{"id":"sales-forecast-category-self-check-table","audience":"sales","category":"sales-work","technique":"grounding","track":"sales","level":"advanced","title":"Assign forecast categories to deals using the criteria","free":false,"task":"Place each of the five deals in Commit, Best Case or Pipeline using only the criteria. Write a markdown table with columns Deal, Category, Reason (starting with one tag: ALL MET, WRITTEN, LEGAL or DATE, the first Commit criterion the deal fails in that order, then 10 words or fewer), then a final line exactly like \"Commit: $X. Best Case: $Y.\" using the amounts of the deals in each category. Check every criterion; a verbal yes is not written confirmation. Under 110 words.","materialLabel":"Your notes (attached to your prompt automatically)","material":"FORECAST CATEGORY CRITERIA (today is Fri Nov 6; quarter ends Dec 31)\n- Commit: written buyer approval (email or signed doc) AND legal review started AND close date on or before Dec 31.\n- Best Case: not Commit, but stage 4 or later AND a buyer meeting already booked within the next 14 days (on or before Nov 20).\n- Pipeline: everything else.\n\nDEALS:\n- Ardent Co, $40,000: customer emailed \"approved, send the paper\" Nov 4; legal review started Nov 5; close date Dec 10; stage 5\n- Basil Inc, $75,000: stage 4; proposal reviewed; meeting booked Nov 12; no written approval; close date Dec 18\n- Cormorant LLC, $22,000: verbal yes on a call; stage 4; legal not started; next meeting booked Nov 30; close date Dec 15\n- Dovetail, $90,000: COO emailed approval Oct 30; legal not started; stage 5; meeting booked Nov 16; close date Dec 20\n- Elk Group, $30,000: written approval Nov 2; legal started Nov 3; stage 5; no meeting booked; close date Jan 12","rules":[{"type":"maxWords","max":110}],"mistakes":[{"title":"Counting the verbal yes","why":"The AI puts Cormorant in Commit because the buyer agreed.","fix":"Add: \"A verbal yes is not written confirmation.\"","checks":["r0"]},{"title":"Ignoring legal or date","why":"The AI puts Dovetail and Elk in Commit on written approval alone.","fix":"Add: \"Commit needs ALL three: written approval, legal started, close date by Dec 31.\"","checks":["r0"]},{"title":"Wrong amounts line","why":"The AI sums all deals or uses Pipeline in the line.","fix":"Add: \"Final line exactly: Commit: $X. Best Case: $Y.\"","checks":["r2"]},{"title":"Long reasons","why":"The AI explains each deal in a paragraph.","fix":"Add: \"Reason 12 words or fewer; under 110 words in total.\"","checks":["r1","maxWords"]}],"promptHints":[{"label":"Names the columns","patterns":["deal","category","reason"]},{"label":"Checks all criteria","patterns":["all three","every criteri","each criteri"]},{"label":"Treats verbal as not written","patterns":["verbal","written"]},{"label":"Caps reasons","patterns":["12 words"]},{"label":"Gives the last line","patterns":["commit: \\$","last line","final line"]}],"hint":"Say to check every criterion, treat verbal yes as not enough, and give the closing line.","rubricLabels":["Categories are Ardent Co Commit, Basil Inc Best Case, Cormorant LLC Pipeline, Dovetail Best Case, Elk Group Pipeline","Each Reason starts with the right tag (Ardent ALL MET, Basil WRITTEN, Cormorant WRITTEN, Dovetail LEGAL, Elk DATE) followed by 10 words or fewer","The final line is exactly \"Commit: $40,000. Best Case: $165,000.\""]}