{"id":"dat-sales-win-rate-closed-only","audience":"sales","category":"data","technique":"context","title":"Compare win rates by lead source using closed deals only","free":false,"task":"Your VP wants win rate by lead source. Your team's win rate counts only closed deals: won ÷ (won + lost), with open deals left out. Write exactly 3 numbered lines, one per source, each showing that math as a whole percent, then one unnumbered last line: Best: [source]. Plain text, under 60 words.","materialLabel":"CRM report (attached to your prompt automatically)","material":"DEALS BY LEAD SOURCE - this year (CRM)\n\nSource | Won | Lost | Still open\nInbound | 18 | 12 | 20\nOutbound | 10 | 30 | 10\nPartner | 8 | 8 | 4\n\nNotes:\n- CRM's default \"win rate\" column divides won by all deals, including open ones.\n- Partner deals are bigger on average ($40k vs $25k), but this check is about win rate only.\n- Outbound team doubled in July.\n- VP asked for this before the planning offsite.\n- Two inbound deals were marked lost because of duplicates; ops already fixed them in this report.\n- Next year's targets get set from these numbers.\n- Offsite is Dec 4.\n- Shared with the team in the usual folder.","rules":[{"type":"numberedItems","count":3},{"type":"plainText"},{"type":"maxWords","max":60}],"mistakes":[{"title":"Not defining win rate","why":"The AI divides by all deals, like the CRM, and Partner comes out on top.","fix":"Add: \"Win rate = won ÷ (won + lost). Leave out open deals.\"","checks":["r0","r1","r2"]},{"title":"Not asking to see the work","why":"Your VP will compare it to the CRM's number.","fix":"Add a line to copy: \"1. Inbound: 18 ÷ (18 + 12) = 60%\"","checks":["numberedItems","r0"]},{"title":"Trusting the AI to count words","why":"AI is bad at counting. Ask for a total word limit and it often lands over it.","fix":"Cap each line: \"each line under 10 words.\"","checks":["maxWords"]},{"title":"Forgetting where it goes","why":"AI loves markdown tables and bold, which show up as clutter in a VP email.","fix":"Add: \"Plain text, no bold, headings or tables.\"","checks":["plainText"]}],"promptHints":[{"label":"Defines win rate","patterns":["won ÷|won /|won divided","won \\+ lost|closed"]},{"label":"Leaves out open deals","patterns":["open"]},{"label":"Asks to show the math","patterns":["show (the |your )?(math|work)","x \\$|\\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":"The CRM's win rate includes deals that haven't closed. Tell the AI your team's definition.","rubricLabels":["Inbound is 18 ÷ (18 + 12) = 60%","Outbound is 10 ÷ 40 = 25% and Partner is 8 ÷ 16 = 50%","The last line names Inbound, with open deals not counted anywhere and nothing before the first numbered line"]}