{"id":"revops-forecast-call-note-for-cro","audience":"revops","category":"sales-work","technique":"audience","track":"sales","level":"intermediate","title":"Write a 4-line forecast note for the CRO with the math","free":false,"task":"Write the Monday forecast note for the CRO in plain text, exactly 4 numbered lines: 1. Commit total, 2. Best case total (commit plus best-case deals), 3. Gap to the $1.2M quarterly target, 4. One risk to watch. Show the addition in lines 1 to 3 like \"410 + 235 = $645K\". Count only deals closing this quarter and use the corrected amounts.","materialLabel":"Forecast export and rep comments (attached to your prompt automatically)","material":"Q4 forecast export (amounts in $K, close dates Q4 = Oct 1 to Dec 31 2026)\n\nCOMMIT:\n- Avalon Freight, 180, Dec 12\n- Birch Labs, 140, Nov 30\n- Cardinal Foods, 90, Jan 15 2027 (rep says pulled forward; not confirmed)\n- Delta Mills, 100, Dec 18\n\nBEST CASE:\n- Everline, 120, Dec 22\n- Fairmont Health, 75, Dec 5\n- Granite Co, 40, Feb 2027\n\nCorrections from Friday: Birch Labs amount was reduced to 110 after a seat cut (CRM not updated). Avalon Freight legal review is open; the champion says the signature is likely but \"not before the 20th.\"\n\nClosed won so far this quarter: 300.\nQuarterly target: 1,200.\n\nNote: \"gap\" means target minus (closed won + commit).","rules":[{"type":"numberedItems","count":4},{"type":"plainText"}],"mistakes":[{"title":"Using the CRM amount","why":"The AI uses 140 for Birch Labs, the stale figure.","fix":"Add: \"Use the corrected amounts from Friday.\"","checks":["r1"]},{"title":"Counting next-year deals","why":"The AI includes Cardinal Foods and Granite Co with Q4 deals.","fix":"Add: \"Count only deals closing Oct 1 to Dec 31 2026.\"","checks":["r1"]},{"title":"Gap without closed won","why":"The AI measures the gap to commit only.","fix":"Add: \"Gap = target minus closed won plus commit; show the math.\"","checks":["r2"]},{"title":"Essay format","why":"The AI writes headers and paragraphs.","fix":"Add: \"Exactly 4 numbered lines, plain text.\"","checks":["r0","numberedItems","plainText"]}],"promptHints":[{"label":"Lists the four lines","patterns":["commit","best case","gap","risk"]},{"label":"Asks for the math","patterns":["show the (math|addition)","a \\+ b","\\+"]},{"label":"Limits to this quarter","patterns":["this quarter","q4","dec(ember)? 31"]},{"label":"Uses corrected figures","patterns":["correct","friday","updated"]},{"label":"Defines gap","patterns":["target minus","closed won"]}],"hint":"Define each line, which deals count and what the gap means.","rubricLabels":["Has exactly 4 numbered lines in the order Commit, Best case, Gap, Risk","Commit counts only Q4 deals at corrected amounts (180 + 110 + 100 = 390, excluding Cardinal Foods) and Best case adds the Q4 best-case deals (Everline and Fairmont, 195) to that, not Granite Co","Gap is target minus closed won plus commit (1,200 - (300 + 390) = 510) shown with its math, and the risk line names Avalon Freight legal review or the Cardinal Foods date"]}