{"id":"revops-close-date-pushes-flag-table","audience":"revops","category":"sales-work","technique":"verification","track":"sales","level":"intermediate","title":"List deals pushed too often or past quarter end","free":false,"task":"Flag deals that need a pipeline-review question. A deal is flagged if it has been pushed 3 or more times, or its close date is after Dec 31, 2026 (quarter end). Show only flagged deals in a markdown table with columns Deal, Amount, Pushes, Close date, Why flagged, sorted by amount from largest to smallest. Add one last line: \"Flagged total: $[sum] across [count] deals\". Use the corrected push counts. Under 110 words.","materialLabel":"Your notes (attached to your prompt automatically)","material":"OPEN DEALS - Q4 close dates (export Nov 6)\nDeal | Amount | Pushes | Close date\nAlder Foods | $48,000 | 1 | Dec 12\nBirchwood LLC | $91,000 | 3 | Dec 18\nCopperline | $27,500 | 2 | Jan 15\nDunmore Systems | $64,000 | 4 | Nov 30\nEastgate | $15,000 | 0 | Dec 4\nFernhill | $120,000 | 2 | Dec 29\nGranite Peak | $38,000 | 3 | Jan 8\nHarbor & Co | $52,000 | 2 | Dec 22\n\nFOOTNOTES from RevOps:\n- Fernhill's push count of 2 does not include a push on Nov 3 that has not synced yet; it is a third push.\n- Eastgate shows 0 pushes. A merged duplicate record had 2 pushes, which are not counted.","rules":[{"type":"maxWords","max":110}],"mistakes":[{"title":"Using the raw push count","why":"The AI misses the footnote and leaves Fernhill unflagged.","fix":"Add: \"Use the corrected push counts from the footnotes.\"","checks":["r1"]},{"title":"Listing every deal","why":"The AI shows all eight deals with a flag column.","fix":"Add: \"Show only flagged deals.\"","checks":["r0","r1"]},{"title":"Missing quarter-end flag","why":"The AI flags only the push counts and misses January dates.","fix":"Add: \"Also flag any close date after Dec 31, 2026.\"","checks":["r0"]},{"title":"Wrong total or extra text","why":"The AI adds commentary and mis-sums the amounts.","fix":"Add: \"Last line exactly: Flagged total: $[sum] across [count] deals. Under 110 words.\"","checks":["r2","maxWords"]}],"promptHints":[{"label":"Names the columns","patterns":["deal \\|","columns","why flagged"]},{"label":"States the flag rules","patterns":["3 or more","after dec(ember)? 31","quarter end"]},{"label":"Sorts the table","patterns":["largest to smallest","sorted","descending"]},{"label":"Uses corrections","patterns":["corrected","footnote"]},{"label":"Sets the last line","patterns":["flagged total","last line"]}],"hint":"State both flag rules, the sort order, and the exact closing line.","rubricLabels":["The table has columns Deal, Amount, Pushes, Close date, Why flagged and lists exactly five deals: Fernhill, Birchwood LLC, Dunmore Systems, Granite Peak, Copperline in that order","Fernhill is shown with 3 pushes (corrected), and Eastgate and the other unflagged deals are not listed","The last line is \"Flagged total: $340,500 across 5 deals\""]}