{"id":"data2-dashboard-tile-help-text-nrr","audience":"analysts","category":"data","track":"data","technique":"format","level":"beginner","title":"Write the help text for a dashboard tile","free":false,"task":"You're adding hover help text to the Net Revenue Retention tile. Write exactly 3 labeled lines in plain text, under 80 words: What it shows:, How it's calculated: and Updated:. Use the exact period and source from the notes, plain words a sales manager understands, and no jargon like 'cohort' or 'MRR'.","materialLabel":"Tile notes (attached to your prompt automatically)","material":"Dashboard tile: Net Revenue Retention (NRR)\n\nCurrent value: 104%\n\nHow it's built (from the BI doc):\n- Period: the trailing 12 months, ending last month.\n- Take the monthly recurring revenue (MRR) from customers who were paying 12 months ago.\n- Add any upgrades, subtract downgrades and cancellations from those same customers.\n- Divide today's total by the total from 12 months ago.\n- New customers who joined in the last 12 months are not included.\n- Source table: finance.mrr_by_customer.\n- Refreshes automatically on the 3rd business day of each month, after finance closes the books.\n- Owner: FP&A (fpa@cobalt.example).\n\nAudience: sales managers, who know what \"renewal\" and \"upgrade\" mean but not data terms.\n\nCommon confusion: people think 104% means the company grew 4% overall; it only covers existing customers.","rules":[{"type":"plainText"},{"type":"maxWords","max":80}],"mistakes":[{"title":"Defining it with jargon","why":"The AI uses MRR and cohort in the definition.","fix":"Add: \"No words like cohort or MRR.\"","checks":["r0"]},{"title":"Leaving out new customers","why":"The AI says 'revenue growth' and misses the exclusion.","fix":"Add: \"Say new customers are not included.\"","checks":["r1"]},{"title":"Vague refresh","why":"The AI says 'updated regularly'.","fix":"Add: \"Updated: 3rd business day of each month, after the books close.\"","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":"Gives the three labels","patterns":["what it shows:","how it.s calculated:","updated:"]},{"label":"Bans jargon","patterns":["no (words like|jargon)","cohort","mrr"]},{"label":"Heads off the misconception","patterns":["104%","4%","new customers"]},{"label":"Gives the refresh timing","patterns":["3rd business day"]},{"label":"Caps length","patterns":["under \\d+ words","no intro"]}],"hint":"Tooltip text is tiny. Give it labels, word caps, and the misconception to head off.","mission":"Write tooltip text for a NRR tile.","musts":["Three labeled lines","No jargon","Head off the confusion"],"rubricLabels":["What it shows explains that it measures how much revenue from customers who paid a year ago is left (and grown) today, and that 104% means those customers pay more in total, not that the company grew 4% overall","How it's calculated says take what those customers paid 12 months ago, add upgrades, subtract downgrades and cancellations, and divide, with new customers left out, without using the terms cohort or MRR","Updated says it refreshes on the 3rd business day of each month after the books close, and the reply is exactly three lines starting What it shows:, How it's calculated: and Updated:"]}