{"id":"fpa-annual-prepay-discount-cash-revenue-lines","audience":"fpa","category":"finance-work","track":"finance","technique":"grounding","level":"intermediate","title":"Show the cash and revenue effect of an annual prepay deal","free":false,"task":"You're explaining an annual prepay offer to the sales director. Write a prompt for plain text with lines starting \"Monthly plan:\", \"Annual prepay:\", \"Customer saves:\", \"Revenue each month:\" and \"Deferred after month 1:\". Use the approved discount, not the rep's. Show the math. Under 100 words.","materialLabel":"Source material (attached to your prompt automatically)","material":"ANNUAL PREPAY OFFER - Pro plan\n\nList price: $1,000 per month if billed monthly.\nAnnual prepay: customer pays 12 months up front with a discount on the list price.\n\nEmail trail:\n- Oct 28, sales rep Jonah: \"I can do 20% off for annual if they sign this week.\"\n- Oct 29, Deal Desk: \"The approved annual prepay discount is 15%. 20% needs CFO approval, and none has been given.\"\n\nAccounting treatment for planning: the cash received up front is recorded as deferred revenue and recognized in equal monthly amounts over the 12-month term. The first month's revenue is recognized at the end of month 1.\n\nContext: the customer is Larkspur Dental, a 12-month term starting Nov 1. The sales director wants to know how much cash comes in on day one and what revenue looks like each month. Taxes are not included.","rules":[{"type":"plainText"},{"type":"maxWords","max":100}],"promptHints":[{"label":"Names the five lines","patterns":["monthly plan","annual prepay","customer saves","deferred"]},{"label":"Uses the approved discount","patterns":["15%","approved","deal desk"]},{"label":"Separates cash and revenue","patterns":["revenue","deferred","evenly"]},{"label":"Asks for the math","patterns":["show the math","x 0\\.85","math"]},{"label":"Caps length","patterns":["\\d+\\s*words","under \\d+"]}],"mistakes":[{"title":"Using the rep's 20%","why":"The AI takes the discount from the sales email.","fix":"Say: \"Use the Deal Desk's approved 15%.\"","checks":["r0","r1"]},{"title":"Treating cash as revenue","why":"The AI says revenue is $10,200 in month 1.","fix":"Add: \"Revenue is recognized evenly over 12 months.\"","checks":["r1","r2"]},{"title":"Skipping the deferred line","why":"The AI ends at monthly revenue.","fix":"Add: \"Deferred after month 1 = cash - one month of revenue.\"","checks":["r2"]},{"title":"Markdown extras","why":"The AI adds bold labels, headings and a closing note.","fix":"Say: \"Plain text, no bold. Output only the lines asked for.\"","checks":["plainText"]},{"title":"Trusting the AI to count words","why":"AI is bad at counting and runs past word limits.","fix":"Ask for fewer words than the real cap and keep each part short.","checks":["maxWords"]}],"hint":"Cash and revenue are different things. Name the discount that counts and how revenue is recognized.","rubricLabels":["Monthly plan shows 12 x $1,000 = $12,000 and Annual prepay shows $12,000 x 0.85 = $10,200 (15%, not 20%)","Customer saves shows $12,000 - $10,200 = $1,800 and Revenue each month shows $10,200 / 12 = $850","Deferred after month 1 shows $10,200 - $850 = $9,350"]}