{"id":"pro-sales-quarter-commit-math","audience":"sales","category":"summarizing","technique":"verification","title":"Recount the quarter's sales commit after deals slip","free":false,"task":"Your VP of Sales wants your team's Q4 commit number before the forecast call. You want at most 3 bullets under 60 words, plain text, with the corrected commit total and its math in the first bullet. Remove the deal that was lost and the one that slipped to next quarter, and leave out deals that were never in commit. Write a prompt that gets you exactly that.","materialLabel":"Pipeline notes (attached to your prompt automatically)","material":"Team pipeline - Q4 (ends Dec 31) - updated Mon Dec 1\n\nDeals in COMMIT (rep says 90%+ likely this quarter):\n- Ridgeway Clinics - $42,000 - close date Dec 12 - rep: Sana\n- Pembrook Schools - $35,000 - close date Dec 19 - rep: Luis\n- Oakline Hotels - $28,000 - close date Dec 22 - rep: Sana\n- Juniper Foods - $18,000 - close date Dec 15 - rep: Tom\nCommit total last week: $123,000\n\nBest case (not commit):\n- Marlow Logistics - $50,000 - Dec 30 - rep: Luis\n\nUpdates this week:\n- Pembrook Schools: board pushed the vote to Jan 14. New close date Jan 20 (Q1).\n- Juniper Foods: lost to a competitor on price. Closed-lost Nov 28.\n- Oakline: legal redlines back, still on track.\n\nOther: Luis is out Dec 24-Jan 2. Team dinner Dec 18.","rules":[{"type":"maxBullets","max":3},{"type":"maxWords","max":60},{"type":"plainText"}],"mistakes":[{"title":"Not asking for the math","why":"The AI states a number without showing which deals are in it.","fix":"Add: \"Show the math: list the deals that add up to the commit.\"","checks":["r0"]},{"title":"Missing the updates","why":"The commit list still shows all four deals, and the AI uses last week's total.","fix":"Add: \"Remove the lost deal and the one that slipped to Q1.\"","checks":["r0","r1"]},{"title":"Mixing in best case","why":"The AI adds Marlow to make the number look better.","fix":"Add: \"Only commit deals. Don't add best case.\"","checks":["r2"]},{"title":"Not limiting the bullets","why":"The AI writes a full pipeline review with bold headings.","fix":"Be exact: \"At most 3 bullets, plain text.\"","checks":["maxBullets","plainText"]},{"title":"Trusting the AI to count words","why":"AI is bad at counting. Ask for \"under 60 words\" and it often lands well over.","fix":"Cap each part instead: \"each line under 14 words.\"","checks":["maxWords"]}],"promptHints":[{"label":"Limits the bullets","patterns":["\\b(3|three)\\b.{0,15}bullet","bullet.{0,20}\\b(3|three)\\b"]},{"label":"Asks for the math","patterns":["show (the )?math","add up","\\+","calculat"]},{"label":"Applies the updates","patterns":["lost","slipped","q1","update","remove"]},{"label":"Only commit deals","patterns":["only commit","not best case","best case","marlow"]},{"label":"Puts the total first","patterns":["first bullet","lead with","total first"]}],"hint":"A forecast number is only as good as the deals behind it. Tell the AI which deals dropped out, to skip best case, and to show the math.","rubricLabels":["The first bullet gives the corrected commit total with its math: $42,000 + $28,000 = $70,000 (down from $123,000)","Explains the changes: Pembrook slipped to Q1 (Jan 20) and Juniper was lost","Does not add Marlow Logistics (best case, not commit) to the total, and leaves out Luis's time off and the dinner"]}