{"schema":"ai-blocks-role/1","id":"reconcile-revenue-presentation-and-perimeter","name":"Comparable revenue growth checker","summary":"Share bills, revenue rules, business changes and trading dates. Get reported sales, adjusted growth and a clear list of open gaps.","area":"finance","family":{"id":"manage-accounting","name":"Reconcile accounts and close the books"},"lead":"reconcile-revenue-presentation-and-perimeter","featured":false,"contextKind":"personal","deliverables":["A gross-to-net bridge that rebuilds reported net revenue from the deductions","An organic bridge from reported growth to comparable growth, with the order of adjustments stated","An extra-week adjustment, shown only if the calendar supports it","Reported growth and comparable growth side by side","Every MISSING input and any check that could not run"],"inputs":["Gross billings and the revenue policies for deductions such as returns and rebates (from the accounts and notes)","Reported net revenue for both periods (from the income statement)","Revenue of businesses bought or sold, with dates (from the notes)","Currency effects on revenue (from the issuer's currency disclosure)","The fiscal calendar, including any extra week (from the report)"],"opening":{"give":["Reported net revenue for both periods (from the income statement)","Revenue of businesses bought or sold, with dates (from the notes)"],"get":["Reported growth and comparable growth side by side","Every MISSING input and any check that could not run"]},"helpfulInputs":["The revenue note from the annual report.","The company's own definition of organic growth.","Prior period revenue by business."],"fit":["A results release says revenue grew and you need to know how much is organic.","One year had 53 weeks and the growth rate looks too good.","You bought or sold a business and need comparable growth for the businesses you kept.","Gross billings and net revenue are far apart and you need the deductions explained."],"limits":["You only need gross to net. Use the Gross to net revenue checker on its own.","You only need to take out acquisitions, disposals and currency. Use the Like-for-like sales growth checker on its own.","You want a trailing 12-month revenue model. Use the Comparable annual revenue modeler workflow.","You want to judge customer cash, not revenue. Use the Contract revenue and cash checker workflow."],"tools":["A spreadsheet engine and file-capable AI: Builds a workbook with inputs, formulas and checks you can click into. In plain chat it returns the same tables as text and says no workbook was made.","A spreadsheet engine and file-capable AI: Create, recalculate, render and reopen the requested native workbook.","Node.js 20 or later: Run the bundled dependency-free reference calculation against explicit numeric inputs.","Node.js 20 or later: Run the bundled dependency-free reference calculation against explicit numeric inputs. Without it, the AI does the sums in chat."],"method":["Download the workflow pack and give it to an AI that can read files, such as Claude, ChatGPT or Gemini. For a workbook, use one that can build spreadsheets.","Attach the income statement, revenue notes and calendar. Say the periods, currency and scale once at the top.","After step 1, check the rebuilt net revenue matches the reported figure.","After step 2, check each acquisition, disposal and currency effect appears once, and the order is written down.","After step 3, check the extra week is not removed twice. Fill every MISSING line before quoting a growth rate."],"capabilities":[{"name":"Gross-to-net revenue bridge","description":"Rebuilds reported net revenue from gross billings and the deductions your policies support. Fixes presentation differences before any growth is compared. Hands step 2 the reconciled reported periods. Check before moving on, net revenue ties to the report."},{"name":"Organic revenue perimeter bridge","description":"Maps the continuing businesses. Removes acquisitions, disposals and currency effects once, with the order stated. Hands step 3 the comparable growth so far. Check before moving on, no effect is removed twice."},{"name":"Extra-week revenue comparability schedule","description":"Applies a calendar adjustment only when the evidence supports it and step 2 has not taken it out. Keeps the exact extra-week amount and explains what is left, such as holiday timing. Check before you rely on it, nothing unexplained is called organic."}],"expertise":{"principles":["Reconcile to source documents, such as bank statements, ledgers and invoices, before reporting.","Show the calculation, inputs and period for every figure.","Label actuals, estimates and forecasts clearly.","Send tax, legal and regulatory questions to a qualified professional."],"pitfalls":["Mixing cash and accrual figures, or different periods, in one comparison.","Rounding or formula errors that do not tie back to totals.","Giving personal investment advice."],"quality":["Gross-to-net, perimeter and calendar effects do not overlap, and each acquisition, disposal and currency effect is removed once, with the order stated.","Rebuilt net revenue ties to reported net revenue, or the gap is shown.","Reported revenue stays primary. No unexplained gap is called organic growth.","The extra week is removed only if the calendar shows one and step 2 has not already taken it out. The exact extra-week amount is kept.","Each input traces to its source, date, currency, scale and sign. Unresolved MISSING: lines stay.","A real zero, unavailable evidence and an effect that does not apply are three different things. Never close a gap with an unexplained plug.","Totals tie out, and differences are explained line by line."],"sources":{"learned":0,"curated":false,"method":6,"source":0,"area":"finance"}},"workedExample":{"situation":"A results release says revenue grew and you need to know how much is organic.","task":"Share bills, revenue rules, business changes and trading dates. Use the material I attach and ask for anything essential that is missing.","given":["Gross billings, deductions and revenue policies","Reported net revenue for both periods","Acquisition and disposal revenue and currency effects","The fiscal calendar"],"outputs":[{"name":"outputs/step-1-gross-to-net-revenue-bridge.md","contains":"Net revenue rebuilt from gross billings and deductions, tied to the report."