{"id":"revops-report-spec-from-vp-request","audience":"revops","category":"sales-work","technique":"format","track":"sales","level":"beginner","title":"Turn a VP's report request into a report spec","free":false,"task":"Fill a report spec from Marcus's request as seven plain-text lines labeled exactly Report name:, Object:, Filters:, Columns:, Group by:, Date range:, Open question:. \"Last quarter\" means Q3 2026 (2026-07-01 to 2026-09-30). The Open question is one question about anything the request leaves undefined. Under 90 words.","materialLabel":"Your notes (attached to your prompt automatically)","material":"REQUEST from Marcus Webb (VP Sales), Nov 4:\n\"I need to see, by rep, how many deals over 50k we closed last quarter and the average cycle length for them.\"\n\nAVAILABLE FIELDS (Opportunity object): Name, Amount, Stage (Qualify, Discover, Evaluate, Propose, Negotiate, Closed-Won, Closed-Lost), Created Date, Close Date, Owner.\nNOTES: Cycle length is not a stored field; it can be calculated as Close Date minus Created Date. The company's fiscal year is the calendar year. Naming convention for reports: Team_Topic_Period, e.g. Sales_ClosedWonOver50k_Q3.","rules":[{"type":"plainText"},{"type":"maxWords","max":90}],"mistakes":[{"title":"Wrong quarter","why":"The AI uses last calendar quarter relative to its own date.","fix":"Add: \"Last quarter means 2026-07-01 to 2026-09-30.\"","checks":["r1"]},{"title":"Missing the closed filter","why":"The AI counts all deals over 50k.","fix":"Add: \"Filter Stage = Closed-Won and Amount > 50000.\"","checks":["r1"]},{"title":"Ignoring naming rule","why":"The AI invents 'Big Deals Report'.","fix":"Add: \"Report name follows Team_Topic_Period.\"","checks":["r0"]},{"title":"Several questions or no labels","why":"The AI asks many questions or writes a paragraph.","fix":"Add: \"Seven plain-text lines with these labels; Open question is one question; under 90 words.\"","checks":["r2","plainText","maxWords"]}],"promptHints":[{"label":"Lists the labels","patterns":["report name:","filters:","group by:","open question"]},{"label":"Defines the period","patterns":["2026-07-01","q3","last quarter"]},{"label":"Names the filters","patterns":["closed-won","50000|50k"]},{"label":"Naming convention","patterns":["team_topic_period","naming"]},{"label":"Plain text and cap","patterns":["plain text","under 90 words"]}],"hint":"List the seven labels, define last quarter, and ask for one open question.","rubricLabels":["Has seven lines labeled exactly Report name:, Object:, Filters:, Columns:, Group by:, Date range:, Open question: in that order, and the report name follows Team_Topic_Period","Object is Opportunity, Filters are Stage = Closed-Won and Amount greater than 50000, Date range is 2026-07-01 to 2026-09-30, and Group by is Owner","Columns include cycle length as Close Date minus Created Date, and Open question is exactly one question"]}