Overview
| Property | Value |
|---|---|
| Domains | Investment Banking, Law, Management Consulting |
| Demo domain | Management Consulting |
| Scenario | Floor & Decor (FND) operational performance deep-dive — Project Terrace |
| Tasks | 10 consulting analysis tasks with rubric-based grading |
| Task types | Inventory risk analysis, competitor benchmarking, store productivity, installed sales economics, NPS computation, CTV market analysis, ad revenue modeling |
Environment
The demo showcases two management consulting environments: Project Terrace (Floor & Decor retail optimization, 104 files) and Project Roku (CTV/streaming platform strategy). The sample below uses Project Terrace:Environment details — 104 files across 7 categories (Project Terrace)
Environment details — 104 files across 7 categories (Project Terrace)
Project Admin (5 DOCX): Engagement charter, kickoff meeting notes, project timeline, scope & work plan, and team roster for Project Terrace.Company Filings (21 PDFs): 10-K annual filings for 7 comparable companies — Floor & Decor (FND), Home Depot (HD), LL Flooring (LL), Lowe’s (LOW), Mohawk Industries (MHK), MSC Industrial (MSM), and Tile Shop Holdings (TTS), covering 2021–2025.Industry Research (14 files): Government and academic data sources — BLS employment, consumer expenditures, CPI shelter, JOLTS, occupational wage surveys (OEWS); Census construction spending, retail sales, e-commerce; FRED housing starts, retail sales; Harvard JCHS state housing reports.Analysis Models (30+ XLSX + 2 CSV): Store-level and company-level analysis spreadsheets including:
FND_Installed_Sales_Economics.xlsx— 250 stores with margin, callback, and revenue dataFND_Store_Performance_v3.xlsx— store productivity metrics by regionFND_Inventory_Analysis.xlsx— inventory turns, aging, slow-moving SKU analysisFND_Competitor_Benchmarking.xlsx— peer comparison across key metricsFND_Customer_Cohort_Analysis.xlsx,FND_Gross_Margin_Bridge.xlsx,FND_Scenario_Sensitivity_Model.xlsx, and 20+ more- Company financial extracts for HD, LL, LOW, MHK, MSM, TTS
Data
| File | Description |
|---|---|
tasks_and_rubrics.json | 10 tasks with prompts, gold responses, and rubric criteria |
trajectories.jsonl | Agent trajectories with chain-of-thought reasoning and tool calls |
tool_schemas.json | Tool definitions available to the agent (filesystem, spreadsheets, code execution, documents) |
Sample
All 10 tasks overview
All 10 tasks overview
| Task | World | Description | Expected Output |
|---|---|---|---|
terrace_01 | Project Terrace | Inventory risk analysis by region | SE inventory $46.5M, 16 problem stores, worst FND-187 |
terrace_02 | Project Terrace | Benchmark Floor & Decor against peers | FND growth 3.7%, LL Flooring -15.7%, Tile Shop GM 64.9% |
terrace_03 | Project Terrace | Store productivity and profitability by region | NE $58.28/sqft, MW $54.02/sqft, company avg $56.27/sqft |
terrace_04 | Project Terrace | Rank stores by net installation margin | Best FND-109 at 12.0%, worst FND-180 at 5.0%, avg 8.7% |
terrace_05 | Project Terrace | Compute NPS from raw customer survey data | DIY NPS -43.1, Design-Assisted -43.8, Pro -47.5 |
roku_01 | Project Roku | FAST channel lineup economics | Top: Entertainment $84.0M, News $50.4M |
roku_02 | Project Roku | CTV platform market concentration (HHI) | HHI 1500, CR3 56% |
roku_03 | Project Roku | CTV viewer and advertiser NPS | Viewer -39.2, Advertiser -54.0, Overall -42.9 |
roku_04 | Project Roku | Quarterly roll-up of Roku Channel performance | Q2 2023 Ad Rev $545.7M, margin 68.1% |
roku_05 | Project Roku | Cross-analysis of advertising categories | Top efficiency: Automotive (5.04), CPG/FMCG (4.80) |
Full task: Installed sales economics ranking (terrace_04)
Full task: Installed sales economics ranking (terrace_04)
Prompt:
Which stores have the best and worst economics on installed sales? Rank all stores by net installation margin, then give me these key highlights: the #1 store and its margin, the lowest-margin store and its margin, the portfolio average net installation margin, and the gap in percentage points between the best and worst store. Also report the installed revenue for FND-194 and FND-144 specifically, and the callback rate for FND-307. Round percentages to one decimal place and revenue to the nearest dollar. Reply here.Expected output:
- Top store: FND-109 with net installation margin of 12.0%
- Lowest store: FND-180 with net installation margin of 5.0%
- Portfolio avg net installation margin: 8.7%
- Gap between best and worst: 7.0pp
- FND-194 installed revenue: $5,223,275
- FND-144 installed revenue: $4,933,729
- FND-307 callback rate: 7.4%
- States that FND-109 is the top-ranked store with net installation margin of 12.0%
- States that FND-180 is among the lowest net installation margin stores at 5.0%
