{"id":"data2-dashboard-narration-cfo-brief","audience":"finance","category":"data","track":"data","technique":"audience","level":"advanced","title":"Narrate a dashboard for the CFO in three lines","free":false,"task":"Priya Raman, the CFO, opens the monthly dashboard and wants a spoken-style brief she can read in 30 seconds. Write exactly three labeled lines in plain text: Headline, Watch and Ask, under 100 words in total. Headline must treat the one-time license fairly, Watch covers the two metrics moving the wrong way, and Ask is one yes/no question for her about the board deck.","materialLabel":"Dashboard panel values (attached to your prompt automatically)","material":"Monthly finance dashboard - October (Harbor Analytics)\n\nRevenue: $4.20M actual vs $4.00M plan (+5%)\n  Footnote: includes a $0.30M one-time perpetual license sale; recurring revenue is $3.90M.\nGross margin: 61% actual vs 64% plan (-3 points)\nOperating cash: $8.4M vs $9.0M plan\nDays sales outstanding (DSO): 52 days vs 45 days plan\nHeadcount: 212 vs 215 plan\nCustomer count: 1,840 vs 1,800 plan\n\nNotes from FP&A:\n- Margin dip came from higher cloud hosting costs after the September migration.\n- DSO rose because two large invoices (total $0.9M) were paid late and have since been received in the first week of November, after month end.\n- The board deck currently shows revenue as $4.20M with a green arrow.\n- Priya is in a hurry; she prefers a number in each sentence and no hedging words like \"maybe\".","rules":[{"type":"plainText"},{"type":"maxWords","max":100}],"mistakes":[{"title":"Celebrating the headline","why":"The AI reports +5% over plan and misses that the license is one-time.","fix":"Add: \"Show revenue with and without the $0.30M one-time license.\"","checks":["r0"]},{"title":"Listing every metric","why":"The AI covers headcount, customers and cash, burying the two problems.","fix":"Add: \"Watch covers only gross margin and DSO, actual vs plan.\"","checks":["r1"]},{"title":"Ending with a vague ask","why":"The AI closes with 'let me know your thoughts'.","fix":"Add: \"Ask: one yes/no question about the board deck's green revenue arrow.\"","checks":["r2"]},{"title":"Leaving the format to chance","why":"The AI picks its own length and layout unless told the exact shape.","fix":"Add: \"Plain text, no bold or headings.\"","checks":["plainText"]},{"title":"Trusting the AI to count words","why":"AI is bad at counting. Ask for a total word limit and it often lands over it.","fix":"Cap each part instead, for example \"each line under 15 words.\"","checks":["maxWords"]}],"promptHints":[{"label":"Names the reader","patterns":["cfo","priya"]},{"label":"Asks for the three lines","patterns":["headline:","watch:","ask:"]},{"label":"Handles the one-time license","patterns":["one.time","license","recurring","without"]},{"label":"Picks the two weak metrics","patterns":["margin","dso"]},{"label":"Fixes the ask","patterns":["yes/no","one question","board deck"]}],"hint":"The reader is a CFO who skims. Name her, give the exact lines, and make the footnote part of the headline.","mission":"Summarize this dashboard for the CFO.","musts":["Exactly three labeled lines","Adjust for one-time license","One yes/no ask"],"rubricLabels":["Headline says revenue was $4.20M, 5% above plan, but $3.90M without the $0.30M one-time license, which is 2.5% below the $4.00M plan","Watch names gross margin at 61% versus 64% plan and DSO at 52 days versus 45 days plan (it may add the hosting or late-invoice cause)","Ask is a single yes/no question about whether the board deck should show recurring revenue (or flag the one-time license) instead of a green $4.20M, and there are exactly three lines starting Headline:, Watch: and Ask:"]}