{"id":"revops-stage-two-cohort-conversion-snapshot-math","audience":"revops","category":"sales-work","technique":"constraints","track":"sales","level":"advanced","title":"Measure stage 2 to 3 conversion for a snapshot cohort","free":false,"task":"Calculate stage 2 to stage 3 conversion for the Sep 30 cohort. Write exactly 5 plain-text lines starting Cohort:, Advanced:, Stayed:, Lost:, Conversion:. Cohort is the Sep 30 stage 2 opportunities minus the deleted duplicate, with the subtraction. Do not include opportunities created in October. Conversion shows the division as a percent with one decimal. Under 65 words.","materialLabel":"Your notes (attached to your prompt automatically)","material":"STAGE 2 COHORT - snapshot Sep 30 vs Oct 31\nOpportunities in Stage 2 on Sep 30: 12.\nOutcome by Oct 31:\n- Moved to Stage 3 or beyond (including Closed-Won): 5\n- Still in Stage 2: 4\n- Closed-Lost: 2\n- Deleted as a duplicate record: 1\nNew Stage 2 opportunities created in October (not part of the Sep 30 cohort): 7.\n\nRules: conversion = advanced / cohort. Duplicates deleted during the period are removed from the cohort. Closed-Lost deals stay in the cohort.\nMarketing's quick number: \"12 stage-2 deals, 5 advanced = 41.7 percent.\" (uses the unadjusted 12)","rules":[{"type":"plainText"},{"type":"maxWords","max":65}],"mistakes":[{"title":"Using the unadjusted 12","why":"The AI divides 5 by 12 (41.7%).","fix":"Add: \"Remove the deleted duplicate from the cohort: 12 - 1 = 11.\"","checks":["r0","r1"]},{"title":"Adding October opportunities","why":"The AI folds the 7 new Stage 2 deals into the base.","fix":"Add: \"Do not include opportunities created in October.\"","checks":["r2"]},{"title":"Dropping closed-lost","why":"The AI removes the 2 lost deals from the base.","fix":"Add: \"Closed-Lost deals stay in the cohort.\"","checks":["r1"]},{"title":"Wrong layout","why":"The AI writes a table and commentary.","fix":"Add: \"Exactly 5 plain-text lines, under 65 words.\"","checks":["plainText","maxWords"]}],"promptHints":[{"label":"Names the lines","patterns":["cohort:","advanced:","stayed:","lost:","conversion:"]},{"label":"Removes duplicate","patterns":["12 - 1","duplicate"]},{"label":"Excludes October","patterns":["october","not include"]},{"label":"Keeps lost","patterns":["closed.lost","stay in"]},{"label":"One decimal","patterns":["one decimal","5 / 11"]}],"hint":"Name the five lines, remove the duplicate from the cohort, exclude October deals, and keep Closed-Lost.","rubricLabels":["Cohort shows 12 - 1 = 11, Advanced shows 5, Stayed shows 4 and Lost shows 2","Conversion shows 5 / 11 = 45.5%","The 7 October-created opportunities are not counted, the marketing 41.7 percent is not used, and the answer has exactly five lines in the given order"]}