{"id":"fpa-customer-concentration-parent-merge","audience":"fpa","category":"finance-work","track":"finance","technique":"verification","level":"beginner","title":"Measure top-3 customer concentration after merging a parent","free":false,"task":"You're measuring revenue concentration for the board. Write a prompt for plain text with lines starting \"Top 3 customers:\", \"Top 3 total:\" and \"Share of revenue:\", each with the math. Combine customers that share a parent before ranking. Facts only: don't mention risk levels or what the company should do. Under 60 words. No bullets or numbering.","materialLabel":"Customer revenue list and parent notes (attached to your prompt automatically)","material":"CUSTOMER REVENUE - FY26, Fieldstone Software ($ millions)\n\nAcme Corp: 1.2\nBirch Ltd: 0.9\nAcme Europe GmbH: 0.6\nDunmore Inc: 0.5\nElm Co: 0.4\nAll other customers combined: 8.4\nTotal revenue: 12.0\n\nParent notes from the contracts team: Acme Europe GmbH is a wholly owned subsidiary of Acme Corp and is billed separately. No other customers share a parent.\n\nNotes: a board member asked if 'this is too concentrated'. That's a judgment for the board; this table only measures concentration.","rules":[{"type":"plainText"},{"type":"maxWords","max":60},{"type":"maxBullets","max":0}],"promptHints":[{"label":"Names the three lines","patterns":["top 3 customers","top 3 total","share of revenue"]},{"label":"Combines the parent","patterns":["combine","acme group","parent"]},{"label":"Shows the share math","patterns":["/ \\$12\\.0m"]},{"label":"Bans risk comments","patterns":["(no|do not|don'?t).*(risk|comment)"]},{"label":"Caps length","patterns":["\\d+\\s*words","plain"]}],"mistakes":[{"title":"Ranking Acme Europe separately","why":"The AI lists Acme, Birch, Acme Europe and gets $2.7M.","fix":"Say: \"Combine customers that share a parent before ranking.\"","checks":["r0","r1"]},{"title":"Commenting on risk","why":"The AI says the concentration is high or low.","fix":"Add: \"Facts only; no comments on risk or actions.\"","checks":["r2"]},{"title":"Wrong base for share","why":"The AI divides by the top customers or all customers except others.","fix":"Add: \"Share = top 3 total / $12.0M total 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","maxBullets"]},{"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 line short.","checks":["maxWords"]}],"hint":"Concentration counts a parent and subsidiary as one customer. Give the merge, the share formula and the ban.","rubricLabels":["The line starting \"Top 3 customers:\" lists Acme group $1.8M ($1.2M + $0.6M), Birch $0.9M and Dunmore $0.5M","The line starting \"Top 3 total:\" shows $1.8M + $0.9M + $0.5M = $3.2M","The line starting \"Share of revenue:\" shows $3.2M / $12.0M = 26.7%, and the output never comments on whether that is too concentrated or what to do"]}