Performance task rubric · Sequences in Finance, Patterns, Sequences and Series, Compound Interest

Digital financial report with graphs

Task. Compare two ways of reaching a savings goal (e.g. ₱50,000 for a laptop in three years): a regular deposit plan versus a lump sum in a time deposit. Model each with a sequence or series, build tables and graphs in a spreadsheet, and present a one-page digital report that recommends a plan and justifies the decision.

Performance standard: Create and present a digital financial report with graphs, equations, and justified real-life decisions.

Learner / group

Criteria	4 · Excellent	3 · Proficient	2 · Developing	1 · Beginning	Weight	Score
Correct use of sequences and series	Identifies the right sequence type for each plan, writes the general term and sum formulas, and applies them correctly.	Correct formulas with one computational slip.	Uses a formula that does not fit the plan (e.g. arithmetic for compounding).	No sequence or series used.	30%	—
Comment on “Correct use of sequences and series”
Graphs and tables	Graphs have titled axes, correct scales, both plans on one chart, and the goal line marked.	Graphs are correct but missing one label or the goal line.	Graphs are present but misleading or mis-scaled.	No graphs or tables.	25%	—
Comment on “Graphs and tables”
Justified decision	Recommendation cites totals, time to goal and risks; trade-offs are discussed.	Recommendation cites totals and time; no trade-offs.	Recommendation stated with weak support.	No recommendation.	25%	—
Comment on “Justified decision”
Report quality	One page, clear headings, correct peso formatting, sources of rates cited.	Clear report with minor formatting issues.	Disorganised or missing rate sources.	Report is incomplete.	20%	—
Comment on “Report quality”
Total					100%	0/4 scored

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