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Compare tier revenue to plan counting paying customers only

  • For FP&A and financial analysts
  • You practice Setting limits and rules
  • Time about 5 minutes
  • Level Intermediate

About this exercise

You're comparing monthly subscription revenue with plan by tier. Write a prompt for a markdown table with columns Tier, Plan revenue, Actual revenue and Variance, showing the multiplication in each cell like "600 x $20 = $12,000" for the revenue columns, followed by a last line starting "Total variance:". Count only paying customers (a free-trial customer is not paying). Under 120 words.

Common mistakes when you ask AI for this

  • Counting trial customers. The AI bills 260 Pro customers. Try: Say: "Count only paying customers; remove the 20 on free trial."
  • Hiding the multiplication. The AI shows only totals. Try: Add: "Show customers x price in each revenue cell."
  • Missing total variance. The AI forgets the last line or the sign. Try: Add: "Last line: Total variance with the sum of tier variances."
  • 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 part short.

What a strong prompt includes

  • Names the columns
  • Counts paying only
  • Shows the multiplication
  • Adds a total line
  • Caps length

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