{"id":"fpa-three-case-arr-table","audience":"fpa","category":"finance-work","track":"finance","technique":"format","level":"beginner","title":"Build a base, upside and downside table with the math","free":false,"task":"You're building a one-slide scenario view. Write a prompt for a markdown table with columns Case | Growth | Ending ARR | Gross profit, three rows (Base, Upside, Downside), then one line starting \"Spread:\" showing upside minus downside ending ARR. Use the latest assumptions and gross margin. No commentary and no text before the table. Under 70 words. No bullets.","materialLabel":"Starting ARR and assumptions (attached to your prompt automatically)","material":"Scenario inputs - FY27 plan, Orchard Analytics (prepared Nov 2, 2026)\n\nStarting ARR (Dec 31, 2026): $2,400,000\nGross margin: 70% in all cases\n\nGrowth assumptions for FY27:\n- Base: 20%\n- Upside: 30%\n- Downside: 8% (revised Nov 2 after the churn review; the Oct 20 draft used 5%)\n\nOther notes: Ending ARR = starting ARR x (1 + growth). Gross profit here means ending ARR x gross margin, as a simple view for the board slide, not a full P&L. The CFO wants the board deck numbers rounded to whole dollars. The earlier draft also had a column for churn, which was removed.","rules":[{"type":"maxWords","max":70},{"type":"maxBullets","max":0}],"promptHints":[{"label":"Names columns and rows","patterns":["case.*growth","base.*upside.*downside"]},{"label":"Gives the formula","patterns":["1 \\+ growth","x 70%","gross margin"]},{"label":"Uses latest assumption","patterns":["revised","latest","8%"]},{"label":"Asks for a spread line","patterns":["spread"]},{"label":"Limits output","patterns":["no commentary","only"]}],"mistakes":[{"title":"Using the old downside","why":"The AI picks 5% from the draft mention.","fix":"Say: \"Use the latest downside growth, 8%.\"","checks":["r1"]},{"title":"Applying margin to the wrong base","why":"The AI computes gross profit on starting ARR.","fix":"Add: \"Gross profit = ending ARR x 70%.\"","checks":["r2"]},{"title":"No spread line","why":"The AI adds commentary instead of the one-line spread.","fix":"Add: 'One line: \"Spread:\" with the subtraction shown.'","checks":["r2"]},{"title":"Wrong table shape","why":"The AI adds a churn column or extra rows.","fix":"Say: \"Columns: Case | Growth | Ending ARR | Gross profit. Three rows.\"","checks":["r0"]},{"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","maxBullets"]}],"hint":"The notes contain an old assumption and a formula. Give the AI the exact columns, the formula and the closing line.","rubricLabels":["Output is only a markdown table with columns Case | Growth | Ending ARR | Gross profit and rows Base, Upside and Downside, followed by one \"Spread:\" line, with no commentary","Ending ARR is $2,880,000 (base), $3,120,000 (upside) and $2,592,000 (downside, using 8% not 5%)","Gross profit is $2,016,000, $2,184,000 and $1,814,400, and the last line starts \"Spread:\" and shows $3,120,000 - $2,592,000 = $528,000"]}