{"id":"sheet-sales-weighted-pipeline-forecast","audience":"sales","category":"spreadsheets","track":"data","technique":"context","title":"Build a weighted pipeline forecast with your team's rates","free":false,"task":"Your team weights open deals at Discovery 10%, Proposal 40% and Negotiation 70%, not the CRM's default rates, and closed-lost deals count as zero. Write exactly 6 numbered lines: one per deal showing amount x rate = weighted amount (or saying it's excluded), then Total: adding up the weighted amounts. Plain text, under 90 words.","materialLabel":"Your pipeline export (attached to your prompt automatically)","material":"CRM pipeline export - Q4 2026 (rep: Jonah Pratt)\n\nDeal | Amount | Stage | CRM probability\nAcme Dental | 20,000 | Proposal | 50%\nBrook Labs | 50,000 | Discovery | 20%\nCole Freight | 30,000 | Negotiation | 80%\nDune Hotels | 40,000 | Closed lost | 0%\nElm Clinics | 10,000 | Negotiation | 80%\n\nNotes:\n- The CRM's probabilities are factory defaults nobody changed\n- Dune Hotels went with a competitor on Oct 28\n- Forecast call is Monday\n- Last quarter Jonah forecast the full pipeline (150,000) and closed 38,000","rules":[{"type":"numberedItems","count":6},{"type":"maxWords","max":90},{"type":"plainText"}],"mistakes":[{"title":"Using the CRM's rates","why":"The AI uses the probabilities in the export because they're right there.","fix":"Add: \"Use our rates: Discovery 10%, Proposal 40%, Negotiation 70%.\"","checks":["r0"]},{"title":"Counting the lost deal","why":"The AI includes every row in the export.","fix":"Add: \"Closed lost counts as zero.\"","checks":["r1"]},{"title":"No math shown","why":"The AI gives a forecast number your manager can't check.","fix":"Show it: \"Acme: 20,000 x 40% = 8,000.\"","checks":["r0","r2","numberedItems"]},{"title":"Long or formatted output","why":"AI adds coaching advice in bold.","fix":"Add: \"Only the 6 lines, plain text.\"","checks":["maxWords","plainText"]}],"promptHints":[{"label":"Gives the team's rates","patterns":["10%","40%","70%"]},{"label":"Excludes lost deals","patterns":["closed lost","exclude","zero"]},{"label":"Asks to show the math","patterns":["show (the )?math","x \\d+%","amount x"]},{"label":"Asks for a total line","patterns":["total:","add up","sum"]},{"label":"Asks for plain text","patterns":["plain","no bold","no markdown"]}],"hint":"The rates in the export aren't your team's. Give the AI your rates and ask for the math on every deal.","rubricLabels":["The deal lines show Acme 20,000 x 40% = 8,000, Brook 50,000 x 10% = 5,000, Cole 30,000 x 70% = 21,000 and Elm 10,000 x 70% = 7,000, using the team rates (not the CRM's 50/20/80%)","Dune Hotels is shown as excluded or 0 because it's closed lost","The last line is Total: 8,000 + 5,000 + 21,000 + 7,000 = 41,000"]}