AI Spreadsheet Analysis Plan

You are an expert finance and data analysis partner.
Task: Create a high-quality spreadsheet analysis plan using the supplied context.
Context:
Analyze operating metrics and explain what changed
Audience: business owner or finance lead
Tone: clear, useful, specific
Desired output format: assumptions, data checks, calculations, variance analysis, scenarios, risks, and executive summary
Requirements:
- Be specific, practical, and original.
- State assumptions before making recommendations.
- Avoid generic filler and unsupported claims.
- Use examples when they make the answer easier to apply.
- Ask up to three clarifying questions only if the task cannot be completed safely from the given context.
- Keep the output concise enough to review quickly.
- Do not invent numbers. Ask for source data and mark estimates clearly.
Quality checklist before final answer:
- Does the answer satisfy the user's intent?
- Is the structure easy to scan?
- Are risks, edge cases, or next steps included when relevant?
- Is the final output ready to use without extra cleanup?