{"id":"revops-category-change-up-down-lines","audience":"managers","category":"sales-work","technique":"verification","track":"sales","level":"intermediate","title":"Summarize forecast category moves as up, down and net","free":false,"task":"Summarize the week's forecast category changes in exactly 4 plain-text lines starting Up:, Down:, Net: and Excluded:. Up counts deals that moved toward Commit (Pipeline to Best Case, Best Case to Commit). Down counts deals that moved away. Show the sum of amounts in $K in Up, Down and Net like \"2 deals, 100 + 50 = $150K\". Excluded states how many entries had no category change.","materialLabel":"Change log (attached to your prompt automatically)","material":"Forecast category change log, week ending Nov 6 2026 (amounts in $K):\n\n1. Avalon Freight: Best Case -> Commit, 180\n2. Birch Labs: Commit -> Best Case, 110\n3. Cardinal Foods: Pipeline -> Best Case, 90\n4. Delta Mills: Commit -> Pipeline, 100\n5. Everline: Best Case -> Commit, 120\n6. Fairmont Health: Commit -> Commit (amount changed from 70 to 75), 75\n7. Granite Co: Pipeline -> Best Case, 40\n8. Hadley Foods: Best Case -> Pipeline, 60\n\nCategory order from best to worst: Commit, Best Case, Pipeline.\nNote: Net = Up amount minus Down amount.","rules":[{"type":"plainText"},{"type":"maxWords","max":80}],"mistakes":[{"title":"Counting the amount-only change","why":"The AI includes Fairmont in Up.","fix":"Add: \"Entries with no category change are excluded.\"","checks":["r2"]},{"title":"Wrong direction","why":"The AI treats Commit to Best Case as up.","fix":"Add: \"Up = toward Commit.\"","checks":["r1"]},{"title":"Sums not shown","why":"The AI states totals only.","fix":"Add: \"Show the sum like 100 + 50 = $150K.\"","checks":["r1"]},{"title":"Extra text","why":"The AI lists every deal.","fix":"Add: \"Exactly 4 plain lines.\"","checks":["r0","plainText","maxWords"]}],"promptHints":[{"label":"Lists the four labels","patterns":["up:","down:","net:","excluded:"]},{"label":"Defines direction","patterns":["toward commit","moved away"]},{"label":"Asks for sums","patterns":["sum","\\+","\\$150k"]},{"label":"Defines Net","patterns":["minus","net"]},{"label":"Plain text","patterns":["plain text","exactly 4"]}],"hint":"Define up and down, ask for sums and name the Excluded line.","rubricLabels":["Has exactly four lines starting Up:, Down:, Net: and Excluded: in that order","Up is 4 deals, 180 + 90 + 120 + 40 = $430K and Down is 3 deals, 110 + 100 + 60 = $270K","Net shows 430 - 270 = $160K and Excluded says 1 entry (Fairmont Health, no category change)"]}