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
IntermediateSaaS: CAC Payback Period & Cohort Analysis
Analyzes the efficiency of customer acquisition spend across different monthly cohorts.
GPT-4oClaude 3.5 Sonnet
0
0
73
Industry-Specific
IntermediateStandard costing variance dashboard (PPV, labor, overhead)
Creates a variance dashboard structure and investigation playbook for standard costing variances. Useful for plant controllers and operations reviews.
GPT-5.2 Thinking; GPT-4.1; o3-mini
0
0
79
Industry-Specific
AdvancedSoftware capitalization (ASC 350-40 / IAS 38) decision guide
Evaluates internal-use software or development costs for capitalization vs expense, with stages and required documentation. Useful for tech companies and auditors.
GPT-5.2 Thinking; GPT-4.1; o3-mini
0
0
79