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Summarize forecast category moves as up, down and net
- For Managers and team leads
- You practice Catching mistakes and made-up facts
- Time about 5 minutes
- Level Intermediate
About this exercise
Summarize the week's forecast category changes in exactly 4 plain-text lines starting Up:, Down:, Net: and Excluded:. Up counts deals that moved toward Commit (Pipeline to Best Case, Best Case to Commit). Down counts deals that moved away. Show the sum of amounts in $K in Up, Down and Net like "2 deals, 100 + 50 = $150K". Excluded states how many entries had no category change.
Common mistakes when you ask AI for this
- Counting the amount-only change. The AI includes Fairmont in Up. Try: Add: "Entries with no category change are excluded."
- Wrong direction. The AI treats Commit to Best Case as up. Try: Add: "Up = toward Commit."
- Sums not shown. The AI states totals only. Try: Add: "Show the sum like 100 + 50 = $150K."
- Extra text. The AI lists every deal. Try: Add: "Exactly 4 plain lines."
What a strong prompt includes
- Lists the four labels
- Defines direction
- Asks for sums
- Defines Net
- Plain text
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