Library › Sales AI › Revenue operations
Score each rep's CRM completeness in a sorted table
- For Revenue operations
- You practice Asking for a format you can use
- Time about 5 minutes
- Level Intermediate
About this exercise
Make a markdown table with columns Rep | Complete | Total | Percent | Status. Complete is the number of opportunities with all 3 required fields filled in. Percent is Complete divided by Total, as a whole number like 67%. Status is Pass at 80% or higher and Fix otherwise. Sort from lowest percent to highest. Under 110 words and nothing outside the table.
Common mistakes when you ask AI for this
- Double-counting gaps. The AI adds up missing fields instead of counting incomplete opportunities. Try: Add: "Count incomplete opportunities, not missing fields; overlaps count once."
- Wrong sort. The AI keeps alphabetical order. Try: Add: "Sort lowest percent to highest."
- Wrong threshold. The AI marks 80% as Fix. Try: Add: "Pass at 80% or higher."
- Extra text. The AI adds analysis under the table. Try: Add: "Nothing outside the table, under 110 words."
What a strong prompt includes
- Names the columns
- Defines complete
- Sets the pass rule
- Sorts rows
- Limits text
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