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Apply the list uplift or the contract cap, whichever is lower

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

About this exercise

Make a markdown table with columns Customer | Current | Uplift | New for the five renewals. Uplift is the list uplift of 7% unless the customer's contract cap is lower, in which case use the cap. New = current x (1 + uplift), in whole dollars with a $ sign. Under the table add one line exactly: "Finance confirms before notices go out." No bold and under 90 words.

Common mistakes when you ask AI for this

  • Using the old 5% for everyone. The AI applies 5% to all. Try: Add: "Use 7% unless a lower cap applies."
  • Applying a higher cap. The AI uses Dune's 10% cap. Try: Add: "A cap above 7% doesn't raise the uplift."
  • Missing the closing line. The AI adds commentary about contracts. Try: Add: "End with exactly: Finance confirms before notices go out."
  • Bold and extras. The AI bolds and explains. Try: Add: "No bold, under 90 words."

What a strong prompt includes

  • Names the columns
  • States the rule
  • Gives the formula
  • Adds the closing line
  • No bold

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