FP&A Assumptions Log
Capture the assumptions behind a forecast or budget from discussion, for transparency.
The prompt
For the [forecast/budget], extract from emails and meeting notes the assumptions discussed: - Assumption - Owner / source - Status (agreed / open / disputed) - Sensitivity mentioned Compile an assumptions log for review. Do not invent assumptions; flag gaps.
How to use it
- 1Select Copy the prompt above.
- 2Paste it into Microsoft 365 Copilot.
- 3Replace anything in brackets with your own detail, then send it.
Copilot gathers and drafts. You verify and decide. Check every figure, name and date against the system it came from before you act on it.
Written for
FP&A Lead, Finance Business Partner, Controller
More for Finance
- Finance Critical Guardrails - Read First
- Month-End Close Prep
- Variance Story Draft
- Budget vs Actual Summary
From the source collection in awesome-microsoft-copilot-prompts, licensed CC BY-SA 4.0.