{"id":"fpa-kpi-definitions-faq-sales-managers","audience":"finance","category":"finance-work","track":"finance","level":"beginner","technique":"grounding","title":"Turn KPI definitions into a short FAQ for new sales managers","free":false,"task":"New sales managers keep misreading the dashboard. Write an FAQ with exactly 4 pairs, one each for Active customer, Net revenue retention, Gross margin and On-time delivery. Each starts with a \"Q:\" line and an \"A:\" line under 25 words, using the company's current definitions. No bullets, plain text, under 150 words.","materialLabel":"Source material (attached to your prompt automatically)","material":"BRIGHTWATER LOGISTICS - METRICS GLOSSARY (v4, Sept 2026)\n\nActive customer: an account that placed at least one paid order in the last 90 days. (Changed Sept 1. Earlier dashboards used 60 days.)\n\nNet revenue retention (NRR): this year's revenue from customers who were active 12 months ago, divided by those same customers' revenue a year ago. Includes upsell, downgrades and lost customers. New customers are not included.\n\nGross margin: revenue minus freight cost and warehouse labor, divided by revenue. Software and office costs are not in cost of revenue.\n\nOn-time delivery: share of shipments delivered by the promised date. Shipments the customer asked to reschedule are left out.\n\nFootnote from v2 (2024): \"Active = order in last 60 days.\"\n\nOwner: Finance analytics (Rosa Tamm). Dashboard refreshes nightly at 2 a.m.","rules":[{"type":"plainText"},{"type":"maxWords","max":150},{"type":"maxBullets","max":0}],"mistakes":[{"title":"Using textbook definitions","why":"The AI explains metrics the general way and drops this company's exclusions.","fix":"Add: \"Use only the glossary's definitions, including what each one leaves out.\"","checks":["r1"]},{"title":"Picking up the old footnote","why":"The AI sometimes mixes in the 60-day rule from the old version.","fix":"Say: \"Active customer uses the current 90-day rule.\"","checks":["r0"]},{"title":"Free-form explanations","why":"The AI writes headings and bullet lists instead of a simple FAQ.","fix":"Show the shape: \"Q: What counts as an active customer? A: ...\"","checks":["r2","maxBullets"]},{"title":"Forgetting where it goes","why":"AI adds bold and headings, which show up as ** and # clutter in email and chat.","fix":"Add: \"Plain text only, no bold, no headings.\"","checks":["plainText"]},{"title":"Trusting the AI to count words","why":"AI is bad at counting and usually runs long on finance write-ups.","fix":"Cap each part instead: \"each line under 15 words\" so the total stays well under 150.","checks":["maxWords"]}],"promptHints":[{"label":"Asks for Q: and A: lines","patterns":["q:","a:","faq","question"]},{"label":"Uses the company's definitions","patterns":["glossary","company","current","only"]},{"label":"Mentions the 90-day rule","patterns":["90"]},{"label":"Limits each answer","patterns":["under \\d+ words","each answer"]},{"label":"Sets a length limit","patterns":["\\d+\\s*words","word (limit|count)","under \\d+"]}],"hint":"Your readers need this company's definitions, not the textbook ones. Say so, and show the Q and A shape.","rubricLabels":["Active customer is defined with the 90-day window (not 60 days)","The answers keep the company's exclusions: NRR leaves out new customers, gross margin leaves out software and office costs, and on-time delivery leaves out customer-requested reschedules","There are exactly 4 Q:/A: pairs, one per metric, with each answer on its own line starting \"A:\""]}