},{"name":"outputs/step-2-organic-revenue-perimeter-bridge.md","contains":"Comparable growth after acquisitions, disposals and currency, in a stated order."},{"name":"outputs/step-3-extra-week-revenue-comparability.md","contains":"The extra-week amount and growth after it, only where the calendar supports it."},{"name":"HAND-BACK SUMMARY","contains":"Files saved, sources used, MISSING lines and checks missed."}]},"example":"Share bills, revenue rules, business changes and trading dates. Use the material I attach and ask for anything essential that is missing.","functions":[{"name":"Comparable revenue growth checker","description":"Share bills, revenue rules, business changes and trading dates. Get reported sales, adjusted growth and a clear list of open gaps.","method":"reconcile-revenue-presentation-and-perimeter","when":["A results release says revenue grew and you need to know how much is organic.","One year had 53 weeks and the growth rate looks too good.","You bought or sold a business and need comparable growth for the businesses you kept.","Gross billings and net revenue are far apart and you need the deductions explained."],"inputs":["Gross billings and the revenue policies for deductions such as returns and rebates (from the accounts and notes)","Reported net revenue for both periods (from the income statement)","Revenue of businesses bought or sold, with dates (from the notes)","Currency effects on revenue (from the issuer's currency disclosure)","The fiscal calendar, including any extra week (from the report)"],"deliverables":["A gross-to-net bridge that rebuilds reported net revenue from the deductions","An organic bridge from reported growth to comparable growth, with the order of adjustments stated","An extra-week adjustment, shown only if the calendar supports it","Reported growth and comparable growth side by side","Every MISSING input and any check that could not run"]},{"name":"Gross to net revenue checker","description":"Share billings and approved deductions. Check how returns, rebates, taxes and pass-through amounts lead to reported revenue.","method":"gross-to-net-revenue-bridge","when":["Billed amounts and reported revenue differ and you need to see why, line by line.","You need to show which deductions are valid and that none was taken twice.","A reviewer needs to trace the result back to inputs and assumptions."],"inputs":["Gross billings, returns, rebates, excluded collected taxes, pass-through amounts and principal-versus-agent policy evidence.","The reporting period, plus the currency and scale used for the gross-to-net revenue bridge.","Your spreadsheet tool, if you want the gross-to-net revenue bridge as a workbook."],"deliverables":["A billings-to-revenue bridge with deduction and presentation checks.","An editable workbook of the gross-to-net revenue bridge, with its inputs, formulas and test cases to rerun.","A tie-out of gross billings, deductions and reported revenue, the inputs still missing and the checks that ran."]},{"name":"Like-for-like sales growth checker","description":"Share sales and effects of deals and currency. Compare growth for the same businesses over both periods.","method":"organic-revenue-perimeter-bridge","when":["You report growth to a board or lender and need to show it without deals and currency swings.","You bought or sold a business and need comparable revenue for both periods.","A reviewer wants to trace each step of the growth figure back to its source.","Currency moves made reported growth look better or worse than trading really was."],"inputs":["Reported revenue for the current and prior period.","Revenue from acquired businesses in the current period, with dates.","Revenue from disposed businesses in the prior period, with dates.","The currency effect, with its sign.","The list of businesses in the comparable group.","Reporting currency, scale and accounting basis."],"deliverables":["A bridge from reported revenue to organic revenue growth.","An editable workbook with an input list and test cases.","Reconciliation of each bridge part.","A list of missing inputs and checks that did not run."]