{"id":"revops-stage-history-skips-audit-table","audience":"revops","category":"sales-work","technique":"constraints","track":"sales","level":"advanced","title":"Audit stage histories for skipped stages","free":false,"task":"Audit the six opportunities for stage problems. Flag an opportunity if it skipped a stage going forward (for example 2 to 4) or closed-won within 3 days of being created. Do not flag moving backward then forward again, and do not audit Renewal-type opportunities. Write a markdown table of flagged opportunities only with columns Opportunity, Problem, Dates. Add a final line \"Not flagged: [IDs]\" naming every other opportunity, including any you excluded. Under 110 words.","materialLabel":"Your notes (attached to your prompt automatically)","material":"STAGES: 1 Qualify, 2 Discover, 3 Evaluate, 4 Propose, 5 Negotiate, Closed-Won.\nPOLICY: Renewal-type opportunities start at stage 4 by design and are excluded from this audit. Moving backward a stage is allowed.\n\nSTAGE HISTORY (date entered):\n- OP-101 Maple Dental (New): created Sep 2 at 1; Sep 20 at 2; Oct 4 at 4; Oct 25 Closed-Won\n- OP-102 Northwind Co (New): created Oct 12 at 1; Oct 13 at 2; Oct 14 at 3; Oct 15 at 4; Oct 15 Closed-Won (same day)\n- OP-103 Ocean Foods (Renewal): created Oct 1 at 4; Oct 28 Closed-Won\n- OP-104 Pine & Sons (New): created Aug 18 at 1; Sep 5 at 2; Sep 28 at 3; Oct 9 at 2; Oct 30 at 3; Nov 3 at 4\n- OP-105 Quill Labs (New): created Sep 14 at 1; Oct 2 at 2; Oct 19 at 5\n- OP-106 Rowan Tools (New): created Oct 1 at 1; Oct 8 at 2; Oct 22 at 3; Nov 2 at 4","rules":[{"type":"maxWords","max":110}],"mistakes":[{"title":"Flagging the backward move","why":"The AI treats 3 to 2 as an error.","fix":"Add: \"Do not flag moving backward then forward.\"","checks":["r1"]},{"title":"Auditing the renewal","why":"The AI flags the renewal for starting at stage 4.","fix":"Add: \"Do not audit Renewal-type opportunities.\"","checks":["r1"]},{"title":"Missing the fast close","why":"The AI only looks for skipped stages.","fix":"Add: \"Also flag closed-won within 3 days of creation.\"","checks":["r0"]},{"title":"Missing the closing line or extra text","why":"The AI adds a summary and no Not flagged line.","fix":"Add: \"End with: Not flagged: [names]. Under 110 words.\"","checks":["r2","maxWords"]}],"promptHints":[{"label":"Names the columns","patterns":["opportunity","problem","dates"]},{"label":"States skip rule","patterns":["skipp?ed","2 to 4","going forward"]},{"label":"States fast-close rule","patterns":["3 days","closed.won"]},{"label":"Gives exclusions","patterns":["backward","renewal","do not flag"]},{"label":"Adds closing line","patterns":["not flagged"]}],"hint":"State both flag rules, the two exclusions, the columns and the closing line.","rubricLabels":["The table lists exactly OP-101 Maple Dental (skipped stage 3, 2 to 4), OP-102 Northwind Co (closed-won the same day it reached stage 4, 3 days from creation) and OP-105 Quill Labs (skipped 3 and 4, 2 to 5), with dates","OP-104 Pine & Sons (moved backward then forward) and OP-103 Ocean Foods (Renewal) are not flagged","The final line is \"Not flagged: \" and names OP-103, OP-104 and OP-106"]}