{"id":"data2-run-rate-recurring-only-steps","audience":"finance","category":"data","track":"data","technique":"verification","level":"beginner","title":"Annualize recurring revenue without the one-time fee","free":false,"task":"The dashboard shows an annual run rate that looks too high. Write exactly 3 numbered lines with the math shown: 1 the recurring monthly revenue after removing the one-time item, 2 the annual run rate (monthly times 12), 3 how far the dashboard figure is above it. Plain text, under 60 words.","materialLabel":"Revenue notes (attached to your prompt automatically)","material":"October revenue - Orbit Notes\n\nTotal October revenue: $48,000\n  Includes a one-time onboarding fee of $6,000 from a single enterprise customer (not recurring).\nDashboard \"annual run rate\": $576,000 (calculated as $48,000 x 12).\n\nDefinitions:\n- Annual run rate (ARR basis used by finance) = recurring monthly revenue x 12.\n- One-time fees and services are not recurring.\n\nOther notes:\n- Recurring subscriptions are the only other revenue in October.\n- The board deck quotes the dashboard figure.\n- Seasonality is ignored in this simple measure.","rules":[{"type":"numberedItems","count":3},{"type":"plainText"},{"type":"maxWords","max":60}],"mistakes":[{"title":"Annualizing the total","why":"The AI multiplies $48,000 by 12 and repeats the dashboard.","fix":"Add: \"Remove the $6,000 one-time fee first.\"","checks":["r0"]},{"title":"No working","why":"The AI states $504,000 without the steps.","fix":"Add: \"Write each line with the numbers.\"","checks":["r1"]},{"title":"No gap line","why":"The AI never compares with the dashboard's $576,000.","fix":"Add: \"Line 3: $576,000 - $504,000 = $72,000.\"","checks":["r2"]},{"title":"Leaving the format to chance","why":"The AI picks its own length and layout unless told the exact shape.","fix":"Add: \"Exactly 3 numbered lines. Plain text, no bold or headings.\"","checks":["numberedItems","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":"Asks for three lines","patterns":["3 numbered","exactly 3","start .{0,15}1\\."]},{"label":"Removes the one-time fee","patterns":["6,?000","one.time"]},{"label":"Asks for x 12","patterns":["x 12","times 12"]},{"label":"Asks for the gap","patterns":["576,?000","gap"]},{"label":"Rules out notes","patterns":["no notes","nothing else"]}],"hint":"Annualizing needs one decision: what counts as recurring. Put the subtraction on the page.","mission":"What's our annual run rate?","musts":["Three numbered lines","Remove the one-time fee","Show the gap"],"rubricLabels":["Line 1 shows recurring monthly revenue as $48,000 - $6,000 = $42,000","Line 2 shows the annual run rate as $42,000 x 12 = $504,000","Line 3 shows the dashboard figure is $72,000 above it ($576,000 - $504,000 = $72,000), and the reply is exactly 3 numbered lines"]}