{"id":"fpa-pipeline-coverage-two-definitions-lines","audience":"fpa","category":"finance-work","track":"finance","technique":"grounding","level":"advanced","title":"Report pipeline coverage under two definitions without picking one","free":false,"task":"You're giving the CRO and CFO the pipeline coverage ratio for the quarter. Sales Ops and Finance define coverage differently, and the leaders have not agreed on one. Write a prompt for plain text with lines starting \"Sales Ops definition:\", \"Finance definition:\", \"In-quarter only:\" and \"Not decided:\". Show the math for both ratios as a multiple (x). \"In-quarter only\" repeats both after removing deals that close next quarter. Do not say which definition is right. Under 130 words.","materialLabel":"Source material (attached to your prompt automatically)","material":"Q4 2026 PIPELINE COVERAGE INPUTS\n\nQuota still to book in Q4: $2,000,000\n\nOpen pipeline in the CRM:\n- All open deals, unweighted: $6,000,000\n- Same deals weighted by stage probability: $2,400,000\n- Deals with expected close dates in Q1 2027 (included in both totals above): unweighted $1,500,000; weighted $600,000\n\nDefinitions in use:\n- Sales Ops: coverage = unweighted pipeline / quota still to book\n- Finance: coverage = weighted pipeline / quota still to book\n\nBoth teams have asked for their own definition to be used on the board slide. The CRO and CFO have a meeting on Nov 18 to decide which one becomes the standard.\n\nNotes: Do not change the stage probabilities. Deals closing in Q1 do not count toward the Q4 quota. The coverage targets that each team uses (3x for Sales Ops, 1.5x for Finance) are different too and are not part of this exercise.","rules":[{"type":"plainText"},{"type":"maxWords","max":130}],"promptHints":[{"label":"Names the four lines","patterns":["sales ops definition","finance definition","in-quarter only","not decided"]},{"label":"Gives both formulas","patterns":["unweighted","weighted","quota still to book"]},{"label":"Removes Q1 deals","patterns":["q1","next quarter"]},{"label":"Bans picking a side","patterns":["do not say","which definition"]},{"label":"Caps length","patterns":["\\d+\\s*words","under \\d+"]}],"mistakes":[{"title":"Picking a definition","why":"The AI says the weighted version is more accurate.","fix":"Add: \"Do not say which definition is right.\"","checks":["r2"]},{"title":"Leaving next-quarter deals in","why":"The AI uses the full pipeline for the in-quarter view.","fix":"Add: \"In-quarter only: remove deals closing in Q1 from both totals.\"","checks":["r1"]},{"title":"Mixing weighted and unweighted","why":"The AI subtracts the unweighted Q1 deals from the weighted pipeline.","fix":"Add: \"Remove the unweighted Q1 amount for Sales Ops and the weighted for Finance.\"","checks":["r1"]},{"title":"Missing the labels","why":"The AI writes a paragraph.","fix":"Add: \"Four lines with these exact labels.\"","checks":["r0"]},{"title":"Markdown extras","why":"The AI adds bold labels, headings and a closing note.","fix":"Say: \"Plain text, no bold. Output only the lines asked for.\"","checks":["plainText"]},{"title":"Trusting the AI to count words","why":"AI is bad at counting and runs past word limits.","fix":"Ask for fewer words than the real cap and keep each part short.","checks":["maxWords"]}],"hint":"Two definitions, one set of facts. Ask for both ratios computed the same way, and keep the choice with the leaders.","rubricLabels":["Sales Ops definition shows $6,000,000 / $2,000,000 = 3.0x and Finance definition shows $2,400,000 / $2,000,000 = 1.2x","In-quarter only shows Sales Ops ($6,000,000 - $1,500,000) / $2,000,000 = 2.25x and Finance ($2,400,000 - $600,000) / $2,000,000 = 0.9x","The Not decided line says the CRO and CFO choose the definition, and no line says which definition is right or whether coverage is sufficient"]}