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Build a weighted pipeline forecast with your team's rates
- For Sales and customer success
- You practice Giving the right context
- Time about 5 minutes
About this exercise
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.
Common mistakes when you ask AI for this
- Using the CRM's rates. The AI uses the probabilities in the export because they're right there. Try: Add: "Use our rates: Discovery 10%, Proposal 40%, Negotiation 70%."
- Counting the lost deal. The AI includes every row in the export. Try: Add: "Closed lost counts as zero."
- No math shown. The AI gives a forecast number your manager can't check. Try: Show it: "Acme: 20,000 x 40% = 8,000."
- Long or formatted output. AI adds coaching advice in bold. Try: Add: "Only the 6 lines, plain text."
What a strong prompt includes
- Gives the team's rates
- Excludes lost deals
- Asks to show the math
- Asks for a total line
- Asks for plain text
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