{"id":"revops-pipeline-review-weighted-math","audience":"revops","category":"sales-work","technique":"grounding","track":"sales","level":"intermediate","title":"Prep weighted pipeline by rep from a CRM export","free":false,"task":"You're prepping Monday's pipeline review for Dana Whitfield, the VP of Sales. She wants a Slack message with one line per rep giving that rep's weighted open pipeline, with the math shown on the line (amount x probability, added up). Open pipeline means every stage except Closed Won and Closed Lost. Finish with one line that starts \"Total weighted:\". Plain text, under 120 words, no intro.","materialLabel":"CRM export and RevOps notes (attached to your prompt automatically)","material":"OPEN OPPS EXPORT - pulled Sun Nov 8, 2026 9:14pm\nOpportunity | Owner | Stage | Amount (USD) | Probability\nHarlow Foods | Priya Nand | Proposal | 40,000 | 50%\nKestrel Air | Priya Nand | Negotiation | 60,000 | 75%\nBrightmoor Labs | Tom Okafor | Discovery | 30,000 | 20%\nCalder Steel | Tom Okafor | Proposal | 50,000 | 50%\nCalder Steel - Renewal Expansion | Tom Okafor | Proposal | 50,000 | 50%\nVantor Health | Lena Brooks | Negotiation | 80,000 | 75%\nOstrander Media | Lena Brooks | Closed Won | 25,000 | 100%\nPell & Grant | Lena Brooks | Closed Lost | 35,000 | 0%\n\nRevOps notes:\n- Row 5 (\"Calder Steel - Renewal Expansion\") is a duplicate the HubSpot import created on Nov 2. Same deal as row 4. Ticket open to merge.\n- Vantor Health: scope cut on Nov 6. New amount is $60,000. CRM field not updated yet.\n- Probability is the stage default, not rep judgment.\n- Priya is out Monday; Jess will cover her deals on the call.","rules":[{"type":"plainText"},{"type":"maxWords","max":120}],"mistakes":[{"title":"Not saying what counts as open","why":"The AI adds closed deals into the pipeline because they're in the export.","fix":"Add: \"Open means every stage except Closed Won and Closed Lost.\"","checks":["r1"]},{"title":"Ignoring the RevOps notes","why":"The AI often reads the table and skips the notes underneath, so it double counts the duplicate and uses the old amount.","fix":"Add: \"Apply the RevOps notes: drop the duplicate row and use the corrected Vantor amount.\"","checks":["r0","r1"]},{"title":"Hiding the math","why":"The AI gives a total per rep, so Dana can't check it in the meeting.","fix":"Add: \"On each rep line show the math, like 40,000 x 50% + 60,000 x 75% = $65,000.\"","checks":["r2"]},{"title":"Trusting the AI to count words","why":"AI is bad at counting. Ask for \"under 120 words\" and it often lands well over.","fix":"Cap each part instead: \"one line per rep, no other text.\"","checks":["maxWords"]},{"title":"Getting a formatted report","why":"The AI adds headings, bold names and a table, which show up as symbols in Slack.","fix":"Add: \"Plain text for Slack. No bold, headings or tables.\"","checks":["plainText"]}],"promptHints":[{"label":"Defines open pipeline","patterns":["closed won","closed lost","open (means|=|is)"]},{"label":"Uses the notes","patterns":["duplicate","corrected","60,?000","notes"]},{"label":"Asks to show the math","patterns":["show (the )?(math|working)","x\\s*probability","amount\\s*x"]},{"label":"Sets the last line","patterns":["total weighted"]},{"label":"Asks for plain text","patterns":["plain","no bold","no markdown","no table"]}],"hint":"The export has a duplicate and an outdated amount in it. Tell the AI what open means, to use the notes, and to show the math on every line.","rubricLabels":["Tom Okafor's line counts Calder Steel only once, so Tom's weighted total is $31,000 (not $56,000)","Lena Brooks's line uses the corrected Vantor Health amount of $60,000 and leaves out Ostrander Media and Pell & Grant, so Lena's weighted total is $45,000","Each rep line shows the amount x probability working, and the last line starts with \"Total weighted:\" and gives $141,000"]}