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Flag opportunity amount edits larger than 20 percent

  • For Revenue operations
  • You practice Setting limits and rules
  • Time about 5 minutes
  • Level Intermediate

About this exercise

Review the six amount edits. Flag an edit only if the change is more than 20 percent of the old amount (exactly 20 percent is not flagged). Write a markdown table of flagged edits with columns Opportunity, Old, New, Change, with Change as a signed percent with one decimal, sorted by size of change from largest to smallest ignoring the sign. Add a last line "Not flagged: [IDs]". Under 80 words.

Common mistakes when you ask AI for this

  • Flagging exactly 20%. The AI flags OP-14. Try: Add: "Exactly 20 percent is not flagged; only more than 20 percent."
  • Wrong percent base. The AI divides by the new amount. Try: Add: "Change = (new - old) / old."
  • Wrong order or sign. The AI sorts by ID or drops signs. Try: Add: "Sort by size of change, largest first, ignoring the sign; keep the sign in the cell."
  • Missing last line or extras. The AI explains the policy. Try: Add: "Table plus the Not flagged line only, under 80 words."

What a strong prompt includes

  • Names the columns
  • Threshold
  • Formula
  • Sort
  • Last line

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