Monthly Trend Analysis

Analyse data for month-over-month trends, seasonal patterns, and growth rates

🧪 Tested by a human Advanced 👤 Analyst 👤 Finance 👤 Manager
Analyse this data by month and show me: (1) Month-over-month change (percentage), (2) The best and worst performing months, (3) Any seasonal patterns you can detect, (4) The overall trend direction (growing, declining, or flat). Add a trend line chart and forecast the next 3 months based on the pattern.

Works on

⭐ M365 Copilot (Best)

Copy & Open in

Prompt is copied to your clipboard when you click

Tips for Best Results

  • Ensure your date column is formatted as proper dates (not text)
  • At least 6 months of data gives better trend detection
  • Add “State your confidence level in the forecast” to set expectations

📎 More Prompts

Budget vs Actual Tracker

●●
Set up a budget tracker with monthly columns for budget and actual, auto-calculated variance, conditional formatting, YTD totals, forecast, and dashboard summary.
⭐ M365 🟢 GPT 🟠 Claude

Build a Complex Formula

●●●
Create a formula that [DESCRIBE WHAT YOU NEED — e.g., calculates the priority score based on severity (High=3, Medium=2, Low=1) multiplied by the number of days open, then sorts into Critical/High/Medium/Low tiers]. Explain how the formula works step by step so I can modify it later.
⭐ M365

Create an Insightful Chart

●●
Create a chart that best shows [WHAT YOU WANT TO VISUALISE — trends over time / comparison between categories / distribution of values] from this data. Choose the most appropriate chart type. Add clear labels, a title, and a legend. Then explain in one sentence what the chart tells us.
⭐ M365
💬