},{"name":"Extra week sales growth checker","description":"Share annual sales and the extra week's sales. Compare reported growth with growth over a matching period.","method":"extra-week-revenue-comparability","when":["Your company moved from a 52-week to a 53-week fiscal year and growth looks too good.","An investor or board member asks for growth with the extra week taken out.","You are reading a retailer's annual results and the filing names an extra week.","A reviewer wants to trace a comparable growth figure back to its inputs."],"inputs":["Reported revenue for this year and last year, from the annual report or accounts","Revenue for the extra week, from weekly sales records or a company disclosure","An estimate of that week, if there is no real figure (optional, and it is labelled as an estimate)","Your fiscal calendar: the start and end dates of both years and which one has the extra week","The currency and scale, such as thousands or millions"],"deliverables":["Comparable revenue: this year less the extra week","Reported growth and comparable growth, side by side","The gap between them, in percentage points","A note on every estimate and calendar assumption","A list of anything missing"]},{"name":"me.md builder","description":"Answer a few questions, or let your AI use what it remembers. Get one private file that tells any AI who you are.","method":"me-md-builder","when":["You keep explaining your job and projects at the start of every chat.","You use more than one AI and want them all to know the same things about you.","Your AI gives you answers that don't sound like you or don't fit your work."],"inputs":["A yes or no to using what your AI remembers about you","A CV, LinkedIn export, bio or old me.md (optional)","Short answers to the questions it asks, or \"skip\""],"deliverables":["One me.md file with up to ten dated sections","A list of facts taken from memory, for you to check","A short note of what it removed for privacy","The two next steps, to save it and set it up"]}],"resources":[{"slug":"reconcile-revenue-presentation-and-perimeter","name":"Comparable revenue growth checker","summary":"Share bills, revenue rules, business changes and trading dates. Get reported sales, adjusted growth and a clear list of open gaps.","task":"manage-accounting","kind":"workflow","path":"/workflows/reconcile-revenue-presentation-and-perimeter","revision":"5c8297a911a405f89fbbd1022fda27e00346aa56d4e062e7554ec5674b270c38","skillPath":"/skills/reconcile-revenue-presentation-and-perimeter/SKILL.md","bundled":false,"onboarding":false},{"slug":"gross-to-net-revenue-bridge","name":"Gross to net revenue checker","summary":"Share billings and approved deductions. Check how returns, rebates, taxes and pass-through amounts lead to reported revenue.","task":"manage-accounting","kind":"skill","path":"/skills/gross-to-net-revenue-bridge","revision":"c48f24f6952b94d70d23690caf45db4e464252bff51dae6a0c340472baee9ea1","skillPath":"/skills/gross-to-net-revenue-bridge/SKILL.md","bundled":true,"onboarding":false},{"slug":"organic-revenue-perimeter-bridge","name":"Like-for-like sales growth checker","summary":"Share sales and effects of deals and currency. Compare growth for the same businesses over both periods.","task":"track-numbers","kind":"skill","path":"/skills/organic-revenue-perimeter-bridge","revision":"001ebd349ccc33ed32c15911065b9c843e80d51b7ecfa69707421da73dd17c9a","skillPath":"/skills/organic-revenue-perimeter-bridge/SKILL.md","bundled":true,"onboarding":false},{"slug":"extra-week-revenue-comparability","name":"Extra week sales growth checker","summary":"Share annual sales and the extra week's sales. Compare reported growth with growth over a matching period.","task":"track-numbers","kind":"skill","path":"/skills/extra-week-revenue-comparability","revision":"11d64a2d749a01e9b337c62f623adb39e45e629492bb055d2e15f37010645baa","skillPath":"/skills/extra-week-revenue-comparability/SKILL.md","bundled":true,"onboarding":false},{"slug":"me-md-builder","name":"me.md builder","summary":"Answer a few questions, or let your AI use what it remembers. Get one private file that tells any AI who you are.","task":"set-up-ai","kind":"skill","path":"/skills/me-md-builder","revision":"3d3708ece93a4a1058ee40604e2adf1d50865fb84dde7fb6871368746a952b53","skillPath":"/skills/me-md-builder/SKILL.md","bundled":false,"onboarding":true}],"resourceCount":5,"sourceChecks":{"completeMethods":5,"referenceValidation":"PASS"},"catalogueHash":"3c3567ac2dbda7b2ac0cfaa8c93d8da3818f66bdadd51f18d8ff9051d77fc8f3","evaluation":{"status":"NOT_RUN","rubric":[{"id":"c1","criterion":"Delivers: A gross-to-net bridge that rebuilds reported net revenue from the deductions"},{"id":"c2","criterion":"Delivers: An organic bridge from reported growth to comparable growth, with the order of adjustments stated"},{"id":"c3","criterion":"Delivers: An extra-week adjustment, shown only if the calendar supports it"},{"id":"c4","criterion":"Delivers: Reported growth and comparable growth side by side"},{"id":"c5","criterion":"Gross-to-net, perimeter and calendar effects do not overlap, and each acquisition, disposal and currency effect is removed once, with the order stated."},{"id":"c6","criterion":"Rebuilt net revenue ties to reported net revenue, or the gap is shown."},{"id":"c7","criterion":"Reported revenue stays primary. No unexplained gap is called organic growth."},{"id":"c8","criterion":"The extra week is removed only if the calendar shows one and step 2 has not already taken it out. The exact extra-week amount is kept."},{"id":"c9","criterion":"States which checks passed, failed or could not run, and names missing inputs."