Library › Sales AI › Revenue operations
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
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