{"id":"sales-ceo-q4-snapshot-conflicting-sources","audience":"executives","category":"sales-work","technique":"verification","track":"sales","level":"advanced","title":"Reconcile CRM and Finance numbers for the CEO","free":false,"task":"The CEO wants the Q4 position in under a minute. Write exactly five plain-text lines starting Booked (signed):, Commit:, Gap to plan:, Biggest risk:, Ask:. Where CRM and Finance disagree, use Finance's signed numbers and say so on the Biggest risk line. Show the gap math. Under 90 words. Do not repeat the VP's confidence quote.","materialLabel":"Your notes (attached to your prompt automatically)","material":"Q4 PIPELINE SNAPSHOT (as of Nov 6) - $ millions\nPlan for Q4: 2.50\n\nCRM report (Sales Ops):\n- Closed-Won this quarter: 1.65\n- Commit (open deals the VP expects to close by Dec 31): 0.75\n- Upside (not counted): 0.90\n\nFinance review (Nov 5): two Closed-Won deals in CRM have no countersigned order form yet - Harbor Mills ($0.12M) and Pelham Group ($0.06M). Finance only counts deals with signed order forms.\n\nVP Sales comment: \"We will beat plan, I'm very confident.\"\n\nReminder: CEO asked last quarter that all board numbers use Finance's signed figures.","rules":[{"type":"plainText"},{"type":"maxWords","max":90}],"mistakes":[{"title":"Using CRM's 1.65","why":"The AI reports booked as 1.65 and a gap of 0.10.","fix":"Add: \"Use Finance's signed numbers: remove the two unsigned deals.\"","checks":["r0","r1"]},{"title":"Skipping the gap math","why":"The AI states the gap without showing it.","fix":"Add: \"Show the gap math: 2.50 - (booked + commit).\"","checks":["r1"]},{"title":"Echoing the VP","why":"The AI repeats 'we will beat plan'.","fix":"Add: \"Do not repeat the VP's confidence quote.\"","checks":["r2"]},{"title":"Wrong layout","why":"The AI writes paragraphs and a table.","fix":"Add: \"Exactly five plain-text lines with those labels, under 90 words.\"","checks":["plainText","maxWords"]}],"promptHints":[{"label":"Lists the five labels","patterns":["booked \\(signed\\)","commit:","gap to plan","biggest risk","ask:"]},{"label":"Prefers Finance","patterns":["finance","signed"]},{"label":"Shows gap math","patterns":["gap math","2\\.50 -"]},{"label":"Names the deals","patterns":["harbor mills","pelham"]},{"label":"Skips the quote","patterns":["do not repeat","vp'?s"]}],"hint":"Say which source wins, ask for the gap math, and name the five lines.","rubricLabels":["Booked (signed) shows 1.47 (1.65 minus the two unsigned deals totalling 0.18) and Commit shows 0.75","Gap to plan shows the math 2.50 - (1.47 + 0.75) = 0.28 million","Biggest risk names Harbor Mills and Pelham Group as unsigned deals CRM counts as won, the Ask is a single request, and the VP's confidence quote is not repeated"]}