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The more clearly you set the boundaries, the less back-and-forth you need.
  • Time frame – “Last 12 months”, “Q4 2025”, “Year-to-date vs prior year”.
  • Entities – “By product line”, “for our Enterprise segment only”, “for self-serve customers”.
  • Cuts and filters – “Exclude one-time credits”, “focus on customers with ARR > $50k”, “only show US + Canada”.
Example (balanced between Ask and Build): “Why did net revenue change in Q3 vs Q2? Break it down by product line and region. Exclude customers with ARR under $10k.”