{"id":"fpa-october-mbr-narrative-bill-and-hold","audience":"fpa","category":"finance-work","track":"finance","level":"intermediate","technique":"grounding","title":"Write a monthly business review narrative with three fixed sections","free":false,"task":"Write the October narrative for the monthly business review. Use exactly 3 sections headed Headline, Drivers and Watch next month, in that order, with 1-3 sentences under each and no bullets. The Headline opens with revenue versus plan, showing the math. Revenue must leave out anything the controller says can't be recognized yet. Under 150 words.","materialLabel":"Source material (attached to your prompt automatically)","material":"CORVID HOME GOODS - OCTOBER FLASH (Nov 4)\n\nRevenue: $4.4M vs plan $4.0M\nGross margin: 38% vs plan 40%\nOpex: $1.1M vs plan $1.2M\n\nController note: $200,000 of October revenue is the Pellham bill-and-hold order. The goods are still in our warehouse and ship Nov 18, so it can't be recognized in October. Final October revenue is $4.2M.\n\nCommentary from owners:\n- Freight carriers added a fuel surcharge in mid-October, which cost about 2 points of margin.\n- The holiday email campaign moved from October 20 to November 3, so marketing spend slipped a month.\n- Returns were normal at 4%.\n\nComing up:\n- November promo week starts Nov 24.\n- Freight contract renegotiation is due Dec 1.\n\nOffice move to the 3rd floor is Nov 14.","rules":[{"type":"maxWords","max":150},{"type":"maxBullets","max":0}],"mistakes":[{"title":"Reporting the flash number","why":"The AI uses the $4.4M flash revenue and misses the controller's note.","fix":"Add: \"Use final revenue of $4.2M; the Pellham order isn't recognized until November.\"","checks":["r0"]},{"title":"Letting it pick the sections","why":"The AI invents its own headings and adds an executive summary.","fix":"Name them: \"Exactly 3 sections: Headline, Drivers, Watch next month.\"","checks":["r1"]},{"title":"Calling timing a saving","why":"The AI says opex came in under budget as if money was saved, when the spend just moved a month.","fix":"Ask: \"Say whether each driver is timing or a real change.\"","checks":["r2"]},{"title":"Bullet-point narrative","why":"The AI turns a narrative into a bullet dump.","fix":"Say: \"1-3 sentences per section, no bullets, under 120 words.\"","checks":["maxBullets","maxWords"]}],"promptHints":[{"label":"Names the sections","patterns":["headline","drivers","watch next month","section"]},{"label":"Uses the final revenue","patterns":["4\\.2","controller","bill.and.hold","pellham"]},{"label":"Shows the math","patterns":["math","[-−]\\s*\\$?4\\.0","vs plan","versus plan"]},{"label":"Bans bullets","patterns":["no bullets","sentences"]},{"label":"Sets a length limit","patterns":["\\d+\\s*words","word (limit|count)","under \\d+"]}],"hint":"A narrative needs a fixed shape and the right numbers. Tell the AI both, and ask it to separate timing from real changes.","rubricLabels":["Revenue is reported as $4.2M (excluding the $200,000 Pellham bill-and-hold), showing $4.2M − $4.0M = +$0.2M or +5% versus plan","Has exactly 3 section headings, named Headline, Drivers and Watch next month, in that order","Drivers ties the 2-point margin miss to the freight fuel surcharge and calls the opex underspend timing (the campaign moved to November), not a saving"]}