{"id":"data2-cfo-questions-sales-dashboard-qa","audience":"managers","category":"data","track":"data","technique":"audience","level":"intermediate","title":"Prepare answers to the CFO's likely dashboard questions","free":false,"task":"You present the Q4 sales dashboard to the CFO, Priya Raman, tomorrow. Write a Q&A with exactly 3 questions and answers, each as 'Q:' then 'A:' on the next line, plain text, under 130 words. Each answer is at most 2 sentences, uses numbers from the notes, and the third answer names the one approval you need from her.","materialLabel":"Dashboard notes (attached to your prompt automatically)","material":"Q4 sales dashboard - notes (Redwood Systems)\n\nQuota for Q4: $2.0M\nClosed won so far: $0.8M\nCommit (deals reps are confident will close this quarter): $0.7M\nBest case (possible but less certain): $0.6M\nCommit + closed = $1.5M, which is 75% of quota. Commit + best case + closed = $2.1M, 105% of quota.\n\nAverage sales cycle: 74 days (target 60). Two enterprise deals needed an extra 30 days of legal review. Without them the average is 61 days.\n\nPending item: the Harbor Analytics deal ($400K, in commit) has asked for net-60 payment terms instead of net-30. This needs CFO approval before the customer signs. The close date they gave is Dec 12.\n\nWin rate: 22%, same as last quarter.\n\nQuestions Priya usually asks: \"Will we hit quota?\", \"Why is the cycle longer?\", \"What do you need from me?\"","rules":[{"type":"plainText"},{"type":"maxWords","max":130}],"mistakes":[{"title":"Promising quota","why":"The AI says the team will hit quota.","fix":"Add: \"Say $1.5M is 75% of quota and $2.1M needs best case deals.\"","checks":["r0"]},{"title":"Vague cause","why":"The AI blames 'market conditions' for the long cycle.","fix":"Add: \"Two enterprise deals needed 30 extra days of legal review; 61 days without them.\"","checks":["r1"]},{"title":"Vague ask","why":"The AI says 'support from finance'.","fix":"Add: \"The ask is approval of net-60 terms for the $400K Harbor Analytics deal.\"","checks":["r2"]},{"title":"Leaving the format to chance","why":"The AI picks its own length and layout unless told the exact shape.","fix":"Add: \"Plain text, no bold or headings.\"","checks":["plainText"]},{"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 part instead, for example \"each line under 15 words.\"","checks":["maxWords"]}],"promptHints":[{"label":"Names the reader","patterns":["priya","cfo"]},{"label":"Asks for Q and A pairs","patterns":["q:","a:","exactly 3"]},{"label":"Uses the quota numbers","patterns":["75%","1\\.5M","105%"]},{"label":"Names the approval","patterns":["net.60","harbor analytics"]},{"label":"Limits answer length","patterns":["2 sentences","under \\d+ words"]}],"hint":"Prep Q&As work best when you give the questions, the numbers and a limit on each answer.","mission":"Prepare me for questions from the CFO about this dashboard.","musts":["Three Q and A pairs","Numbers in each answer","Name the approval"],"rubricLabels":["Answer 1 says commit plus closed is $1.5M, 75% of the $2.0M quota, and reaching quota depends on best case deals ($2.1M, 105%), so it is not certain","Answer 2 says the average cycle is 74 days versus a 60-day target mainly because two enterprise deals needed an extra 30 days of legal review (61 days without them)","Answer 3 names the one approval: net-60 payment terms for the $400K Harbor Analytics deal (before it signs, close date Dec 12), and there are exactly 3 Q:/A: pairs of at most 2 sentences each"]}