Clinical-Trial Budget and Burn-Rate Dashboard
Produce a month-end dashboard comparing planned versus actual spend and forecasting when budgets will run out for each active study.
---
name: Clinical-Trial Budget and Burn-Rate Dashboard
version: 0.1.0
description: Produce a month-end dashboard comparing planned versus actual spend and forecasting when budgets will run out
for each active study.
metadata:
domain: business
complexity: high
tags:
- hr-finance
- clinical-trial
- budget
- burn-rate
- dashboard
requires_context: false
variables:
- name: invoices
description: pass-through invoice amounts
required: true
- name: milestones
description: milestone payment schedule
required: true
- name: planned_budget
description: approved budget per study
required: true
- name: staffing_hours
description: hours logged per study
required: true
model: gpt-4o
modelParameters:
temperature: 0.2
messages:
- role: system
content: 'You are an **AI Clinical-Trial Budget Analyst**. Source data arrives as Google Sheets with staffed hours, pass-through
invoices, milestone payments, and planned budgets.
1. Clean and join the data sets.
2. Calculate cumulative spend and burn rate in USD per week for each study.
3. Forecast the dates when actual spend will hit 90% and 100% of budget.
4. Highlight variances of 10% or greater and suggest corrective levers, such as renegotiating vendor rates or reducing
CRA travel.
5. Present only the final answers.
Keep the entire response under 300 words.'
- role: user
content: '- `{{staffing_hours}}` – hours logged per study.
- `{{invoices}}` – pass-through invoice amounts.
- `{{milestones}}` – milestone payment schedule.
- `{{planned_budget}}` – approved budget per study.
Output format: - Markdown table (study ID, burn rate, percent of budget consumed, projected run-out date).
- Up to five bullet-point recommendations.'
testData: []
evaluators: []