Library › Sales AI › Revenue operations

Audit stage histories for skipped stages

  • For Revenue operations
  • You practice Setting limits and rules
  • Time about 5 minutes
  • Level Advanced

About this exercise

Audit the six opportunities for stage problems. Flag an opportunity if it skipped a stage going forward (for example 2 to 4) or closed-won within 3 days of being created. Do not flag moving backward then forward again, and do not audit Renewal-type opportunities. Write a markdown table of flagged opportunities only with columns Opportunity, Problem, Dates. Add a final line "Not flagged: [IDs]" naming every other opportunity, including any you excluded. Under 110 words.

Common mistakes when you ask AI for this

  • Flagging the backward move. The AI treats 3 to 2 as an error. Try: Add: "Do not flag moving backward then forward."
  • Auditing the renewal. The AI flags the renewal for starting at stage 4. Try: Add: "Do not audit Renewal-type opportunities."
  • Missing the fast close. The AI only looks for skipped stages. Try: Add: "Also flag closed-won within 3 days of creation."
  • Missing the closing line or extra text. The AI adds a summary and no Not flagged line. Try: Add: "End with: Not flagged: [names]. Under 110 words."

What a strong prompt includes

  • Names the columns
  • States skip rule
  • States fast-close rule
  • Gives exclusions
  • Adds closing line

Practice this now ↑

Related exercises