- States that portfolio average net installation margin is 8.7%
- States that the gap between best and worst store is 7.0pp
- States that FND-194 has installed revenue of $5,223,275
- States that FND-307 has a callback rate of 7.4%
- States that FND-144 has installed revenue of $4,933,729
Full agent trajectory (terrace_04 — 18 messages, 10 tool calls)
Full agent trajectory (terrace_04 — 18 messages, 10 tool calls)
Each assistant message includes Tool result:Step 2 — List spreadsheet tabs:The directory tree reveals a file that’s an exact match for the user’s question: Tool result:Step 3 — Read the full spreadsheet:Single tab called ‘Installed_Sales_Econ’ with 251 rows and 11 columns. That’s 1 header row + 250 data rows — a manageable size to read in full. With 11 columns, the data likely has all the metrics I need in one consolidated table…Tool result:Step 4 — Execute Python computation:Now I have the full dataset: 250 stores (FND-101 through FND-350) with 11 columns. The columns relevant to the user’s question are: column B (Installed_Revenue), column F (Net_Installation_Margin_%), and column G (Callback_Rate_%). I need to rank all 250 stores by column F…Tool result:Step 5 — Verify tied stores and callback rate (6 parallel reads):The code found a three-way tie at the top: FND-109, FND-144, and FND-153 all at 0.12 (12.0%), and a two-way tie at the bottom: FND-180 and FND-293 both at 0.05 (5.0%). But these margin values were stored as rounded decimals. Let me verify the exact stored values to confirm tie-breaking…Tool results:Step 6 — Final answer:All six verification reads confirm the stored values exactly match the computation. The three top-margin stores all show F = 0.12 with no hidden precision differences — FND-109, FND-144, and FND-153 are genuinely tied. The two bottom stores both show F = 0.05 — FND-180 and FND-293 are also a true tie.
reasoning_content (chain-of-thought) showing the agent’s step-by-step analytical reasoning. Reasoning is shown in italics below.System:You are an AI assistant with access to Code Execution, Excel/Spreadsheets, Filesystem, and Word/Documents. You MUST use tools to explore files and data before answering. NEVER assume. Keep full precision through intermediate calculations and only round final reported values.User:
Which stores have the best and worst economics on installed sales? Rank all stores by net installation margin, then give me these key highlights: the #1 store and its margin, the lowest-margin store and its margin, the portfolio average net installation margin, and the gap in percentage points between the best and worst store. Also report the installed revenue for FND-194 and FND-144 specifically, and the callback rate for FND-307. Round percentages to one decimal place and revenue to the nearest dollar. Reply here.Assistant:Step 1 — Explore directory tree:The user is asking about installed sales economics across stores — specifically ranking all stores by net installation margin, identifying best/worst, computing the portfolio average, finding the gap, plus specific revenue figures for FND-194 and FND-144, and the callback rate for FND-307. I need to locate the relevant data file(s) first…
I’ll start by exploring the filesystem to find relevant files, then thoroughly analyze the data.
/4. Analysis Models/FND_Installed_Sales_Economics.xlsx. “Installed Sales Economics” maps directly to the request for net installation margins, callback rates, and installed revenue by store…
The key file is FND_Installed_Sales_Economics.xlsx. Let me explore it.
Now I have all the data. Let me run a Python script to compute the rankings and extract the specific values requested.
There’s a three-way tie at the top (12.0%) and a two-way tie at the bottom (5.0%). Let me verify the exact stored values to confirm the tie-breaking and also double-check the callback rate for FND-307.
Installed Sales Economics — Store Ranking Highlights
Metric Value #1 Store (Best Margin) FND-109 — 12.0% (tied with FND-144 and FND-153) Lowest-Margin Store FND-180 — 5.0% (tied with FND-293) Portfolio Avg Net Installation Margin 8.7% Gap (Best vs. Worst) 7.0 percentage points The 7.0 pp spread from best to worst signals meaningful variation in subcontractor cost management and installation markup discipline across the portfolio, suggesting room for margin improvement at the bottom of the distribution. FND-307 ranks near the bottom of the margin table (5.1%) and carries a 7.4% callback rate, which is roughly in line with the portfolio but paired with weak margin economics.
Store Metric Value FND-194 Installed Revenue $5,223,275 FND-144 Installed Revenue $4,933,729 FND-307 Callback Rate 7.4%
Grading result (terrace_04 — 7/7 criteria passed)
Grading result (terrace_04 — 7/7 criteria passed)
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