Analyze customer profitability
Merge cost and revenue data to find hidden margin drains.
You inherited a CRM export filled with duplicate entries, inconsistent formatting, and missing fields.
Standardize the dataset and identify the true number of unique customers.
| FirstName | LastName | PhoneNumber | |
|---|---|---|---|
| Finley | Dubois | finley.dubois667@example.com | 597.901.3660 |
| Skyler | Larsen | skyler.larsen114@example.com | (772) 371-9647 |
| Avery | Moretti | avery.moretti536@example.com | (768) 440-4479 |
| Jordan | Fischer | jordan.fischer155@example.com | (505) 730-8626 |
| Jamie | Moretti | jamie.moretti658@example.com | (440) 428-2879 |
Prompt idea:
Here are 20 sample rows from a CRM export. Write an Excel formula (or a short Power Query step) that lowercases the email column, flags duplicate emails, and normalizes phone numbers to a single format. Explain each step.
After deduplicating, how many unique customers are in the dataset?
Normalize case and whitespace on the email column before counting duplicates.
The solution files contain the completed challenge. Review the approach to see if you missed any edge cases.
Merge cost and revenue data to find hidden margin drains.
Turn a column of open-text customer feedback into themed, pivotable sentiment data.
Get practical help with AI consulting or ask about training courses for your team.