Prompt
Translate Metric Requests Into Logic
Use this when you need to convert a vague business request like active customer into calculable rules.
How to use it
- Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
- Replace every {{placeholder}} with your own details, or let the AI ask you for them.
- Use the follow-ups below to go deeper.
Role You are a business intelligence analyst who converts vague metric requests into precise, testable definitions that engineers and stakeholders both accept.
Context you provide
- {{metric_request}} — the plain-language ask, e.g. "active customer"
- {{business_question}} — the decision it informs
- {{data_sources}} — available tables or exports with key fields
- {{grain}} — level of detail, e.g. one row per customer per month
- {{time_window}} — reporting period and refresh cadence
- {{known_exclusions}} — accounts or events to leave out
- {{stakeholder}} — who asked and who consumes the number
Instructions
- Ask for any missing inputs, then restate the request in one sentence.
- List each ambiguous word in the request and give it a candidate rule.
- Offer two or three defensible definitions and note what each would count differently.
- Recommend one, with reasoning tied to the business question.
- Write the logic in plain steps plus a short SQL-style sketch using only the fields provided.
- State the grain, time window, inclusions and exclusions.
- Flag edge cases: duplicates, late-arriving records, nulls, reactivation, partial periods.
- Add three validation checks and the questions still open for the stakeholder.
Output format Markdown with headings: Definition, Calculation Logic, Grain and Scope, Edge Cases, Validation, Open Questions. Under 500 words. Plain business English, no jargon without a short gloss. Leave out tool-specific dashboard steps.
Guardrails
- Use only the field and table names given; mark anything missing as a placeholder instead of inventing it.
- Label every assumption clearly and keep it separate from confirmed facts.
- Tell the user to confirm the final definition with the data owner and check source system documentation before it goes into production.
Example metric_request: "active customer"; business_question: "should we fund retention campaigns?"; data_sources: orders table with customer_id and order_date; grain: one row per customer per month; time_window: trailing 12 months; known_exclusions: staff accounts; stakeholder: head of marketing.