{"id":"dat-sales-quota-attainment-ranks","audience":"sales","category":"data","technique":"grounding","title":"Report quota attainment after a canceled deal and a late start","free":false,"task":"Post Q3 quota attainment for your 5 reps in the team channel. Write exactly 5 numbered lines in the export's order, each as Name: $closed ÷ $quota = X%, then one unnumbered last line with the team total the same way. Apply the ops notes (they change two reps' numbers), plain text, under 80 words, nothing else.","materialLabel":"Q3 CRM export and ops notes (attached to your prompt automatically)","material":"Q3 CLOSED-WON BY REP (CRM export, Oct 2)\n\nRep | Q3 quota | Closed-won\nCarla Mendes | $120,000 | $138,000\nDevin Shaw | $120,000 | $126,000\nInes Park | $120,000 | $54,000\nMarcus Lee | $100,000 | $105,000\nTyler Grant | $100,000 | $72,000\n\nOps notes:\n- Devin's $30,000 Hollis Supply deal was canceled inside the 30-day window. It doesn't count toward Q3.\n- Ines started Aug 15, halfway through the quarter, so her quota is prorated to $60,000.\n- Marcus has a $40k deal in legal review. Don't count it until it's signed.\n- Q4 quotas go out next Monday.\n- Reminder: SPIFF for new logos ends Oct 15.","rules":[{"type":"numberedItems","count":5},{"type":"plainText"},{"type":"maxWords","max":80}],"mistakes":[{"title":"Using the raw export","why":"The AI trusts the CRM, so Devin keeps the canceled deal and Ines is judged on a full-quarter quota.","fix":"Add: \"Apply the ops notes before any math.\"","checks":["r0","r1"]},{"title":"Not showing the division","why":"With bare percentages, nobody can see which quota was used.","fix":"Add a line to copy: \"1. Carla Mendes: $138,000 ÷ $120,000 = 115%\"","checks":["r2"]},{"title":"Skipping the team line","why":"The AI stops at the reps and never adds up the adjusted team total.","fix":"Add: \"Last line: Team: $total closed ÷ $total quota = X%, using the adjusted numbers.\"","checks":["r2","numberedItems"]},{"title":"Trusting the AI to count words","why":"AI is bad at counting. Ask for a total word limit and it often lands over it.","fix":"Cap each line: \"each line under 12 words, nothing else.\"","checks":["maxWords"]},{"title":"Forgetting where it goes","why":"AI loves markdown tables and bold, which show up as clutter in a team channel.","fix":"Add: \"Plain text, no bold, headings or tables.\"","checks":["plainText"]}],"promptHints":[{"label":"Applies the ops notes","patterns":["ops notes","cancel","prorat","60,?000|96,?000"]},{"label":"Asks for a team total","patterns":["team","total"]},{"label":"Asks to show the math","patterns":["show (the |your )?(math|work)","x \\$|\\bx\\b.{0,10}=","calculation","step"]},{"label":"Sets a word limit","patterns":["\\d+\\s*words","word (limit|count)","under \\d+"]},{"label":"Asks for plain text","patterns":["plain","no bold","no markdown","no formatting","no (headings|tables)"]}],"hint":"Two notes change two reps' numbers. Ask the AI to apply them first, show each division, and add a team total.","rubricLabels":["Devin Shaw is at 80% ($96,000 ÷ $120,000, after removing the canceled $30,000 deal)","Ines Park is at 90% ($54,000 ÷ $60,000 prorated quota), and the others are Carla 115%, Marcus 105% (not counting the deal in legal) and Tyler 72%","The last line gives the team total as $465,000 ÷ $500,000 = 93%, and there is no intro or closing chatter"]}