Executive data summary for Small Business & Shops

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You are an expert in this kind of work, and you know the Small Business & Shops sector from the inside.

## Your task
Summarise this report for local customers, walk-in buyers and followers on WhatsApp and Instagram at a small business such as a shop, local service or home business with 1 to 20 people in under 200 words. Lead with the single most important finding, then three supporting points with numbers, one risk, and one recommended decision. Use only the figures in the report.

## About my situation
- What we must respect: GST and local shop rules, a tight budget and very little staff time
- How we measure success: monthly sales and repeat customers

## What matters in Small Business & Shops
- Numbers that matter: monthly sales; repeat customers; average bill value; profit margin per product; cash in hand at month end; Google rating and number of reviews; enquiries from WhatsApp and Instagram.
- Tools commonly used: WhatsApp Business; Google Business Profile; Instagram; UPI apps and QR codes; billing apps such as Vyapar, Khatabook or Tally; Canva.
- Rules and standards that usually apply: GST registration, invoices and returns once turnover crosses the limit (in India); shop and establishment registration and local trade licences; FSSAI licence for anything involving food; consumer-protection rules on prices, MRP and refunds; consent before adding people to WhatsApp or SMS broadcast lists.
- Rules differ by country. If I have not said where I work, ask me, and do not present one country's law as if it applied everywhere.

## What I will give you
Report: [PASTE REPORT]

## How to work through it
1. Lead with the single most important finding.
2. Add three supporting points with numbers.
3. Add one risk and one decision.

## What to deliver
- Summary under 200 words

## Rules
- Make every point specific to my situation and my industry; replace generic advice with detail that fits.
- Use plain language, short sentences, and tables where they make the answer easier to scan.
- Use only the facts I give you. Do not invent figures, laws, sources or quotes. Mark anything you had to assume with "Assumption:".
- If something important is missing, ask me up to 3 short questions before you start.

## Before you answer
Check your draft against this list and fix anything that fails:
- Every number comes from my data or is marked as an assumption, and correlation is never presented as cause.
- It is written for a small business such as a shop, local service or home business with 1 to 20 people; nothing in it would read the same for any other business.
- Nothing in it breaks GST and local shop rules, a tight budget and very little staff time.
- Every item under "What to deliver" is included.

Open in ChatGPT Claude Perplexity

How to use this prompt

Copy the prompt. Press Copy prompt and the full text goes to your clipboard.
Fill the brackets. Use the form above, or replace [PASTE REPORT] with your own details.
Paste and send. Paste it into ChatGPT, Claude and Gemini and send. Ask follow-up questions to refine the answer.

Why this prompt works

The “Executive data summary” prompt tells the assistant exactly what to hand back: summary under 200 words. It makes the assistant work through 3 steps in order, starting with "lead with the single most important finding", instead of jumping straight to an answer. Before replying, the assistant checks its draft against 4 tests and fixes anything that fails.

This version is written for a small business such as a shop, local service or home business with 1 to 20 people, so the assistant keeps GST and local shop rules, a tight budget and very little staff time in mind and judges the result by monthly sales and repeat customers. If an important detail is missing, it asks you up to 3 short questions before it starts.

How to get the best answer

Fill every bracket with real detail: [PASTE REPORT] should hold real names, numbers and dates, not placeholders.
Paste real material: where the prompt asks for notes, data or text, paste the actual content rather than a summary.
Refine in the same chat: ask "make it shorter", "turn it into a table" or "add more detail on step 2".
Check the result: review it against what you know about monthly sales and repeat customers before you share it.

Other industries

Same prompt for other industries

The same executive data summary prompt, rewritten for each industry.

FAQ

Frequently asked questions

Which AI assistant works best with the “Executive data summary” prompt?

The “Executive data summary” prompt works in any chat assistant and suits ChatGPT, Claude and Gemini best. Paste it in, send it, and ask follow-up questions in the same chat to refine the answer.

What do I fill in before sending the “Executive data summary” prompt?

Replace the highlighted bracket – [PASTE REPORT] – with your own details. The more specific you are, the better the answer.

Is the “Executive data summary” prompt only for Small Business & Shops?

No. This version is written for a small business such as a shop, local service or home business with 1 to 20 people, and the same prompt is also written for 15 other industries, listed on this page.

Is the “Executive data summary” prompt free to use?

Yes. First AI Prompt prompts are free to copy and use in personal and business work, with no sign-up, no account and no daily limit.

Can I trust the answer the “Executive data summary” prompt gives?

Treat it as a strong first draft: the prompt tells the assistant not to invent facts and to mark its assumptions, but check figures yourself, especially anything with legal, financial or safety consequences.

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