If you use Copilot, Claude, ChatGPT, or other AI tools, try using this prompt to generate reporting on premium growth using data from Ascend:
**"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."**
