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Convert a multi-currency pipeline at budget rates

  • For Revenue operations
  • You practice Keeping the AI to your sources
  • Time about 5 minutes
  • Level Advanced

About this exercise

Convert the five deals to US dollars using the fixed budget rates, not the spot rates. Write a markdown table with columns Deal, Local amount, Rate, USD, then a Total row. Write the Local amount as the code and a plain number (for example EUR 80000) and the USD column as a whole number with no commas or symbols (for example 88000). Add one last line "Rates used: budget, set Jan 1." Under 90 words.

Common mistakes when you ask AI for this

  • Using spot rates. The AI uses the most recent rates (1.07, 1.24). Try: Add: "Use the budget rates (EUR 1.10, GBP 1.27), not spot."
  • Converting USD deals. The AI applies a rate to the USD deal. Try: Add: "The USD deal uses rate 1.00."
  • Missing the closing line. The AI adds a paragraph on FX risk. Try: Add: "Last line exactly: Rates used: budget, set Jan 1."
  • Wrong total. The AI mis-sums converted amounts. Try: Add: "Show each USD value, then sum them for the Total row."
  • Extra text. The AI adds notes about FX risk. Try: Add: "Table plus the last line only, under 90 words."

What a strong prompt includes

  • Names the columns
  • Uses budget rates
  • Shows the total
  • Handles USD
  • Sets the last line

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