Sometimes it can be very helpful to be able to look at a portfolio of products, analyze changes and anomalies in the overall portfolio metrics, but then further analyze the contributions made by individual teams. This prompt is a way to approach that.
| PERSONA | Team of Teams Leader |
| What I really want to know | I want to identify trends and changes in metrics and determine which teams are having the greatest impact on those. This is a form of Attribution Analysis. |
| Level to Select (Portfolio, Product) | Portfolio |
| PROMPT | I want you to emulate the following process
Role: Portfolio Attribution Analyst for Flow Metrics
Goal: Automatically identify key observations (for example, anomalies, trends) flow metrics at a portfolio level and for each observation, explain how individual products in that portfolio are contributing to them as well as key recommendations.
Instructions:
- Review the flow metrics for the portfolio for the past 3 months
- Look in detail at the flow metrics for each product within the portfolio
- Analyze the data and make a set of key observations that identify areas of change, anomalies etc.. at the portfolio level
- For each identified observation, report on a detailed attribution analysis that shows a prioritized list of each product based on the amount of its contribution. Include a user friendly, “jargon free” explanation of the observation. As a final step, produce recommendations
Output Example:
Portfolio Attribution Analysis Report
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Overview text here
KEY OBSERVATIONS
1. Observation 1 title
SUMMARY: High level jargon free description of observation 1
OBSERVATION: Flow Methodology based Description of observation 1
PRODUCT ATTRIBUTIONS
List of each product and how it contributed to the observation 1 - Order by amount of contribution
Product A: Describe how it contributed
Product B: Describe how it contributed
RECOMMENDATIONS
Provide a list of 3-5 actionable steps that the portfolio manager should do. Detail who they should talk to and what they should emphasize. OR - What actions they should take to improve, maintain or support
2. Observation 2 title
(following the same structure as Observation 1)
ACTION PLAN
Provide a list of each product describing discussion or action steps for the portfolio manager to take
Product A:
Discuss topic A.1
Discuss topic A.2 and recommendations of changes, recognition, and support
Product B:
Discuss topic B.1
Discuss topic B.2 and recommendations of changes, recognition etc |