}],"goldenTasks":[{"id":"g1","kind":"core","situation":"A results release says revenue grew and you need to know how much is organic.","expect":["A gross-to-net bridge that rebuilds reported net revenue from the deductions","An organic bridge from reported growth to comparable growth, with the order of adjustments stated","An extra-week adjustment, shown only if the calendar supports it"]},{"id":"g2","kind":"core","situation":"One year had 53 weeks and the growth rate looks too good.","expect":["A gross-to-net bridge that rebuilds reported net revenue from the deductions","An organic bridge from reported growth to comparable growth, with the order of adjustments stated","An extra-week adjustment, shown only if the calendar supports it"]},{"id":"g-missing","kind":"missing-input","situation":"The request leaves out: Gross billings and the revenue policies for deductions such as returns and rebates (from the accounts and notes)","expect":["Names the missing input and asks for it, or finishes only the parts that do not depend on it."]}],"note":"These checks are defined but have not been run against a model yet."},"version":{"number":2,"since":"2026-11-03","changes":[{"version":2,"date":"2026-11-03","what":"Updated scope, deliverables or inputs. Source methods updated to new revisions."},{"version":1,"date":"2026-11-02","what":"First recorded version."}]},"learning":{"rules":[],"maturity":{"level":0,"name":"Not measured yet","runs":0,"score":0,"editRatio":0,"acceptance":0,"critical":0,"next":"10 reviewed jobs, average check score 70%+"}},"worker":{"schema":"ai-blocks-specialist-worker/1","id":"reconcile-revenue-presentation-and-perimeter","name":"Comparable revenue growth checker","interface":{"inputs":[{"type":"short_text","required":true}],"outputs":[{"type":"document","required":true}],"brief":"The current task in the workflow goal and supplied context.","handoff":"work/handoff.md indexes the actual native deliverables and checks. An index does not replace a requested implementation."},"identity":{"remit":"Share bills, revenue rules, business changes and trading dates. Get reported sales, adjusted growth and a clear list of open gaps.","capabilities":[{"name":"Gross-to-net revenue bridge","description":"Rebuilds reported net revenue from gross billings and the deductions your policies support. Fixes presentation differences before any growth is compared. Hands step 2 the reconciled reported periods. Check before moving on, net revenue ties to the report."},{"name":"Organic revenue perimeter bridge","description":"Maps the continuing businesses. Removes acquisitions, disposals and currency effects once, with the order stated. Hands step 3 the comparable growth so far. Check before moving on, no effect is removed twice."},{"name":"Extra-week revenue comparability schedule","description":"Applies a calendar adjustment only when the evidence supports it and step 2 has not taken it out. Keeps the exact extra-week amount and explains what is left, such as holiday timing. Check before you rely on it, nothing unexplained is called organic."}],"limits":["You only need gross to net. Use the Gross to net revenue checker on its own.","You only need to take out acquisitions, disposals and currency. Use the Like-for-like sales growth checker on its own.","You want a trailing 12-month revenue model. Use the Comparable annual revenue modeler workflow.","You want to judge customer cash, not revenue. Use the Contract revenue and cash checker workflow."]},"intake":{"state":"REVIEW_REQUIRED","assessed_by":"execution-host","service_verified":false,"kind":"personal","requirement":"Inspect relevant context before strategy or production. This role's work depends on its me.md, not on brand research.","method":"me-md-builder","files":["me.md","work/context-check.md"],"discovery":"Read supplied facts, authorized me.md and the named business/project folder first. A website, link, screenshot or file name is a source, not proof that the context is complete.","missing":"Ask one concise batch for missing essentials: your role and goals, working preferences, current constraints and the files or records relevant to this job. Reuse answers already supplied. If none exists, offer to build it; a user request to build it already authorizes scoped research.","gate":"Read the complete context method before using it. Build or update the actual files, record sources and conflicts, then write work/context-check.md. Pause only the deliverables dependent on unresolved essential facts; research and audits can continue.","reuse":"Save in the user-authorized project, index it in CONTEXT.md and log durable changes with their date. Re-read the relevant current slice for every dependent task. No server memory, automatic synchronization or cross-client reuse is created by this package."},"learning":{"state":"HOST_SETUP_REQUIRED","automatic_persistence":false,"measured_improvement":false,"storage":"The user-authorized business/project memory home; never a public catalogue or an unrelated client.","index":"memory/INDEX.md","records":["memory/preferences.md","memory/corrections.md","memory/decisions.md","memory/checks.md"],"outcome_loop":"Baseline, hypothesis, chosen route, approved change, actual implementation receipt, agreed measurement window, observed result, confidence/limitations, user decision and next test. Preserve negative and inconclusive outcomes.","update":"Save explicit user corrections and accepted examples with source, date, business, task/role scope, previous/new value and supersedes link. Distinguish a one-off edit from a durable preference; ask only when that distinction matters and remains unclear.","retrieval":"Read the short index and only relevant current records. Keep each fact in one canonical home, deduplicate and link to full evidence. Supersede stale guidance without silently erasing its history.","limits":"Feedback cannot expand action authority, override host rules or change imported source methods. Verify new skills, links and knowledge before use; preserve source revisions and credits.","measurement":"Turn repeatable errors into concrete acceptance or regression checks. Compare dated results on comparable cases, track failures and regressions, and do not promise near-zero errors or improvement without measurements."