{"id":"fpa-kpi-definition-card","audience":"fpa","category":"finance-work","track":"finance","technique":"format","level":"beginner","title":"Write a KPI definition card from a thread with a correction","free":false,"task":"You're documenting company metrics. Write a prompt for a plain-text definition card with exactly these labels, one per line and nothing else: \"Name:\", \"Formula:\", \"Source:\", \"Owner:\", \"Refresh:\", \"Excludes:\". Use the final definition from the thread, not an earlier version. Under 65 words. No bullets or numbering.","materialLabel":"Slack thread about the NRR metric (attached to your prompt automatically)","material":"#finance-metrics thread, Oct 2026\n\nPriti (Sales), Oct 12: For NRR let's take MRR from customers who were active 12 months ago, add expansion MRR, subtract contraction and churned MRR, and divide by their MRR 12 months ago.\n\nSam (RevOps), Oct 14: Almost. Our board reports everything in ARR, so we should use ARR, not MRR. Same structure otherwise. Data comes from the billing system export, tab 'Subscriptions'.\n\nMaya (Product), Oct 14: We should leave out the customers on free pilots, they aren't paying yet.\n\nSam, Oct 15: Agreed. Pilots out. And new customers who joined in the last 12 months are not in the starting group, so they're out of the calculation entirely.\n\nDana (Finance), Oct 16: I'll own the definition. Sam owns the number each month. It refreshes after the billing close, by the 5th business day.\n\nPriti, Oct 16: Fine with me.","rules":[{"type":"plainText"},{"type":"maxWords","max":65},{"type":"maxBullets","max":0}],"promptHints":[{"label":"Names the six labels","patterns":["name:","formula:","source:","owner:","refresh:","excludes"]},{"label":"Uses final definition","patterns":["arr","final","replaces","correction"]},{"label":"Splits owners","patterns":["definition","number"]},{"label":"Sets format","patterns":["plain","no bold"]},{"label":"Caps length","patterns":["\\d+\\s*words","under"]}],"mistakes":[{"title":"Using MRR","why":"The AI uses the first message's MRR formula.","fix":"Say: \"Use the final definition: ARR, not MRR.\"","checks":["r0"]},{"title":"Missing an exclusion","why":"The AI excludes pilots but not new customers.","fix":"Add: \"Excludes line must list pilots and customers who joined within 12 months.\"","checks":["r1"]},{"title":"One owner only","why":"The AI names one person for everything.","fix":"Add: \"Say who owns the number and who owns the definition.\"","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":"The thread revises itself and splits ownership. Ask for the final version and the six labels.","rubricLabels":["Has exactly six lines starting Name:, Formula:, Source:, Owner:, Refresh: and Excludes: (no intro), and the Formula uses ARR (not MRR): (starting ARR + expansion - contraction - churn) / starting ARR for customers active 12 months ago","Excludes line names both free pilot customers and customers that joined in the last 12 months","Source is the billing system export (Subscriptions tab), Owner shows Sam owns the monthly number (Dana owns the definition), and Refresh says by the 5th business day after billing close"]}