ShortcutsGPT

ChatGPT Prompts for Financial Management

There are 84 prompt in this category

Invoice Balance Calculation

This prompt asks for help in determining the remaining amount to be paid on an invoice, considering the product or service, quantity, price, and any applicable taxes or discounts.

Invoice Creation

This prompt requests assistance in creating an invoice for a specific company, including details about a product or service, quantity, and price. It also requires calculating the total amount after considering taxes or discounts.

Invoice Payment Terms Construction

This prompt is used to request assistance in constructing the language and organizing the structure of the payment terms for a specific company's invoice.

Invoice Reminder Generator

This prompt generates a personalized reminder message for a client about an upcoming invoice, including the due date and the total amount due.

Marketing ROI Analysis

This prompt is used to request an analysis of the return on investment (ROI) for each marketing avenue of a specific company over a particular time period. It also asks for advice on how to adjust the marketing budget based on the income from these avenues.

Marketing Strategy Adjustment

This prompt asks for suggestions on how a specific company can modify its existing marketing plan to more effectively reach its ideal customers.

Maximizing Social Media Engagement

This prompt asks for techniques that a specific company can use to maximize their social media presence and actively engage with their target audience through their marketing campaigns.

Overdue Invoice Reminder Generator

This prompt generates a personalized reminder message for a client about an overdue invoice, including the due date, the number of days late and an inspirational message to encourage payment.

Payment Plan for Agency Services

This prompt is used to seek assistance in developing a payment plan for the services offered by an agency. It requires input of two types of services and the price range to help generate a suitable and fair plan.

Payment Plan for Project-Based Services

This prompt helps in formulating a payment plan for a project that an agency will be undertaking for a client. It requires input of the client's name and project budget. The aim is to create a payment schedule that aligns with the agency's deliverables.

Payment Plan Request Reply

This prompt is used to draft a reply for a client who is seeking a payment plan to settle their outstanding balance. The response acknowledges their request, details the payment plan conditions, and confirms their agreement to it.

Potential Budget Overruns and Solutions

This prompt is used to request information about any potential budget overruns for a particular project. It also asks for specific costs that are exceeding the estimated figures and suggestions for resolving the issue.

Pricing Strategy Fine-tuning

This prompt is for generating ideas on how to fine-tune a pricing strategy to improve the revenue of a specific product or service in a particular market. It takes into consideration factors like demand elasticity, the competitive scenario, and customer segmentation.

Project Cost Estimation

This prompt is used to request a detailed cost estimate for a specific project. It requires a breakdown of expenses and a schedule for when each expense will be incurred.

Refund Eligibility Confirmation

This prompt is used when you need to confirm if a customer is eligible for a refund according to your company's policy. It includes the product name and asks for the relevant policy details or guidelines.

Refund Process for Cancelled Credit Card

This prompt is used when you need guidance on how to process a refund to a customer who made the initial payment with a now-cancelled credit card. It includes the type of credit card and the refund amount.

Rephrasing Financial Data Analysis Question

This prompt is used to rephrase a question about identifying important patterns and trends in financial data to improve a company's budget and a specific financial metric.

Rephrasing Financial Prediction Report Request

This prompt is used to rephrase a question about creating a financial prediction report for a company over a specific timeframe, taking into account certain market conditions and industry trends.

Resource Allocation Strategies

This prompt is used to generate a response that suggests strategies for a specific company to better allocate its resources within budget limitations in order to accomplish its business goals for a specified year.

Revenue Forecast Creation

This prompt is for creating a revenue forecast for a specific business unit or region. It uses historical data and other relevant factors and also includes any possible risks or opportunities that could affect revenue growth.

Revenue Growth Enhancers Identification

This prompt is used to identify the main elements that are enhancing the revenue growth for a specific company and how these elements can be used to improve the revenue projection for a certain time frame. The prompt also instructs to consider key metrics and external factors.

Revenue Growth Rate Prediction

This prompt is for generating a prediction of the revenue growth rate for a specific product or service in a particular market within a defined time frame. It considers market trends, consumer behavior, and other significant factors.

Revenue Projection and Influencing Factors

This prompt is used to generate a response that predicts a company's revenue for a given time period based on historical records and market trends. It also considers possible external factors that may influence these projections.

Rival's Financial Analysis

This prompt is used to request a comprehensive analysis of a rival company's financial figures. It includes the collection and evaluation of their financial statements, with an interpretation of their revenue, expenses, and profitability for a specified time period.

Sensitivity Analysis Request

This prompt is used to request an AI to perform a sensitivity analysis on a specific data point and provide potential outcomes based on two different scenarios.

Strategies for Enhancing Operational Cash Flow

This prompt seeks to explore strategies to improve a company's operational cash flow. It also asks for proposals aimed at increasing operating efficiency, reducing costs, or increasing sales.

Structuring Payment Conditions for Ongoing Services

This prompt is used to seek advice on structuring payment conditions for ongoing services offered by a particular type of business agency in a way that ensures constant money circulation for the business.

Subscription Renewal Reminder

This prompt is used to draft a message as a gentle reminder for a client about their impending subscription renewal. The message includes the due date, total sum due, and encourages early renewal while offering any applicable assistance or resources.

Tax Planning Advice

This prompt is used to request advice from ChatGPT on tax planning strategies to reduce the tax burden for a particular company.

Understanding Financial Terms

This prompt aids users in understanding specific financial terms that they encounter while reviewing financial statements. It provides the definition of the term and explains its impact on the financial performance of the specified company or business over a given time period.

Vendor/Contractor Expense Details

This prompt is used to request a detailed list of all expenses associated with a specific vendor or contractor. It also asks for the payment terms and a comparison to the initially agreed contract terms.