Growth: export Receivables report and use the following prompt with Copilot/Claude/ChatGPT

"Analyze premium growth from my receivables data. Create a new sheet with:

1. Monthly summary table showing:

• Year, Month, Gross Premium (summed from column W based on effective_date in column K)

• Month-over-month $ change and % growth

• Year-over-year $ change and % growth

2. Yearly summary table with:

• Total premium by year

• YoY growth rates

3. Key metrics box at the top:

• Total premium (all time)

• Latest month premium

• Latest MoM and YoY growth %

4. Four charts:

• Monthly premium trend (line chart)

• Annual premium by year (column chart)

• MoM growth rate (column chart)

• YoY growth rate (column chart)

Use formulas (SUMIFS, etc.) so the analysis updates automatically. Format currencies and percentages appropriately."

Aged receivables: export AR Triage tab and use the following prompt with Copilot/Claude/ChatGPT

"Turn this invoice data into an accounting-ready aged receivables report.

Requirements:

- Use the current date as the “As of” date.

- Age invoices by Due Date against open Balance.

- Buckets: Current, 1–30, 31–60, 61–90, 90+.

- Create summary KPIs: Total Open Balance, Open Invoices, Past Due Balance, Past Due Invoices, Partially Paid Count, Oldest Days Past Due.

- Add an aging summary by bucket with invoice count, open balance, % of total, average balance, and largest balance.

- Create a detailed invoice ledger with: Invoice ID, Customer, Status, Type, Due Date, Days Past Due, Aging Bucket, Billing Company, Account Manager, Amount, Balance, Partially Paid?, Paid Amount.

- Only flag partially paid invoices when Balance > 0 and Balance < Amount.

- Do not flag cases where Balance > Amount as partial payments.

- Remove audit-control sections and financing/down-payment review sections.

- Format professionally for accounting review: clear headers, currency/date formats, freeze detail header row, readable column widths, and no formula errors."