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Measure top-3 customer concentration after merging a parent

  • For FP&A and financial analysts
  • You practice Catching mistakes and made-up facts
  • Time about 5 minutes
  • Level Beginner

About this exercise

You're measuring revenue concentration for the board. Write a prompt for plain text with lines starting "Top 3 customers:", "Top 3 total:" and "Share of revenue:", each with the math. Combine customers that share a parent before ranking. Facts only: don't mention risk levels or what the company should do. Under 60 words. No bullets or numbering.

Common mistakes when you ask AI for this

  • Ranking Acme Europe separately. The AI lists Acme, Birch, Acme Europe and gets $2.7M. Try: Say: "Combine customers that share a parent before ranking."
  • Commenting on risk. The AI says the concentration is high or low. Try: Add: "Facts only; no comments on risk or actions."
  • Wrong base for share. The AI divides by the top customers or all customers except others. Try: Add: "Share = top 3 total / $12.0M total revenue."
  • Markdown extras. The AI adds bold labels, headings and a closing note. Try: Say: "Plain text, no bold. Output only the lines asked for."
  • Trusting the AI to count words. AI is bad at counting and runs past word limits. Try: Ask for fewer words than the real cap and keep each line short.

What a strong prompt includes

  • Names the three lines
  • Combines the parent
  • Shows the share math
  • Bans risk comments
  • Caps length

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