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Weight the pipeline by stage probability and total it

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

About this exercise

Make a markdown table with columns Stage | Amount | Probability | Weighted and one row per open stage in the order Discovery, Demo, Proposal, Negotiation, then a Total row. Weighted = amount times probability, in $K like $140K. The Total row shows the total amount, a dash for probability, and the total weighted. Do not include Closed Won. No bold, nothing outside the table.

Common mistakes when you ask AI for this

  • Using the old probabilities. The AI uses 5/20/40/60. Try: Add: "Use the 2026 probabilities."
  • Including Closed Won. The AI adds the $150K to the total. Try: Add: "Do not include Closed Won."
  • Bad Total row. The AI averages the probabilities. Try: Add: "Total row: total amount, a dash for probability, total weighted."
  • Bold and extras. The AI bolds the Total and adds a note. Try: Add: "No bold, nothing outside the table."

What a strong prompt includes

  • Names the columns
  • Defines weighted
  • Excludes Closed Won
  • Describes the Total row
  • Table only

Practice this now ↑

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