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Measure stage 2 to 3 conversion for a snapshot cohort

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

About this exercise

Calculate stage 2 to stage 3 conversion for the Sep 30 cohort. Write exactly 5 plain-text lines starting Cohort:, Advanced:, Stayed:, Lost:, Conversion:. Cohort is the Sep 30 stage 2 opportunities minus the deleted duplicate, with the subtraction. Do not include opportunities created in October. Conversion shows the division as a percent with one decimal. Under 65 words.

Common mistakes when you ask AI for this

  • Using the unadjusted 12. The AI divides 5 by 12 (41.7%). Try: Add: "Remove the deleted duplicate from the cohort: 12 - 1 = 11."
  • Adding October opportunities. The AI folds the 7 new Stage 2 deals into the base. Try: Add: "Do not include opportunities created in October."
  • Dropping closed-lost. The AI removes the 2 lost deals from the base. Try: Add: "Closed-Lost deals stay in the cohort."
  • Wrong layout. The AI writes a table and commentary. Try: Add: "Exactly 5 plain-text lines, under 65 words."

What a strong prompt includes

  • Names the lines
  • Removes duplicate
  • Excludes October
  • Keeps lost
  • One decimal

Practice this now ↑

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