{"id":"revops-board-revenue-summary-draft","audience":"executives","category":"sales-work","technique":"verification","track":"sales","level":"advanced","title":"Draft a board-ready Q3 revenue summary with the math","free":false,"task":"You're the CRO drafting the revenue section of the board pack. Start with the exact line \"DRAFT - for CFO review before the board pack\". Then give four labeled lines, Ending ARR, Net new ARR, Gross churn and NRR, each showing its math, and finish with one \"Watch:\" line naming the single biggest risk in the notes. Use Finance's corrected numbers. Plain text, under 110 words.","materialLabel":"Q3 revenue data and Finance notes (attached to your prompt automatically)","material":"Q3 FY26 REVENUE BRIDGE (USD, millions) - from the RevOps dashboard, pulled Oct 3\nStarting ARR (Jul 1): 10.0\nNew logo ARR: 1.2\nExpansion ARR: 0.6\nChurned ARR: 0.3\nEnding ARR (Sep 30): 11.5\n\nFINANCE NOTE - Oct 9 (Marta Silva, Controller):\nOne churn (Pemberton Group, 0.1) was booked in October but the customer gave notice and stopped paying on Sep 20. It belongs in Q3. Corrected Q3 churned ARR is 0.4. Please use corrected figures in anything board-facing.\n\nOther context:\n- NRR is defined here as (Starting ARR + Expansion - Churn) / Starting ARR.\n- Two of our top 10 customers (combined 0.9) have renewals in Q1 and have not started renewal talks.\n- Board meeting Nov 20. Sales headcount grew from 22 to 26 in Q3.\n- Pipeline coverage for Q4 is 2.8x.","rules":[{"type":"plainText"},{"type":"maxWords","max":110}],"mistakes":[{"title":"Using the dashboard numbers","why":"The AI copies the 11.5 ending ARR from the table and misses Finance's correction.","fix":"Add: \"Use the Oct 9 Finance correction: churn is 0.4.\"","checks":["r0"]},{"title":"Not showing the math","why":"The AI states ARR and NRR without the working, so the CFO can't check it.","fix":"Add: \"Show the math on each line, like 10.0 + 1.2 + 0.6 - 0.4 = $11.4M.\"","checks":["r1"]},{"title":"Presenting a draft as final","why":"The AI writes board copy as if it's approved.","fix":"Add: \"First line exactly: DRAFT - for CFO review before the board pack.\"","checks":["r2"]},{"title":"No single risk","why":"The AI lists every number in the notes as a risk or skips risks entirely.","fix":"Add: \"End with one Watch: line naming the single biggest risk.\"","checks":["r2"]},{"title":"Trusting the AI to count words","why":"AI is bad at counting and adds commentary under each number.","fix":"Cap each line: \"each line under 18 words.\"","checks":["maxWords","plainText"]}],"promptHints":[{"label":"Uses the correction","patterns":["correct","finance","0\\.4","oct(ober)? 9"]},{"label":"Shows the math","patterns":["show (the )?(math|working)","10\\.0 \\+"]},{"label":"Marks it as a draft","patterns":["draft","cfo review"]},{"label":"Sets the labels","patterns":["ending arr","nrr","net new"]},{"label":"Asks for a risk line","patterns":["watch:","biggest risk","one risk"]}],"hint":"Board numbers must match Finance. Point the AI at the correction, ask for the math on every line, and mark it as a draft.","rubricLabels":["Uses Finance's corrected churn of 0.4, so Ending ARR is $11.4M (10.0 + 1.2 + 0.6 - 0.4) and Net new ARR is $1.4M","NRR is shown as (10.0 + 0.6 - 0.4) / 10.0 = 102%, and every one of the four lines shows its math","The first line is exactly \"DRAFT - for CFO review before the board pack\" and the last line starts with \"Watch:\" and names the two top-10 customers with Q1 renewals"]}