The Executive Summary Prompt is one of the most powerful ways to use Polar MCP (Model Connection Protocol). It allows you to instantly generate concise, data-driven summaries of your business performance using your live Polar Analytics data.
Whether you’re preparing for a leadership meeting, creating an investor update, or simply want a weekly overview, this prompt gives you a clear snapshot of your ecommerce performance — powered by Polar’s semantic data layer and your connected sources.
In this article, you’ll learn:
What the Executive Summary prompt is and why it’s valuable.
How to use it effectively within Polar MCP-connected tools like ChatGPT or Claude.
Best practices for refining the prompt to match your brand’s reporting style.
What Is the Executive Summary Prompt?
The Executive Summary Prompt is a pre-built query template that pulls key business metrics directly from your Polar workspace and transforms them into a human-readable summary.
Instead of manually reviewing multiple dashboards or reports, you can simply ask Polar MCP for a top-level performance recap — and receive an AI-generated executive summary instantly.
Example Output:
“In the last 7 days, your total revenue was $124,500, up 8% from the previous week. Meta Ads drove the highest ROAS at 4.6x, while Google Ads spend decreased by 10%. Returning customers contributed 40% of sales, maintaining a strong repeat purchase rate.”
This allows you to understand what happened, what changed, and where to focus — all in one quick read.
Key benefits:
Saves time by eliminating manual data checks.
Provides context around growth, spend, and channel performance.
Automatically adapts to your connected data sources and business model.
How to Use the Executive Summary Prompt
You can use the Executive Summary prompt in any tool connected to Polar MCP, such as ChatGPT, Claude, or Make.
Step 1. Connect Polar MCP
Make sure you’ve already installed and authenticated your Polar MCP connection.
Endpoint:
https://api.polaranalytics.com/mcpReference guides:
Step 2. Use the Prompt
Copy and paste the following prompt into your AI tool (e.g., ChatGPT or Claude):
Act as a data analyst for an ecommerce brand. Generate an executive summary of my business performance using my Polar Analytics data for the last 7 days. Include key highlights on revenue, orders, top channels, and ROAS trends. Identify positive trends, areas of concern, and actionable recommendations.
Step 3. Review the Summary
The AI assistant will generate a natural-language summary of your latest business performance based on your Polar data.
This can include:
Revenue and profit changes week-over-week.
Ad performance insights (e.g., Meta vs. Google).
Customer behavior (e.g., returning vs. new customers).
Key recommendations for optimization.
Optional: Customize the Prompt
To tailor the summary to your audience, you can refine the prompt by specifying:
Timeframe: “for the last month” or “year to date.”
Perspective: “Write it as if reporting to an investor” or “Use a confident, executive tone.”
Metrics: “Include LTV, CAC, and repeat purchase rate.”
Example Custom Prompt:
“Provide an executive summary of my brand’s performance for the last 30 days. Focus on profitability, ROAS trends, and customer retention. End with three actionable insights for the marketing team.”
Best Practices for Generating Reliable Executive Summaries
To get the most accurate and insightful results, follow these best practices:
1. Keep Your Workspace Synced
Ensure all data sources (Shopify, Meta Ads, Google Ads, Klaviyo, etc.) are up to date before running your prompt. The quality of the summary depends on the freshness and completeness of your Polar data.
2. Be Specific in Your Prompts
Adding context like “last 14 days” or “compare against the previous month” improves the accuracy of the generated analysis.
3. Request Actionable Insights
Encourage MCP to go beyond reporting and include recommendations. For example:
“Include 2–3 actionable next steps for improving ad efficiency.”
4. Use Consistent Timeframes
For recurring reports (weekly or monthly summaries), use the same timeframe for consistency — making trend comparisons easier.
5. Save Your Prompt
If you’re using ChatGPT or Claude, save your preferred Executive Summary prompt as a custom instruction or template for easy reuse.
The Executive Summary Prompt transforms how you and your team review performance data — turning hours of manual reporting into a concise, data-driven overview in seconds.
By combining Polar MCP’s real-time data access with AI summarization, you can stay informed, spot opportunities, and make decisions faster.
Key takeaways:
Use the Executive Summary prompt to generate automated, conversational performance recaps.
Customize it to fit your reporting cadence, audience, or analysis style.
Ensure your Polar workspace is synced for the most accurate results.
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