{"id":"cs-renewal-forecast-category-first-rule-wins","audience":"revops","category":"support-work","technique":"verification","track":"support","level":"advanced","title":"Assign renewal forecast categories where the first matching rule wins","free":false,"task":"Build a plain-text table with the header row exactly \"Account | Category | Rule\" and seven rows in the order given. Apply the rules in order R1 to R4; the first rule that matches decides. Rule shows R1 to R4. \"More than\" does not include the boundary. Use the day counts given. Plain text, nothing else.","materialLabel":"Your material (attached to your prompt automatically)","material":"FORECAST RULES (apply in order; first match wins). Today: Mon Nov 9.\nR1 At risk: the sponsor left, OR usage is down MORE than 30% vs last quarter.\nR2 Commit: the contract is signed, OR there is a verbal yes AND the paperwork has been sent.\nR3 Best case: a proposal was sent AND there was a customer meeting in the last 14 days.\nR4 Pipeline: everything else.\n\nACCOUNTS\nAlder: signed Nov 3. Usage -35%. Sponsor present.\nBirch: verbal yes Nov 5; paperwork sent Nov 6. Usage -5%. Sponsor present.\nCedar: proposal sent Oct 28. Last customer meeting Nov 3. Usage flat. Sponsor present.\nDune: proposal sent Oct 20. Last customer meeting Oct 22. Usage +4%. Sponsor present.\nEmber: verbal yes Nov 2; paperwork NOT sent; proposal sent Oct 30. Last meeting Nov 2. Usage -8%. Sponsor present.\nFir: proposal sent Nov 1. Last meeting Nov 5. Sponsor left Oct 15. Usage -10%.\nGum: signed Nov 6. Usage -30%. Sponsor present.\n\nDAY COUNTS: Nov 3 to Nov 9 = 6 days. Oct 22 to Nov 9 = 18 days. Nov 2 to Nov 9 = 7 days. Nov 5 to Nov 9 = 4 days.","rules":[{"type":"plainText"},{"type":"maxWords","max":100}],"mistakes":[{"title":"Not applying the order","why":"The AI marks signed Alder as Commit.","fix":"Say: \"First matching rule wins, in order R1 to R4.\"","checks":["r1"]},{"title":"Treating 30% as more than 30","why":"The AI marks Gum At risk.","fix":"Say: \"More than does not include the boundary.\"","checks":["r1"]},{"title":"Ignoring the paperwork condition","why":"The AI makes Ember Commit on the verbal yes.","fix":"Say: \"A verbal yes counts only if the paperwork has been sent.\"","checks":["r2"]},{"title":"Getting markdown back","why":"AI adds bold and headings by default, which show up as stray symbols where this is pasted.","fix":"Say \"plain text, no bold, no headings, no asterisks\".","checks":["plainText"]},{"title":"Trusting the AI to count words","why":"The AI runs long and cannot count its own words.","fix":"Cap each part (\"each line under 12 words\") and add \"under N words in total\".","checks":["maxWords"]},{"title":"Leaving a requirement unstated","why":"The AI follows its own defaults unless the prompt spells this out.","fix":"State it plainly in your prompt: the header row is exactly 'Account | Category | Rule' followed by seven rows in the order Alder, Birch, Cedar, Dune, Ember, Fir, Gum.","checks":["r0"]}],"promptHints":[{"label":"Gives the header","patterns":["account \\|","header"]},{"label":"First match wins","patterns":["first (rule|match)","in order","r1 to r4"]},{"label":"Boundary rule","patterns":["more than","boundary","does not include"]},{"label":"Uses day counts","patterns":["day counts","given"]},{"label":"Asks for plain text","patterns":["plain","no bold","no markdown","no formatting","no headings"]},{"label":"Sets a word cap","patterns":["\\d+\\s*words","under \\d+","word"]}],"hint":"Ordered rules, AND/OR conditions and boundaries are where AI slips. State the order and the boundary and use the day counts.","mission":"Put each of seven accounts in the right forecast category.","musts":["First matching rule wins","More than excludes boundary","Account order as given"],"rubricLabels":["The header row is exactly \"Account | Category | Rule\" followed by seven rows in the order Alder, Birch, Cedar, Dune, Ember, Fir, Gum","Alder is At risk R1 even though it is signed, Fir is At risk R1, and Gum is Commit R2 because usage down exactly 30% is not more than 30%","Birch is Commit R2, Cedar is Best case R3, Dune is Pipeline R4 (meeting 18 days ago) and Ember is Best case R3 (paperwork not sent, so R2 fails)"]}