{"id":"fpa-weighted-pipeline-gap","audience":"fpa","category":"finance-work","track":"finance","technique":"constraints","level":"intermediate","title":"Weight a pipeline by stage and show the gap to target","free":false,"task":"You're preparing the quarter-end pipeline coverage line for the CFO. Write a prompt for plain text with lines starting \"Deal A:\", \"Deal B:\", \"Deal C:\", \"Excluded:\", \"Weighted total:\" and \"Gap to target:\". Each deal line is amount x stage probability = weighted amount. Exclude duplicates and say why on the Excluded line. Facts only. Under 90 words. No bullets or numbering. Do not mention the VP of Sales or how close any deal is.","materialLabel":"Pipeline list, stage probabilities and target (attached to your prompt automatically)","material":"PIPELINE - closing this quarter, Orchard Analytics (Nov 6, 2026)\n\nStage probabilities: Stage 1 = 10%, Stage 2 = 25%, Stage 3 = 50%, Stage 4 = 80%\n\nDeal A - Fenwick Dental - $200,000 - Stage 3\nDeal B - Harbor Lane Bakery - $150,000 - Stage 2\nDeal C - Pine Ridge Dental - $90,000 - Stage 4\nDeal D - Fenwick Dental (new entry) - $60,000 - Stage 1\n\nNotes: Deal D was entered by a new rep and is the same opportunity as Deal A (it was split into a second record by mistake). Quarterly new-business target: $250,000 of weighted pipeline.\nThe VP of Sales commented that Deal C 'is basically closed'. It is still Stage 4 in the system.","rules":[{"type":"plainText"},{"type":"maxWords","max":90},{"type":"maxBullets","max":0}],"promptHints":[{"label":"Names the six lines","patterns":["deal a:","excluded:","weighted total","gap to target"]},{"label":"Uses stage probabilities","patterns":["probabilit","stage"]},{"label":"Excludes duplicates","patterns":["duplicate","exclude"]},{"label":"Ignores comments","patterns":["ignore.*comment"]},{"label":"Caps length","patterns":["\\d+\\s*words","plain"]}],"mistakes":[{"title":"Counting the duplicate","why":"The AI includes Deal D and gets a weighted total of $215,500.","fix":"Add: \"Exclude duplicate records and say why on the Excluded line.\"","checks":["r1"]},{"title":"Treating Deal C as won","why":"The AI counts Deal C at 100% because the VP says it is closed.","fix":"Say: \"Use the stage in the system; ignore comments about how close a deal is.\"","checks":["r0"]},{"title":"Wrong gap","why":"The AI compares to total pipeline instead of weighted.","fix":"Add: \"Gap: target minus weighted total.\"","checks":["r2"]},{"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","maxBullets"]},{"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 line short.","checks":["maxWords"]}],"hint":"The pipeline has a duplicate and a tempting comment. State the stage rule, the exclusion and each labeled line.","rubricLabels":["Deal A line starts with \"Deal A:\" and shows $200,000 x 50% = $100,000, Deal B shows $150,000 x 25% = $37,500 and Deal C shows $90,000 x 80% = $72,000 (Stage 4, not 100%)","The line starting \"Excluded:\" names Deal D ($60,000) as a duplicate of Deal A","The line starting \"Weighted total:\" shows $100,000 + $37,500 + $72,000 = $209,500 and the line starting \"Gap to target:\" shows $250,000 - $209,500 = $40,500, and the output never mentions the VP of Sales or how close a deal is"]}