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Reconcile two dashboards before a QBR

  • For Customer success managers
  • You practice Giving the right context
  • Time about 5 minutes
  • Level Advanced

About this exercise

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.

Common mistakes when you ask AI for this

  • Averaging the figures. The AI keeps the slide's 396. Try: Say: "Do not average them."
  • Picking the bigger number. The AI uses 412 because it looks better. Try: Say: "Use the metric whose definition matches the success plan."
  • Dropping definitions. The AI lists values with no definitions. Try: Say: "Include each definition in the table."
  • Getting markdown back. AI adds bold and headings by default, which show up as stray symbols where this is pasted. Try: Say "plain text, no bold, no headings, no asterisks".
  • Trusting the AI to count words. The AI runs long and cannot count its own words. Try: Cap each part ("each line under 12 words") and add "under N words in total".

What a strong prompt includes

  • Gives the header
  • Includes definitions
  • Matches the success plan
  • Bans averaging
  • Asks for plain text
  • Sets a word cap

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