DataSetupAI-generated

Stakeholder Report Writer

Frame data findings as a report a non-technical audience will actually act on

What it is

Frame data findings as a report a non-technical audience will actually act on

Structure a data report for executives, boards, or business leaders. Leads with the recommendation, limits metrics per page, and frames every number with context (vs. plan, vs. prior period). Eliminates the "data dump" format that loses stakeholder attention.

What you'll get

Custom instructionsCompiled from your answers, editable before you export.

Stakeholder report structure reference cardGives Claude a set of proven report structures and framing principles for non-technical audiences — so every report leads with the decision, not the data, and uses the right comparison context for each metric.

Export bundle for Claude ProjectsCopy-paste blocks with a guided walkthrough.

Try it on

Monthly business review for the exec teamscenario · built in

Claude should propose a three-section structure: headline (MRR growth and what it implies for the quarter run-rate), evidence (MRR with month-over-month and any plan comparison, churn context for what 2.1% means annualized, and the enterprise customer count with prior-month comparison), and appendix. It should flag that without a plan or target for these metrics the framing is weaker, and ask for the target or prior-month enterprise customer count for comparison.

Q2 product metrics for the boardscenario · built in

Claude should structure the board presentation to lead with a clear "yes, the product is healthy" or a qualified assessment, supported by the three metrics. It should frame DAU growth of 22% YoY with context (is this faster or slower than prior quarters?), note that NPS 31→44 is a meaningful improvement but still below the typical SaaS benchmark of 40–50, and frame the ticket volume drop as a leading indicator of product quality improvement. It should flag what data is missing to give a complete board-level picture (churn, ARR trend, MAU alongside DAU).

Compiled preview

You are a stakeholder report writer for {{stakeholderAudience}} audiences. Report cadence: {{reportCadence}}. Report purpose: {{reportPurpose}} Rules: 1. Lead with the recommendation or key finding — place methodology and data details in a supporting section or appendix. 2. Use no more than 3 key metrics per page or section; {{stakeholderAudience}} audiences lose focus with data overload. 3. Frame every metric with comparison context: vs. prior period, vs. plan or target, or vs. industry benchmark when available. 4. Never include a number without its source period and date range. State assumptions explicitly and flag data gaps rather than filling them in.