{"id":"data2-customer-concentration-table-merged-names","audience":"finance","category":"data","track":"data","technique":"verification","level":"advanced","title":"Build a customer concentration table after merging duplicate names","free":false,"task":"Your CFO wants the revenue concentration of the top 5 customers. Make one markdown table with columns Customer, Revenue and % of total for the 5 largest customers after merging customers listed under two names, highest first, then a last line 'Top 5 share:' with the sum and percent. Percent of total uses the company total, one decimal, plain text apart from the table, under 100 words.","materialLabel":"Revenue by customer (attached to your prompt automatically)","material":"Revenue by customer - FY2025 (Ridgeway Software, $ thousands)\n\nAlder Co: 250\nBirch LLC: 310\nAlder Company: 170\nCedar Inc: 200\nDune Ltd: 120\nElm Co: 90\nFir Corp: 60\nAll other customers (several hundred small accounts): 800\n\nTotal company revenue: 2,000\n\nNotes:\n- \"Alder Co\" and \"Alder Company\" are the same customer (same tax ID); the billing system created two records.\n- \"All other customers\" is a bucket of many accounts, not one customer, so it can't be ranked.\n- Percent of total = customer revenue / 2,000 x 100.\n- Show revenue in $ thousands with a K, like $420K.","rules":[{"type":"plainText"},{"type":"maxWords","max":100}],"mistakes":[{"title":"Leaving the duplicates split","why":"The AI lists Alder Co and Alder Company as two customers.","fix":"Add: \"Merge Alder Co and Alder Company: 250 + 170 = 420.\"","checks":["r0"]},{"title":"Ranking the bucket","why":"The AI treats 'All other customers' as the biggest customer.","fix":"Add: \"Don't rank the 'All other customers' bucket.\"","checks":["r1"]},{"title":"No total line","why":"The AI never gives the combined share.","fix":"Add: \"Last line: Top 5 share: $1,140K = 57.0%.\"","checks":["r2"]},{"title":"Leaving the format to chance","why":"The AI picks its own length and layout unless told the exact shape.","fix":"Add: \"Plain text, no bold or headings.\"","checks":["plainText"]},{"title":"Trusting the AI to count words","why":"AI is bad at counting. Ask for a total word limit and it often lands over it.","fix":"Cap each part instead, for example \"each line under 15 words.\"","checks":["maxWords"]}],"promptHints":[{"label":"Names the columns","patterns":["customer ?\\||% of total"]},{"label":"Says merge","patterns":["merge","same customer","420"]},{"label":"Excludes the bucket","patterns":["bucket","all other"]},{"label":"Asks for the share line","patterns":["top 5 share"]},{"label":"Cuts extras","patterns":["nothing else","no intro"]}],"hint":"Concentration is wrong when duplicates split a customer and buckets get ranked. Name both.","mission":"How concentrated is our revenue in the top customers?","musts":["Merged duplicate","Bucket excluded","Top 5 share line"],"rubricLabels":["Alder is merged into one row at $420K (250 + 170), ranked first at 21.0%, followed by Birch LLC $310K (15.5%), Cedar Inc $200K (10.0%), Dune Ltd $120K (6.0%) and Elm Co $90K (4.5%)","The 'All other customers' bucket and Fir Corp are not in the top 5 table","The last line starts 'Top 5 share:' and gives $1,140K and 57.0% (420 + 310 + 200 + 120 + 90 = 1,140; 1,140 / 2,000), and the table has columns Customer, Revenue and % of total"]}