{"id":"fpa-discount-leakage-table","audience":"fpa","category":"finance-work","track":"finance","technique":"format","level":"intermediate","title":"Measure discount leakage by deal and flag deals over the ceiling","free":false,"task":"You're reviewing Q3 discounting. Write a prompt for a markdown table with columns Deal | Units | Net price | Discount % | Flag, one row per deal, then a line starting \"Leakage:\" showing list-price revenue minus actual revenue and the percent of list-price revenue. Flag is \"Over ceiling\" if the discount exceeds 10%, otherwise blank. No commentary. Under 90 words. No bullets or numbering.","materialLabel":"Q3 deals and pricing policy (attached to your prompt automatically)","material":"Q3 DEAL DESK SUMMARY - Starter Kit\n\nList price: $100 per unit. Approved discount ceiling: 10% without CFO sign-off.\n\nDeals:\nDeal A - Fenwick Dental: 500 units at $92 net per unit\nDeal B - Harbor Lane Bakery: 300 units at $85 net per unit\nDeal C - Pine Ridge Dental: 200 units at $100 net per unit\n\nNotes: Deal B's rep wrote 'customer was going to walk, this was the only way to win it.' The CFO sign-off for Deal B is not on file. Discount % = (list - net) / list.","rules":[{"type":"maxWords","max":90},{"type":"maxBullets","max":0}],"promptHints":[{"label":"Names the columns","patterns":["deal.*units.*net price","columns"]},{"label":"Gives the discount formula","patterns":["list - net","discount %"]},{"label":"Defines the flag","patterns":["over ceiling","more than 10%"]},{"label":"Asks for the leakage line","patterns":["leakage"]},{"label":"Limits output","patterns":["no (other )?commentary","only"]}],"mistakes":[{"title":"Flagging by size","why":"The AI flags Deal A (8%) or none because the sign-off is unknown.","fix":"Say: \"Flag only discounts above 10%.\"","checks":["r1"]},{"title":"Leakage from the wrong base","why":"The AI divides by actual revenue.","fix":"Add: \"Percent of list-price revenue.\"","checks":["r2"]},{"title":"Commenting on the rep","why":"The AI adds a paragraph about the walk-away claim.","fix":"Add: \"Don't comment on the rep's explanation.\"","checks":["r2"]},{"title":"Wrong discount math","why":"The AI shows discount as net/list.","fix":"Add: \"Discount % = (list - net) / list.\"","checks":["r0","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":"Discounts are measured against list and flagged against a ceiling. Give the formula, the flag rule and the leakage line.","rubricLabels":["Table has columns Deal | Units | Net price | Discount % | Flag and discounts of 8%, 15% and 0% for Deals A, B and C","In the table, the Flag column says Over ceiling only on the Deal B row and is blank on Deals A and C","The last line starts \"Leakage:\" and shows $100,000 - $91,500 = $8,500, which is 8.5% of list-price revenue"]}