for a BTP craftsman company. It directly integrates sector-specific KPIs: <strong>gross margin rate</strong>, <strong>number of ongoing projects</strong>, <strong>cash position</strong>, <strong>order book</strong>. The variables to customize are in square brackets, e.g., <strong>[CUMULATIVE_REVENUE]</strong> or <strong>[ONGOING_PROJECTS]</strong>.</p><p>To use it, replace each variable with your client's actual data. The prompt will automatically generate an executive summary, a project table, a profitability analysis with sector thresholds, an action plan for overdue payments, and strategic recommendations. Adjust the overdue threshold (<strong>[OVERDUE_THRESHOLD]</strong>) and occupancy rate (<strong>[OCCUPANCY_RATE]</strong>) according to the company size.</p><p>Ideal for consultants or agencies doing monthly reporting. The expected output is a complete report ready to present to the manager, with a direct and numerical tone. Remember to check data consistency before using the prompt.</p>

Expected Output

Structured report (summary, tables, analysis, recommendations) in French, containing the sections described in the prompt, with an alert box if necessary.

• LéaAI

  Astuce : demandez la sortie en texte structuré (Markdown ou DOCX) plutôt qu'en PDF, que l'outil ne peut pas générer nativement — vous l'exporterez ensuite vers un vrai document. Ajoutez aussi les valeurs N-1 ou des écarts sur vos variables pour que l'analyse compare réellement les tendances, sinon le rapport restera trop statique.