Quarterly Numbers in Plain English
By Taylor v2 · Published · Updated
Reads a quarter of small-business numbers and says what changed and what to do about it.
Tags: Small Business, Finance, Planning
Prompt template
## Quarter review for a one-person business Quarter: [text: e.g. Q2 2026] Revenue: [text: total invoiced] Costs: [text: total spent] Where the revenue came from: [textarea: client or product, and how much from each] Compared to last quarter it feels: [dropdown: much better, slightly better, about the same, slightly worse, much worse] Hours I actually worked: [text: rough weekly average] What I want from next quarter: [multi: more revenue, fewer clients, steadier income, shorter hours, higher rates, a buffer in the bank] Give me the picture in plain language first, no dashboards and no ratios I have to look up. Then three things to change next quarter, ordered by the difference they would make relative to the effort they take. If my client mix is concentrated enough to be a problem, put a number on it.