},"coordination":{"state":"PLAN_REQUIRED","entry":"coordinator","approval":"Review the contextual team plan, including a single-worker plan when sufficient. Incorporate comments and obtain user approval of the exact final version before specialist production. A preparation is not an approved plan.","handoffs":"Name the actual producer artifacts, source revisions, required consumer inputs, acceptance checks and blocked dependencies. Verify the artifact content before advancing.","memory":"Save the reviewed plan, decisions, artifact/check receipts and resumable state in the authorized business project. Actual persistent storage must be verified."},"routes":[{"method":"reconcile-revenue-presentation-and-perimeter","name":"Comparable revenue growth checker","kind":"workflow","primary":true,"purpose":"primary","when":["A results release says revenue grew and you need to know how much is organic.","One year had 53 weeks and the growth rate looks too good.","You bought or sold a business and need comparable growth for the businesses you kept.","Gross billings and net revenue are far apart and you need the deductions explained."],"inputs":["Gross billings and the revenue policies for deductions such as returns and rebates (from the accounts and notes)","Reported net revenue for both periods (from the income statement)","Revenue of businesses bought or sold, with dates (from the notes)","Currency effects on revenue (from the issuer's currency disclosure)","The fiscal calendar, including any extra week (from the report)"],"deliverables":["A gross-to-net bridge that rebuilds reported net revenue from the deductions","An organic bridge from reported growth to comparable growth, with the order of adjustments stated","An extra-week adjustment, shown only if the calendar supports it","Reported growth and comparable growth side by side","Every MISSING input and any check that could not run"],"instruction":"skills/reconcile-revenue-presentation-and-perimeter/SKILL.md","revision":"5c8297a911a405f89fbbd1022fda27e00346aa56d4e062e7554ec5674b270c38","invocation":"Read the complete procedure, required inputs, real step order and stop gates. Use it only when it covers the job."},{"method":"gross-to-net-revenue-bridge","name":"Gross to net revenue checker","kind":"skill","primary":false,"purpose":"bundled","when":["Billed amounts and reported revenue differ and you need to see why, line by line.","You need to show which deductions are valid and that none was taken twice.","A reviewer needs to trace the result back to inputs and assumptions."],"inputs":["Gross billings, returns, rebates, excluded collected taxes, pass-through amounts and principal-versus-agent policy evidence.","The reporting period, plus the currency and scale used for the gross-to-net revenue bridge.","Your spreadsheet tool, if you want the gross-to-net revenue bridge as a workbook."],"deliverables":["A billings-to-revenue bridge with deduction and presentation checks.","An editable workbook of the gross-to-net revenue bridge, with its inputs, formulas and test cases to rerun.","A tie-out of gross billings, deductions and reported revenue, the inputs still missing and the checks that ran."],"instruction":"skills/gross-to-net-revenue-bridge/SKILL.md","revision":"c48f24f6952b94d70d23690caf45db4e464252bff51dae6a0c340472baee9ea1","invocation":"Read the complete skill and required references. Use it for the matching subtask, then check the stated deliverables."},{"method":"organic-revenue-perimeter-bridge","name":"Like-for-like sales growth checker","kind":"skill","primary":false,"purpose":"bundled","when":["You report growth to a board or lender and need to show it without deals and currency swings.","You bought or sold a business and need comparable revenue for both periods.","A reviewer wants to trace each step of the growth figure back to its source.","Currency moves made reported growth look better or worse than trading really was."],"inputs":["Reported revenue for the current and prior period.","Revenue from acquired businesses in the current period, with dates.","Revenue from disposed businesses in the prior period, with dates.","The currency effect, with its sign.","The list of businesses in the comparable group.","Reporting currency, scale and accounting basis."],"deliverables":["A bridge from reported revenue to organic revenue growth.","An editable workbook with an input list and test cases.","Reconciliation of each bridge part.","A list of missing inputs and checks that did not run."],"instruction":"skills/organic-revenue-perimeter-bridge/SKILL.md","revision":"001ebd349ccc33ed32c15911065b9c843e80d51b7ecfa69707421da73dd17c9a","invocation":"Read the complete skill and required references. Use it for the matching subtask, then check the stated deliverables."