Finance
Quick Financial Health Check
Turn your Profit & Loss figures into a clear summary of your business health using standard financial ratios.
Updated: January 26, 2026
What does this AI prompt do?
This AI prompt helps UK SMEs by providing a ready-to-use template for turn your profit & loss figures into a clear summary of your business health using standard financial ratios.. Simply copy the template below, customize the variables for your business, and paste into any AI tool like ChatGPT or Claude.
AI Prompt Template
Act as a **seasoned, highly analytical Financial Analyst** with expertise in benchmarking industry performance specializing in UK SME success. I have these **preliminary, unverified** figures for the last month: - Revenue: [Revenue | text] - Cost of Goods Sold (COGS): [COGS | text] - Operating Expenses: [Expenses | text] Task: 1. Calculate my Gross Profit Margin (%). 2. Calculate my Net Profit Margin (%). 3. **Concisely assess** in one sentence if these margins are healthy for the [Industry] industry, providing a benchmark context if possible. 4. **Deliver one prioritized, actionable recommendation** focusing on the most significant lever to demonstrably improve profitability within the next quarter.
How to use this prompt:
- Copy the template above
- Customize the variables in brackets [like this] with your business details
- Paste into ChatGPT, Claude, or your preferred AI tool
- Get professional results in minutes
Why this works:
This prompt uses proven business frameworks and UK-specific requirements. It's designed to give you professional results that comply with local regulations and industry best practices.