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
AdvancedConstruction WIP schedule: percent complete and billings
Builds a construction Work-in-Progress (WIP) schedule including percent complete, revenue recognized, billings, and under/over billings. Useful for contractors and auditors.
GPT-5.2 Thinking; GPT-4.1; o3-mini
0
0
2
Industry-Specific
IntermediateConstruction retainage reconciliation and aging action plan
Reconciles retainage receivable/payable, flags aged items, and proposes collection/settlement actions. Useful for improving cash flow and close accuracy.
GPT-5.2 Thinking; GPT-4.1; o3-mini
0
0
2
Industry-Specific
IntermediateReal estate development cost capitalization tracker
Creates a tracker for development costs, capitalization rules, and allocation to projects/units. Useful for developers and real estate accountants managing multi-project portfolios.
GPT-5.2 Thinking; GPT-4.1; o3-mini
0
0
2