{"id":"revops-new-vs-expansion-bookings-mix-lines","audience":"executives","category":"sales-work","technique":"constraints","track":"sales","level":"beginner","title":"Report the new versus expansion bookings mix and leave out renewals","free":false,"task":"Report the bookings mix in exactly 3 plain-text lines starting New:, Expansion:, Total:. New and Expansion show the amount in $M and the whole-number share of the total, like \"New: $3.0M (71%)\". Total shows the sum like \"3.0 + 1.2 = $4.2M\". Renewals are not bookings and must be left out. Under 40 words.","materialLabel":"Q3 bookings data (attached to your prompt automatically)","material":"Q3 2026 revenue movements ($M):\n- New-customer bookings: 3.0\n- Expansion bookings (existing customers buying more): 1.2\n- Renewals of existing contracts: 5.0 (renewals are not counted as bookings in the company's definition)\n\nShares: calculate each as amount divided by total bookings (new + expansion), rounded to whole numbers.\nA slide shows 'Renewals made up 54% of revenue activity' (a different metric; do not use).\nQuarter ended Sep 30 2026.\n\nContext: the finance team and RevOps agreed on the bookings definition in the 2026 planning cycle. Bookings means contract value signed in the quarter from new customers or from existing customers buying more; contract renewals at the same level are tracked in a separate retention report and are not bookings. This mix is shown on the board's quarterly slide.","rules":[{"type":"plainText"},{"type":"maxWords","max":40}],"mistakes":[{"title":"Including renewals","why":"The AI adds $5.0M to the total.","fix":"Add: \"Renewals are not bookings; leave them out.\"","checks":["r2"]},{"title":"Wrong shares","why":"The AI divides by the wrong base.","fix":"Add: \"Share = amount / (new + expansion).\"","checks":["r1"]},{"title":"No sum shown","why":"The AI states the total only.","fix":"Add: \"Show 3.0 + 1.2 = $4.2M.\"","checks":["r2"]},{"title":"Extra text","why":"The AI explains the mix.","fix":"Add: \"Exactly 3 lines, plain text, under 40 words.\"","checks":["r0","plainText","maxWords"]}],"promptHints":[{"label":"Lists the three labels","patterns":["new:","expansion:","total:"]},{"label":"Defines share","patterns":["divided by","whole.number"]},{"label":"Excludes renewals","patterns":["renewals","not bookings","leave out"]},{"label":"Shows the sum","patterns":["3\\.0 \\+ 1\\.2","sum"]},{"label":"Limits length","patterns":["under 40"]}],"hint":"Give the three labels, the share formula, the sum format and say renewals are excluded.","rubricLabels":["Has exactly three lines starting New:, Expansion:, Total: in that order","New is $3.0M (71%) and Expansion is $1.2M (29%)","Total shows 3.0 + 1.2 = $4.2M and renewals are not included or mentioned"]}