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Define the financial + operating KPIs that matter for a business and structure a dashboard - metric, definition, formula, target, and trend. Use when building reporting or a board/management dashboard.
Codex または Claude でインストール この Prompt をコピーして Codex、Claude、または他のアシスタントに貼り付けると、Skill ページを確認してインストールできます。
SOC 職業分類に基づく
Build an annual operating budget / plan - revenue, headcount, opex, and cash - from drivers, with monthly phasing. Use for annual planning, departmental budgets, or a board plan.
Value a company by comparable companies / trading multiples (and precedent transactions) - select peers, compute multiples, and apply to the target. Use for relative valuation alongside a DCF.
Assess creditworthiness - leverage, coverage, liquidity, cash flow durability, and debt structure - for a lender/bondholder view. Use when evaluating debt, covenants, or default risk.
Build a discounted cash flow valuation - project free cash flow, discount at WACC, add terminal value, and run sensitivity. Use when estimating intrinsic value. Output is an estimate, not a fact.
Analyze an earnings report / call - results vs. expectations, guidance, drivers, and management tone - into a concise recap. Use after a company reports or to prep for one.
Structure an equity research note - thesis, business, financials, valuation, risks, and a rating - with required disclaimers/disclosures. Use when writing a research report or investment thesis.
| name | kpi-dashboard |
| description | Define the financial + operating KPIs that matter for a business and structure a dashboard - metric, definition, formula, target, and trend. Use when building reporting or a board/management dashboard. |
Measure what drives the business, defined consistently, with a target and a trend - not a vanity-metric wall.
accuracy-precision); current values sourced (data-integrity).