Library › Sales AI › Revenue operations
Total this week's pipeline creation by source 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 Source | Opps | Amount, one row per source sorted from the largest amount to the smallest, then a Total row. Use the CRM counts, not the marketing claim. Amounts in $K written like $640K. No bold and nothing outside the table. Under 70 words.
Common mistakes when you ask AI for this
- Using the marketing claim. The AI uses 40 inbound opportunities. Try: Add: "Use the CRM counts after de-duplication."
- Adding deal increases. The AI adds the $75K changes. Try: Add: "Pipeline creation only, not changes to existing deals."
- Wrong sort. The AI keeps the CRM order. Try: Add: "Sort largest amount first, Total last."
- Bold and commentary. The AI bolds the Total and compares to target. Try: Add: "No bold; nothing outside the table."
What a strong prompt includes
- Names the columns
- Sorts by amount
- Uses CRM counts
- Adds a Total row
- Table only
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