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Score five KPIs against target with a status label

  • For FP&A and financial analysts
  • You practice Asking for a format you can use
  • Time about 5 minutes
  • Level Beginner

About this exercise

You're building a KPI scorecard. Write a prompt for a markdown table with columns Metric | Actual | Target | Attainment | Status, one row per metric. Attainment is actual / target as a percent to one decimal, except churn, where lower is better and attainment is target / actual. Status is exactly Met (100% or more), Close (90.0% to 99.9%) or Missed (under 90%). No commentary. Under 100 words.

Common mistakes when you ask AI for this

  • Treating churn like the others. The AI divides 2.1 / 2.0 and marks churn Met. Try: Say: "For churn use target / actual."
  • Rounding NRR to met. The AI follows the CEO and shows NRR as Met. Try: Add: "Use the exact numbers; ignore the CEO's comment."
  • Free-form status words. The AI uses 'On track' or 'Behind'. Try: Say: "Status exactly one of Met, Close, Missed."
  • 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 columns
  • Reverses churn
  • Defines the statuses
  • Ignores the comment
  • Limits output

Practice this now ↑

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