{"id":"fpa-revenue-model-documentation-template","audience":"fpa","category":"finance-work","track":"finance","level":"advanced","technique":"context","title":"Document a revenue model in a fixed template for handoff","free":false,"task":"Before Priya goes on leave, you need her revenue bridge model documented for whoever covers. Fill in exactly these 7 fields in order, one line each: Model name, Owner, Purpose, Inputs, Update steps, Known risks, Last reviewed. Write \"[ask Priya]\" for anything the notes don't say, and describe only the tabs that exist now. Plain text, no bullets, under 160 words.","materialLabel":"Source material (attached to your prompt automatically)","material":"Notes from Priya Nand (FP&A), dictated Nov 2\n\nThe workbook is \"FY27 Revenue Bridge v8\". It shows how we get from FY26 revenue to the FY27 plan: price, volume, churn and FX.\n\nTabs: Inputs, Calc, Output. Inputs holds price by plan, unit volume forecast from sales ops, and monthly churn (1.5%, set by sales ops in September). Calc does the bridge math. Output is what goes in the board pack, slide 4.\n\nMonthly refresh: after close, on business day 3, paste the actuals export into Inputs rows 5-40, then check that Output ties to the GL revenue total.\n\nThings to watch: the EUR/USD rate is typed in as 1.08 directly in Calc!D14 instead of linking to Inputs. Q4 seasonality still uses the FY25 pattern.\n\nBackup owner while I'm out: Tom Ellery.\n\nOld notes from v5 (March): \"Scenario tab drives upside/downside cases. Update it quarterly.\" ","rules":[{"type":"plainText"},{"type":"maxWords","max":160},{"type":"maxBullets","max":0}],"mistakes":[{"title":"Letting the AI choose the structure","why":"The AI writes a long doc with headings and sections nobody can scan.","fix":"List the exact 7 fields: \"Model name:, Owner:, Purpose:, Inputs:, Update steps:, Known risks:, Last reviewed:\"","checks":["r0","plainText"]},{"title":"Filling gaps with guesses","why":"The AI invents a review date to complete the template.","fix":"Add: \"Write [ask Priya] for anything not in the notes.\"","checks":["r2"]},{"title":"Documenting deleted tabs","why":"The AI includes the old Scenario tab from the March notes.","fix":"Say: \"Describe only the current tabs: Inputs, Calc, Output.\"","checks":["r2"]},{"title":"Vague risks","why":"The AI writes 'check formulas' instead of naming the cell.","fix":"Ask: \"Name the exact cell and assumption at risk.\"","checks":["r1"]},{"title":"Trusting the AI to count words","why":"AI is bad at counting and runs long, adding lists and formatting you didn't ask for.","fix":"Cap each part (\"each line under 15 words\") and state the format: \"plain text, no bold.\"","checks":["maxWords","maxBullets"]}],"promptHints":[{"label":"Lists the exact fields","patterns":["model name","update steps","known risks","last reviewed"]},{"label":"Handles missing info","patterns":["\\[ask priya\\]","not in the notes","don't (guess|invent)"]},{"label":"Uses current tabs only","patterns":["current","v8","scenario","only the tabs"]},{"label":"Limits each field","patterns":["one line","each field","under \\d+ words"]},{"label":"Sets a length limit","patterns":["\\d+\\s*words","word (limit|count)","under \\d+"]}],"hint":"A template only works if every field is filled the same way. Name the fields and say what to do when the notes are silent.","rubricLabels":["Has exactly 7 lines labeled Model name:, Owner:, Purpose:, Inputs:, Update steps:, Known risks:, Last reviewed: in that order","Known risks names the hard-coded 1.08 EUR/USD rate in Calc!D14 and the FY25 Q4 seasonality pattern","Last reviewed says \"[ask Priya]\" instead of a made-up date, and the Scenario tab is not described as part of the current model"]}