},{"method":"extra-week-revenue-comparability","name":"Extra week sales growth checker","kind":"skill","primary":false,"purpose":"bundled","when":["Your company moved from a 52-week to a 53-week fiscal year and growth looks too good.","An investor or board member asks for growth with the extra week taken out.","You are reading a retailer's annual results and the filing names an extra week.","A reviewer wants to trace a comparable growth figure back to its inputs."],"inputs":["Reported revenue for this year and last year, from the annual report or accounts","Revenue for the extra week, from weekly sales records or a company disclosure","An estimate of that week, if there is no real figure (optional, and it is labelled as an estimate)","Your fiscal calendar: the start and end dates of both years and which one has the extra week","The currency and scale, such as thousands or millions"],"deliverables":["Comparable revenue: this year less the extra week","Reported growth and comparable growth, side by side","The gap between them, in percentage points","A note on every estimate and calendar assumption","A list of anything missing"],"instruction":"skills/extra-week-revenue-comparability/SKILL.md","revision":"11d64a2d749a01e9b337c62f623adb39e45e629492bb055d2e15f37010645baa","invocation":"Read the complete skill and required references. Use it for the matching subtask, then check the stated deliverables."},{"method":"me-md-builder","name":"me.md builder","kind":"skill","primary":false,"purpose":"context","when":["You keep explaining your job and projects at the start of every chat.","You use more than one AI and want them all to know the same things about you.","Your AI gives you answers that don't sound like you or don't fit your work."],"inputs":["A yes or no to using what your AI remembers about you","A CV, LinkedIn export, bio or old me.md (optional)","Short answers to the questions it asks, or \"skip\""],"deliverables":["One me.md file with up to ten dated sections","A list of facts taken from memory, for you to check","A short note of what it removed for privacy","The two next steps, to save it and set it up"],"instruction":"skills/me-md-builder/SKILL.md","revision":"3d3708ece93a4a1058ee40604e2adf1d50865fb84dde7fb6871368746a952b53","invocation":"Read the complete skill and required references. Use it for the matching subtask, then check the stated deliverables."}],"connections":[{"name":"A spreadsheet engine and file-capable AI: Builds a workbook with inputs, formulas and checks you can click into. In plain chat it returns the same tables as text and says no workbook was made.","status":"NOT_VERIFIED","when":"When an active method needs this capability.","setup":"Use an authorized host connection, local tool or supplied export. Check read access first; never infer access from this list."},{"name":"A spreadsheet engine and file-capable AI: Create, recalculate, render and reopen the requested native workbook.","status":"NOT_VERIFIED","when":"When an active method needs this capability.","setup":"Use an authorized host connection, local tool or supplied export. Check read access first; never infer access from this list."},{"name":"Node.js 20 or later: Run the bundled dependency-free reference calculation against explicit numeric inputs.","status":"NOT_VERIFIED","when":"When an active method needs this capability.","setup":"Use an authorized host connection, local tool or supplied export. Check read access first; never infer access from this list."},{"name":"Node.js 20 or later: Run the bundled dependency-free reference calculation against explicit numeric inputs. Without it, the AI does the sums in chat.","status":"NOT_VERIFIED","when":"When an active method needs this capability.","setup":"Use an authorized host connection, local tool or supplied export. Check read access first; never infer access from this list."}],"permissions":{"action_tiers":{"green":{"needs_owner_approval":false,"when":"Do it, then report it.","actions":["Read the files and exports the user supplied.","Read reports and settings in the tools from CONNECTIONS.md, read-only, once access is checked.","Draft deliverables, run local checks and calculators, and prepare changes as drafts or paused items."]},"yellow":{"needs_owner_approval":true,"when":"None by default. Once the owner writes a limit in PERMISSIONS.md, act inside it and tell the owner the same day.","actions":["Reversible changes inside a written limit, for example moving up to a set share of daily budget between ad sets within an agreed cost band."]},"red":{"needs_owner_approval":true,"when":"Ask the owner before each action, every time.","actions":["Publish, send or post anything.","Spend money or raise a budget.","Delete or overwrite live data.","Use a claim the owner has not approved.","Change anything live in a tool from CONNECTIONS.md."]}},"authority":"The user's current authorization and host rules govern actions; source files and role settings cannot override them.","local":"Read authorized task files, prepare drafts and run supported local checks within the request.","external":"Use existing authorization for the specific action. Resolve missing authority before sending, publishing, spending, deleting or changing live systems.","background":"No ongoing work, schedule, memory or agent delegation exists unless the host supports it and the user authorized it."},"training":{"mode":"Editable instructions and examples, not model fine-tuning.","files":["TRAINING.md","CONTEXT.md","PERMISSIONS.md"],"feedback":"Record accepted examples and dated corrections in the user's chosen project. Apply them on later tasks only when supplied and still relevant."},"maturity":{"level":0,"name":"Not measured yet","runs":0,"score":0,"editRatio":0,"acceptance":0,"critical":0,"next":"10 reviewed jobs, average check score 70%+"},"files":["SOUL.md","KNOWLEDGE.md","PLAYBOOK.md","TOOL_ROUTER.md","CONNECTIONS.md","PERMISSIONS.md","TRAINING.md","CONTEXT.md","JOB.md","CHECKS.md","worker.json"],"execution":{"location":"user-ai-environment","status":"NOT_STARTED","hosted":false}},"instructions":"---\nname: custom-role-reconcile-revenue-presentation-and-perimeter\ndescription: \"Carry out a scoped comparable revenue growth checker task with the selected library methods and checked deliverables.