{"id":"fpa-segment-margin-corrected-table","audience":"fpa","category":"finance-work","track":"finance","technique":"format","level":"intermediate","title":"Rank segments by gross margin using a corrected revenue figure","free":false,"task":"You're building a one-table segment view for the CFO. Write a prompt for a markdown table with columns Segment | Revenue | COGS | Gross margin %, one row per segment sorted by gross margin % from highest to lowest, then a final row labeled Total. Percentages to one decimal. Use the controller's corrected revenue. No commentary. Under 80 words. No bullets or numbering.","materialLabel":"Segment results and a correction note (attached to your prompt automatically)","material":"Q3 2026 SEGMENT RESULTS - Delmar Systems (preliminary)\n\nSegment | Revenue | COGS\nEnterprise | $3,000,000 | $1,200,000\nMid-market | $2,000,000 | $900,000\nSMB | $1,000,000 | $600,000\nTotal | $6,000,000 | $2,700,000\n\nController correction (Nov 3): SMB revenue includes $100,000 of credit memos that were posted to the wrong segment's revenue line. SMB corrected revenue is $900,000. Enterprise, Mid-market and COGS are unchanged. The total changes accordingly.\n\nOther notes: shared support cost of $300,000 is not allocated to segments in the COGS shown. The FP&A definition of gross margin % is (revenue - COGS) / revenue.","rules":[{"type":"maxWords","max":80},{"type":"maxBullets","max":0}],"promptHints":[{"label":"Names the columns","patterns":["segment.*revenue.*cogs","columns"]},{"label":"Applies the correction","patterns":["correct","900,000"]},{"label":"Asks for sorting","patterns":["sort","highest to lowest"]},{"label":"Adds a total row","patterns":["total"]},{"label":"Limits output","patterns":["no commentary","only"]}],"mistakes":[{"title":"Using preliminary revenue","why":"The AI keeps SMB at $1,000,000 and shows 40.0%.","fix":"Say: \"Use the controller's corrected SMB revenue ($900,000).\"","checks":["r1"]},{"title":"Not recomputing the total","why":"The AI shows the old total of $6,000,000.","fix":"Add: \"Recompute the total revenue and its margin.\"","checks":["r2"]},{"title":"Wrong order","why":"The AI lists segments in the original order.","fix":"Add: \"Sort by gross margin % from highest to lowest.\"","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":"A correction changes one segment and the total. Tell the AI to use it, sort and recompute.","rubricLabels":["Table has columns Segment | Revenue | COGS | Gross margin % and rows sorted Enterprise 60.0%, Mid-market 55.0%, SMB 33.3%","SMB uses the corrected revenue $900,000 ((900,000 - 600,000) / 900,000 = 33.3%), not $1,000,000","Final row is Total with revenue $5,900,000, COGS $2,700,000 and 54.2%, and there is no commentary"]}