{"id":"revops-pipeline-generation-gap-math","audience":"revops","category":"sales-work","technique":"verification","track":"sales","level":"advanced","title":"Work out the pipeline needed to hit a number, with the math","free":false,"task":"Calculate how much new pipeline the team must create to close the remaining gap. Use exactly 5 numbered lines: 1. Remaining target, 2. Expected closes from existing pipeline, 3. Gap to fill, 4. New pipeline needed, 5. Verdict (one of On track, At risk or Off track). Show the working inside each of lines 1 to 4, like \"1,500 - 900 = $600K\". Use the Q4 stage-to-close rates, not the annual average. Plain text.","materialLabel":"Pipeline and conversion data (attached to your prompt automatically)","material":"Q4 2026 plan (amounts in $K)\n- Team target: 2,000. Closed won to date: 700.\n- Existing open pipeline closing this quarter: Stage 3 (proposal) 600; Stage 2 (demo) 500.\n- Expected close rates for Q4 (from Q4 2025 and 2024 seasonality): Stage 3: 40%; Stage 2: 20%.\n- Annual-average close rates (not for this quarter): Stage 3: 50%; Stage 2: 25%.\n- New pipeline created now from Stage 1 converts to closed won at 10% within the quarter (late-quarter pipeline rarely closes).\n- Weeks left: 8. Pipeline generation so far this quarter: 260 per 4 weeks (run rate).\n\nVerdict rule: On track if new pipeline needed is at or below the projected 8-week generation (run rate); At risk if up to 25% above it; Off track if more than 25% above.\n\nUse round numbers; no need for decimals.","rules":[{"type":"numberedItems","count":5},{"type":"plainText"}],"mistakes":[{"title":"Using annual-average rates","why":"The AI picks the 50% and 25% rates.","fix":"Add: \"Use the Q4 close rates, not the annual average.\"","checks":["r1"]},{"title":"Skipping the working","why":"The AI states results without math.","fix":"Add: \"Show the working in each line.\"","checks":["r1"]},{"title":"Verdict without the rule","why":"The AI gives a gut feeling like 'At risk'.","fix":"Add: \"Apply the verdict rule to the run rate.\"","checks":["r2"]},{"title":"Free-form answer","why":"The AI writes tables and paragraphs.","fix":"Add: \"Exactly 5 numbered lines, plain text.\"","checks":["r0","numberedItems","plainText"]}],"promptHints":[{"label":"Lists the five lines","patterns":["remaining target","expected closes","gap","new pipeline needed","verdict"]},{"label":"Asks for working","patterns":["show the (working|math)","like \"?1,500","working inside"]},{"label":"Chooses the right rates","patterns":["q4","not the annual","seasonal"]},{"label":"Fixes the verdict labels","patterns":["on track","at risk","off track"]},{"label":"Plain numbered lines","patterns":["plain text","exactly 5","numbered"]}],"hint":"Name each line, ask for the working inside it and say which rates apply.","rubricLabels":["Has exactly 5 numbered lines with the labels Remaining target, Expected closes, Gap to fill, New pipeline needed and Verdict in that order","The working is correct: remaining 2,000 - 700 = 1,300; expected closes 600 x 40% + 500 x 20% = 340; gap 1,300 - 340 = 960; new pipeline needed 960 / 10% = 9,600","The verdict is Off track, stated after the numbers, because 9,600 is far above the projected generation of 520 (260 x 2)"]}