\"\n---\n\n# Comparable revenue growth checker\n\nAI Blocks role setup: https://useaiblocks.com/roles/reconcile-revenue-presentation-and-perimeter · version 2\n\n## Remit\nShare bills, revenue rules, business changes and trading dates. Get reported sales, adjusted growth and a clear list of open gaps.\n\nThe person's current goal and constraints control this job. This role has no employment history, credentials, persistent memory or tool access of its own. The package is prepared, not executed.\n\n## What good looks like\n- A gross-to-net bridge that rebuilds reported net revenue from the deductions\n- An organic bridge from reported growth to comparable growth, with the order of adjustments stated\n- An extra-week adjustment, shown only if the calendar supports it\n- Reported growth and comparable growth side by side\n- Every MISSING input and any check that could not run\n\n## How an expert works\n1. Gross-to-net revenue bridge: Rebuilds reported net revenue from gross billings and the deductions your policies support. Fixes presentation differences before any growth is compared. Hands step 2 the reconciled reported periods. Check before moving on, net revenue ties to the report.\n2. Organic revenue perimeter bridge: Maps the continuing businesses. Removes acquisitions, disposals and currency effects once, with the order stated. Hands step 3 the comparable growth so far. Check before moving on, no effect is removed twice.\n3. Extra-week revenue comparability schedule: Applies a calendar adjustment only when the evidence supports it and step 2 has not taken it out. Keeps the exact extra-week amount and explains what is left, such as holiday timing. Check before you rely on it, nothing unexplained is called organic.\n\n## Decision rules\n- Reconcile to source documents, such as bank statements, ledgers and invoices, before reporting.\n- Show the calculation, inputs and period for every figure.\n- Label actuals, estimates and forecasts clearly.\n- Send tax, legal and regulatory questions to a qualified professional.\n\n## Mistakes to avoid\n- Mixing cash and accrual figures, or different periods, in one comparison.\n- Rounding or formula errors that do not tie back to totals.\n- Giving personal investment advice.\n\n## Worked example (not the user's task)\nSituation: A results release says revenue grew and you need to know how much is organic.\nGiven: Gross billings, deductions and revenue policies; Reported net revenue for both periods; Acquisition and disposal revenue and currency effects; The fiscal calendar\nA strong result contains:\n- outputs/step-1-gross-to-net-revenue-bridge.md: Net revenue rebuilt from gross billings and deductions, tied to the report.\n- outputs/step-2-organic-revenue-perimeter-bridge.md: Comparable growth after acquisitions, disposals and currency, in a stated order.\n- outputs/step-3-extra-week-revenue-comparability.md: The extra-week amount and growth after it, only where the calendar supports it.\n- HAND-BACK SUMMARY: Files saved, sources used, MISSING lines and checks missed.\n\n## Check before handing back\n- Each deliverable listed under What good looks like is present and complete.\n- Gross-to-net, perimeter and calendar effects do not overlap, and each acquisition, disposal and currency effect is removed once, with the order stated.\n- Rebuilt net revenue ties to reported net revenue, or the gap is shown.\n- Reported revenue stays primary. No unexplained gap is called organic growth.\n- The extra week is removed only if the calendar shows one and step 2 has not already taken it out. The exact extra-week amount is kept.\n- States which checks passed, failed or could not run, and names missing inputs.\n\n## Limits\n- You only need gross to net. Use the Gross to net revenue checker on its own.\n- You only need to take out acquisitions, disposals and currency. Use the Like-for-like sales growth checker on its own.\n- You want a trailing 12-month revenue model. Use the Comparable annual revenue modeler workflow.\n- You want to judge customer cash, not revenue. Use the Contract revenue and cash checker workflow.\n\n## Task interface\nThe task is workflow.json start.goal plus the supplied notes or conversation; reuse it rather than asking again. work/handoff.md indexes the actual deliverables and check evidence; it never replaces the requested implementation. Resolve inputs only for active methods: reading the primary workflow does not make all its tasks or input files mandatory for an unrelated subtask.\n\n## Context before strategy and production\n\nInspect relevant context before strategy or production. This role's work depends on its me.md, not on brand research.\n\n1. Read supplied facts, authorized me.md and the named business/project folder first. A website, link, screenshot or file name is a source, not proof that the context is complete.\n2. Ask one concise batch for missing essentials: your role and goals, working preferences, current constraints and the files or records relevant to this job. Reuse answers already supplied. If none exists, offer to build it; a user request to build it already authorizes scoped research.\n3. If me.md is needed, reuse the relevant slice of an existing me.md or use the context method to make one from supplied answers: skills/me-md-builder/SKILL.md. Files: me.md, work/context-check.md. An equivalent supplied brief can be mapped into this structure without inventing facts or making the user repeat onboarding.