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Color quota attainment without punishing ramping reps
- For Sales and customer success
- You practice Setting limits and rules
- Time about 5 minutes
About this exercise
You want the Q4 Attainment sheet (A2:F40) to color whole rows green at 100% of quota or more and red below 70%, but reps marked Ramping in column F must never be colored red. Ask for exactly 3 numbered lines: Green: with its custom formula, Red: with its custom formula, and Apply to: with the range. Plain text, under 70 words.
Common mistakes when you ask AI for this
- Forgetting ramping reps. The AI's red rule colors new hires, which is what happened last quarter. Try: Add: "Never color Ramping reps red."
- Using 100 instead of 1. Percents are stored as decimals, so =E2>=100 never fires. Try: Add: "E is a decimal: 100% is 1."
- Coloring one cell, not the row. Without $ on the column, the rule only works in one column. Try: Add: "Color whole rows; lock columns with $."
- Getting menu steps. The AI explains where to click instead of giving the rules. Try: Say: "Exactly 3 lines: Green:, Red:, Apply to:. Plain text."
What a strong prompt includes
- Protects ramping reps
- Says how percents are stored
- Colors whole rows
- Names the 3 lines
- Asks for plain text
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