{"id":"cs-two-dashboards-active-users-reconcile","audience":"customer-success","category":"support-work","technique":"context","track":"support","level":"advanced","title":"Reconcile two dashboards before a QBR","free":false,"task":"Build a plain-text table with the header row exactly \"Metric | Source | Definition | Value\" and two rows (one per dashboard). Then one line \"Use in the QBR:\" naming the metric whose definition matches the customer's success plan, and one line \"Do not:\" that says not to average them. Plain text, under 90 words.","materialLabel":"Your material (attached to your prompt automatically)","material":"QBR PREP - Brightwater Dental - active users\n\nPRODUCT ANALYTICS DASHBOARD\n- \"Active users (30 days)\": 412. Definition: any login in the last 30 days.\n\nCS DASHBOARD\n- \"Engaged users (30 days)\": 380. Definition: logged in AND completed 3 or more actions in the last 30 days.\n\nSUCCESS PLAN (signed with the customer, Jan 2026)\n- Goal 2: \"At least 300 users doing real work each month.\" Real work is defined in the plan as 3 or more actions in 30 days.\n\nThe CSM's draft slide says \"about 396 active users\" (the average of the two).\nThe customer's sponsor is Oskar Lindgren, who reads numbers closely.","rules":[{"type":"plainText"},{"type":"maxWords","max":90}],"mistakes":[{"title":"Averaging the figures","why":"The AI keeps the slide's 396.","fix":"Say: \"Do not average them.\"","checks":["r2"]},{"title":"Picking the bigger number","why":"The AI uses 412 because it looks better.","fix":"Say: \"Use the metric whose definition matches the success plan.\"","checks":["r1"]},{"title":"Dropping definitions","why":"The AI lists values with no definitions.","fix":"Say: \"Include each definition in the table.\"","checks":["r0"]},{"title":"Getting markdown back","why":"AI adds bold and headings by default, which show up as stray symbols where this is pasted.","fix":"Say \"plain text, no bold, no headings, no asterisks\".","checks":["plainText"]},{"title":"Trusting the AI to count words","why":"The AI runs long and cannot count its own words.","fix":"Cap each part (\"each line under 12 words\") and add \"under N words in total\".","checks":["maxWords"]}],"promptHints":[{"label":"Gives the header","patterns":["metric \\|","header"]},{"label":"Includes definitions","patterns":["definition"]},{"label":"Matches the success plan","patterns":["success plan","matches","definition matches"]},{"label":"Bans averaging","patterns":["do not average","don't average","average"]},{"label":"Asks for plain text","patterns":["plain","no bold","no markdown","no formatting","no headings"]},{"label":"Sets a word cap","patterns":["\\d+\\s*words","under \\d+","word"]}],"hint":"When two metrics disagree, show both with their definitions and choose by what the customer agreed to track.","mission":"Pick which dashboard's active-users number to use in the QBR.","musts":["Match customer's success plan","Never average them","Table has two rows"],"rubricLabels":["The header row is exactly \"Metric | Source | Definition | Value\" with two rows: Active users 412 from Product Analytics (any login) and Engaged users 380 from the CS dashboard (3 or more actions)","\"Use in the QBR:\" names the Engaged users figure of 380 because its definition matches the success plan's 3-or-more-actions goal","\"Do not:\" says not to average the two figures (the 396 on the draft slide is not a real metric)"]}