{"id":"fpa-win-rate-count-vs-dollar-no-decision-lines","audience":"fpa","category":"finance-work","track":"finance","technique":"grounding","level":"intermediate","title":"Compute win rate by count and by dollars excluding no-decision deals","free":false,"task":"You're reporting Q3 win rates to the sales leaders. Write a prompt for plain text with lines starting \"Count win rate:\", \"Dollar win rate:\", \"Excluded:\" and \"Read:\". Exclude no-decision deals (customer cancelled the project) from both rates. Count rate is won deals divided by won plus lost deals; dollar rate is won dollars divided by won plus lost dollars. Show the math. The Read line states the two rates and the gap in one sentence, as a fact, without saying which measure is better. Under 90 words.","materialLabel":"Source material (attached to your prompt automatically)","material":"Q3 CLOSED OPPORTUNITIES\n\nDeal | Outcome | Amount\nD1 | Won | $50,000\nD2 | Lost | $200,000\nD3 | Won | $30,000\nD4 | Lost | $20,000\nD5 | No decision | $100,000\nD6 | Won | $20,000\nD7 | Lost | $40,000\nD8 | Won | $60,000\n\nNotes: the sales operations dashboard counts D5 as lost and reports 4 of 8 (50%) by count. The VP of Sales prefers the count measure and the CFO prefers the dollar measure. Both are valid; this exercise just reports both. Round to whole percents.","rules":[{"type":"plainText"},{"type":"maxWords","max":90}],"promptHints":[{"label":"Names the four lines","patterns":["count win rate","dollar win rate","excluded","read"]},{"label":"Excludes no-decision","patterns":["no-decision","no decision","exclude"]},{"label":"Gives the formulas","patterns":["won plus lost","won \\+ lost"]},{"label":"Bans a favorite","patterns":["which (measure )?is better","do not say"]},{"label":"Caps length","patterns":["\\d+\\s*words","under \\d+"]}],"mistakes":[{"title":"Counting D5 as lost","why":"The AI uses 4 of 8 and 50%.","fix":"Say: \"Exclude no-decision deals from both rates.\"","checks":["r0","r1"]},{"title":"Wrong dollar base","why":"The AI divides won dollars by all dollars.","fix":"Add: \"Dollar rate = won $ / (won $ + lost $).\"","checks":["r0"]},{"title":"Picking a favorite","why":"The AI says the dollar measure is more meaningful.","fix":"Add: \"State both rates and the gap; do not say which is better.\"","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"]},{"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":"Rates depend on what is in the denominator. Define it and exclude the no-decision deal.","rubricLabels":["Count win rate shows 4 / (4 + 3) = 4 / 7 = 57% and Dollar win rate shows $160,000 / $420,000 = 38%","Excluded names D5 (no decision, $100,000) and says it is left out of both rates","Read states 57% by count and 38% by dollars, a gap of 19 points, in one sentence without saying which measure is better"]}