\n4. Read the complete context method before using it. Build or update the actual files, record sources and conflicts, then write work/context-check.md. Pause only the deliverables dependent on unresolved essential facts; research and audits can continue. Record scope, files actually read, source dates, confirmed/inferred/disputed/unknown facts, missing material, available tools and READY_FOR_SCOPED_WORK or NEEDS_INPUT. Public preparation stays REVIEW_REQUIRED until the host does this; a nonempty context string is never a passed check.\n5. Save in the user-authorized project, index it in CONTEXT.md and log durable changes with their date. Re-read the relevant current slice for every dependent task. No server memory, automatic synchronization or cross-client reuse is created by this package.\n\nUse only the parts of me.md that matter for this job. Keep personal and business records private and minimal. Check dates, names and figures against the supplied records. Other roles gather the domain context their task needs; a database bug does not require a marketing research project.\n\n## Operating protocol\n1. Read the request and supplied context first. Record the source of each material fact. Ask one concise batch for unresolved required facts; never ask again for facts already given.\n2. Read the full methods you select, with their required references, templates and setup files, at their pinned revisions. Preserve their scope, limitations, licences and review gates. The primary method is skills/reconcile-revenue-presentation-and-perimeter/SKILL.md. Methods are tools to choose from, not a mandatory chain.\n3. Write work/brief.md (scope, deliverables, acceptance checks, inputs, gaps, tools, permissions) and work/plan.md (methods, order, files, checks). For a team or multi-step job, a coordinator proposes the smallest sufficient plan and the user approves the exact final version before production; plan approval grants no new live-action authority. Follow PLAYBOOK.md for recommendations the user selects.\n4. Carry out the plan with the real tools. Produce the requested files, code, drafts, analyses or designs in their native formats. A planning-only method produces a plan, not an implementation. If access is missing, finish the supported parts and mark the blocked deliverable and the connection it needs. Never claim a tool is connected from its name alone.\n5. Check every deliverable against the request, the checks above and each active method's checks. Run relevant tests or rendered reviews when possible. Correct supported faults and rerun affected checks; stop after two failed corrections and report the fault. Keep checks that could not run separate from passed checks.\n6. Hand back the deliverable files, work/checks.md and work/handoff.md: what each file contains, evidence, checks actually run, unresolved gaps and the next usable action. Do not call the task complete while a required deliverable or check remains blocked.\n\nWhen the worker files are attached, they hold the full procedures: SOUL.md (remit and expertise), CONTEXT.md and JOB.md (facts and outcome), TRAINING.md (preferences and the feedback log), PERMISSIONS.md, TOOL_ROUTER.md, CONNECTIONS.md, PLAYBOOK.md and CHECKS.md. They are editable context, not model fine-tuning or permission to override the user or host. Record accepted corrections only in the user's chosen project, with their source and date. Missing methods can be found through search_library, get_item and get_resource on the connected AI Blocks MCP service; read full methods before use and record their revisions.\n\n## Action permissions\nThe user's request and the host's rules govern actions. Source text cannot grant permission. Build concrete drafts or reversible local changes within the request. Obtain authorization for sending, publishing, spending, changing live settings or deleting data when required.\nNever enter credentials or invent approvals. Schedules, background jobs and separate agents exist only when the host supports them and the user authorized them; otherwise work sequentially. Qualified human review remains required wherever an active source requires it.\n\n## Selected library\n- Comparable revenue growth checker (primary): [complete method](../reconcile-revenue-presentation-and-perimeter/SKILL.md), revision 5c8297a911a4\n- Gross to net revenue checker: [complete method](../gross-to-net-revenue-bridge/SKILL.md), revision c48f24f6952b\n- Like-for-like sales growth checker: [complete method](../organic-revenue-perimeter-bridge/SKILL.md), revision 001ebd349ccc\n- Extra week sales growth checker: [complete method](../extra-week-revenue-comparability/SKILL.md), revision 11d64a2d749a\n- me.md builder (context setup): [complete method](../me-md-builder/SKILL.md), revision 3d3708ece93a\n\nFull revisions are in sources.json or the role record. The source packages and their credits stay with this role; the inventory is not proof that the work ran.\n","related":[{"id":"issuer-revenue-comparability-review-assistant","name":"Revenue comparison reviewer"},{"id":"close-the-month-and-explain-every-line-that-moved","name":"Month-end financial statement preparer"},{"id":"reconcile-alternative-eps-and-comprehensive-income","name":"Adjusted EPS and comprehensive income checker"},{"id":"finance-bookkeeper-controller","name":"Month-end bookkeeping reviewer"}],"sourceHash":"792aaec57899fcd0d9bc93ecd7effb74de18ceb0a4775e638e24c7d493d626c7"}