{"id":"revops-logo-retention-by-cohort-table","audience":"revops","category":"sales-work","technique":"verification","track":"sales","level":"intermediate","title":"Calculate logo retention by cohort with a merge adjustment","free":false,"task":"Build a retention table with columns Cohort, Start, Active, Retention, then an Overall row last. Sort the four cohort rows by Active from largest to smallest. Retention is Active divided by Start as a percent with one decimal and a % sign. Four Q2 accounts merged into other accounts; they are not churn, so remove them from Start for that cohort (Active already excludes them). Add a last line \"Overall uses 196 customers.\" if your overall start total is 196. Under 80 words.","materialLabel":"Your notes (attached to your prompt automatically)","material":"2025 NEW-CUSTOMER COHORTS (logo counts as of Nov 1, 2026)\nCohort | Customers at start | Still active\n2025 Q1 | 40 | 34\n2025 Q2 | 52 | 41\n2025 Q3 | 48 | 44\n2025 Q4 | 60 | 51\n\nNOTES FROM FINANCE:\n- 4 of the 52 Q2 customers were merged into other customer accounts during 2026. They are not churn and are not included in the Q2 still-active number of 41.\n- Churn means a customer ended their contract.","rules":[{"type":"maxWords","max":80}],"mistakes":[{"title":"Not adjusting for the merge","why":"The AI uses 52 and 41 for Q2 (78.8%).","fix":"Add: \"For Q2 use Start 48; merged accounts are not churn.\"","checks":["r0"]},{"title":"Wrong overall","why":"The AI averages the four percentages.","fix":"Add: \"Overall = total active / total start, not an average of percentages.\"","checks":["r1"]},{"title":"Rounding or format","why":"The AI shows 85% without a decimal or no % sign.","fix":"Add: \"One decimal and a % sign.\"","checks":["r0"]},{"title":"Missing the last line","why":"The AI adds commentary.","fix":"Add: \"Last line exactly: Overall uses 196 customers. Under 80 words.\"","checks":["r2","maxWords"]}],"promptHints":[{"label":"Names the columns","patterns":["cohort","start","active","retention"]},{"label":"Applies the merge","patterns":["merge","48","41","not churn"]},{"label":"Overall method","patterns":["overall","total active","not an average"]},{"label":"Format","patterns":["one decimal","% sign","1 decimal"]},{"label":"Sets the last line","patterns":["overall uses","last line"]}],"hint":"Name the columns, apply the merge adjustment, and say how to compute Overall.","rubricLabels":["The cohort rows are sorted by Active from largest to smallest (Q4, Q3, Q2, Q1) and Q2 uses Start 48 and Active 41 with Retention 85.4%","The Overall row is last and shows Start 196, Active 170 and Retention 86.7%, with Q4 85.0%, Q3 91.7% and Q1 85.0% for the other cohorts","The table has columns Cohort, Start, Active, Retention, and the last line is exactly \"Overall uses 196 customers.\""]}