Top AI Prompts for Business Analytics with ClickUp Brain

List 5 tailored KPI dashboards for analyzing retail sales trends, based on the ‘Q1 Sales Data’ report.

Use Case: Speeds up dashboard creation by leveraging historical data insights.

ClickUp Brain Behaviour: Extracts relevant metrics and sales patterns from linked reports to recommend dashboard layouts.

What new customer segments are gaining traction in the 2024 e-commerce market?

Use Case: Supports targeted marketing strategies with up-to-date segment analysis.

ClickUp Brain Behaviour: Synthesizes findings from internal market research documents; Brain Max can supplement with external data if accessible.

Create a structured analysis plan focusing on reducing customer churn, referencing ‘Churn Study 2023’ and previous retention reports.

Use Case: Aligns analytics and marketing teams on actionable insights.

ClickUp Brain Behaviour: Extracts key factors and historical data to formulate a comprehensive plan.

Compare quarterly financial benchmarks between Company A and Company B using the ‘Financials Q2’ document.

Use Case: Enables quick competitive financial analysis without manual data compilation.

ClickUp Brain Behaviour: Pulls tabular and narrative data from internal sources to deliver a concise comparison.

Identify leading data visualization tools favored by business analysts, referencing internal survey results and industry reports.

Use Case: Guides tool selection for analytics teams.

ClickUp Brain Behaviour: Scans documents to highlight frequently mentioned tools and their benefits.

From the ‘Data QA Guidelines’ document, produce a detailed checklist for ensuring data integrity.

Use Case: Simplifies quality control processes with a ready-to-use task list.

ClickUp Brain Behaviour: Extracts criteria and formats them into an actionable checklist within tasks or docs.

Outline three current predictive analytics methods from recent research papers and internal project notes.

Use Case: Keeps analytics teams informed on innovative modeling approaches.

ClickUp Brain Behaviour: Identifies recurring themes and techniques from linked documents.

Summarize key themes from customer feedback collected in the ‘2024 Satisfaction Survey’.

Use Case: Helps product teams prioritize improvements based on user sentiment.

ClickUp Brain Behaviour: Extracts and categorizes feedback patterns from survey data.

Write concise executive summaries for quarterly analytics reports using the tone guidelines in ‘CommunicationStyle.pdf’.

Use Case: Accelerates report preparation with consistent messaging.

ClickUp Brain Behaviour: References tone documents to suggest summary drafts aligned with brand voice.

Outline recent data privacy regulations and their implications for analytics workflows.

Use Case: Ensures compliance teams stay updated on evolving legal requirements.

ClickUp Brain Behaviour: Reviews linked compliance documents and summarizes key points; Brain Max can access public updates if available.

Create placement and formatting guidelines for accessible data visualizations, referencing industry standards and internal policies.

Use Case: Promotes inclusive analytics reporting.

ClickUp Brain Behaviour: Extracts standards and best practices from documents to form a compliance checklist.

Using ‘Risk Management Framework’ PDFs and project documentation, generate a checklist to evaluate data project risks.

Use Case: Helps project managers identify and mitigate potential issues.

ClickUp Brain Behaviour: Pulls criteria from PDFs and organizes tasks by risk category and priority.

Summarize differences in data governance policies between Sales, Marketing, and Finance departments.

Use Case: Supports harmonization of data management practices.

ClickUp Brain Behaviour: Extracts and consolidates policy details into an easy-to-review format.

Highlight emerging trends in real-time analytics usage from internal reports and industry analyses.

Use Case: Guides strategic planning for analytics infrastructure.

ClickUp Brain Behaviour: Synthesizes insights from multiple sources to reveal adoption patterns.

Extract and prioritize usability concerns reported in the ‘Dashboard Feedback’ folder.

Use Case: Drives targeted improvements in dashboard design.

ClickUp Brain Behaviour: Analyzes feedback notes and support tickets to identify common pain points.

Specify the business context

Vague prompts yield broad results. Include details like industry sector (e.g., "retail sales" or "manufacturing output"), analysis objective (e.g., "identify sales trends" or "reduce production costs"), or data scope (e.g., "Q1 2024" or "customer demographics").

Example: "Generate a monthly sales performance report for the North American retail division focusing on seasonal trends."

Leverage side-by-side analysis

AI excels at contrasting datasets or strategies. Use prompts like "compare X and Y" to evaluate product lines, customer segments, or marketing campaigns.

Example: "Compare customer retention rates between email and social media campaigns over the past year."

Focus on actionable outcomes

Treat your prompt as a business task. Instead of "Analyze data," specify the desired insight or decision support:

Example: "Develop a dashboard highlighting underperforming product categories to guide inventory adjustments."

Specify the format you need

Want a summary table, trend chart description, KPI list, or presentation outline? Define it clearly. AI delivers better when output expectations are set.

Example: "Provide a bullet-point list of top five factors affecting customer churn with brief explanations."