Intermediate
ARR/MRR rollforward with churn, expansion, and cohort view
Creates an ARR/MRR rollforward and cohort-based retention view using subscription data. Useful for SaaS metrics reporting and investor updates.
Build an ARR/MRR rollforward for {period}.
Inputs:
- Subscription snapshot data: {subscriptions}
- Churn and expansion events: {customer_events}
- Pricing changes and discounts: {pricing_changes}
- Definitions (ARR vs MRR, gross vs net): {definitions}
Output:
1) Rollforward table: Begin, New, Expansion, Contraction, Churn, End.
2) Gross and net retention metrics with formulas.
3) Cohort retention table (by start month/quarter) if data supports.
4) Data quality checks (duplicates, proration, currency).
Be explicit about definitions used.Related Prompts
Industry-Specific
IntermediateRetail gross margin bridge: markdowns, mix, shrink, freight
Builds a gross margin bridge explaining changes driven by markdowns, mix, shrink, and freight. Useful for merchandising and finance alignment.
GPT-5.2 Thinking; GPT-4.1; o3-mini
0
0
174
Industry-Specific
IntermediateLoan accounting: nonaccrual, troubled debt, and interest income checks
Builds a checklist and analytics for loan nonaccrual status, modifications, and interest income recognition. Useful for bank controllers and auditors.
GPT-5.2 Thinking; GPT-4.1; o3-mini
0
0
128
Industry-Specific
AdvancedInventory reserve framework: obsolescence, shrink, and markdowns
Designs an inventory reserve approach for obsolescence and markdowns with calculation templates and controls. Useful for retail and manufacturing close and audit support.
GPT-5.2 Thinking; GPT-4.1; o3-mini
0
0
231