{"id":"revops-forecast-call-override-justification-fields","audience":"revops","category":"sales-work","technique":"verification","track":"sales","level":"intermediate","title":"Fill a forecast override template from a rep's claim","free":false,"task":"A rep wants to commit Brightwater Foods even though the CRM stage looks early. Fill in the template as seven plain-text lines labeled exactly Deal:, Amount:, CRM stage:, Rep's call:, Evidence for:, Evidence against:, Needed to support the call:. Anything the rep says that isn't documented must be labeled \"(rep-reported, undocumented)\". Under 110 words.","materialLabel":"Your notes (attached to your prompt automatically)","material":"FORECAST OVERRIDE REQUEST - submitted by Karan Mehta, AE\nDeal: Brightwater Foods, new business\nAmount: $72,000 ACV\nCRM: Stage 3 - Evaluation. Close date Dec 18. Last logged activity Oct 18 (19 days ago as of Nov 6). Legal review: not started. Procurement contact: none listed.\nKaran's note: \"COO gave me a verbal yes on Nov 2 by phone. I'm confident this closes in December. Commit it.\"\nOther facts in CRM: security questionnaire returned by customer Oct 14. One earlier quarter, a different Brightwater deal slipped twice.\nForecast rules: Commit requires Stage 4 or later, or written buyer confirmation, plus a legal review started.","rules":[{"type":"plainText"},{"type":"maxWords","max":110}],"mistakes":[{"title":"Believing the verbal yes","why":"The AI lists the COO's yes as solid evidence.","fix":"Add: \"Label anything the rep says that isn't documented as (rep-reported, undocumented).\"","checks":["r1"]},{"title":"Missing the template labels","why":"The AI writes a memo with its own headings.","fix":"Add: \"Seven plain-text lines with exactly these labels: ...\"","checks":["r0","plainText"]},{"title":"Skipping the forecast rule","why":"The AI doesn't check what the commit rules require.","fix":"Add: \"Needed to support the call must come from the forecast rules.\"","checks":["r2"]},{"title":"Verbose fill-in","why":"The AI writes sentences for each field.","fix":"Add: \"Under 110 words; one short line per label.\"","checks":["maxWords"]}],"promptHints":[{"label":"Lists the labels","patterns":["deal:","evidence for","evidence against","needed to support"]},{"label":"Labels rep claims","patterns":["rep-reported","undocumented","unverified"]},{"label":"Uses the rules","patterns":["forecast rules","commit requires","stage 4"]},{"label":"Fixes the line count","patterns":["seven","7 (plain|lines)"]},{"label":"Plain text and cap","patterns":["plain text","under \\d+ words"]}],"hint":"List the seven labels and say how to mark claims that aren't documented.","rubricLabels":["Has exactly seven lines labeled Deal:, Amount:, CRM stage:, Rep's call:, Evidence for:, Evidence against:, Needed to support the call: in that order","Evidence for labels the COO's verbal yes as (rep-reported, undocumented) and includes the returned security questionnaire","Evidence against includes no logged activity in 19 days and legal review not started, and Needed to support the call asks for written buyer confirmation and a started legal review"]}