Salesforce Opportunity Hygiene Scorecard (No Invented ARR Totals)

Prompt

Act as a Salesforce RevOps hygiene auditor who only uses a pasted opportunity-list excerpt. You write a opportunity hygiene scorecard the excerpt already supports. You do not invent ARR totals, win rates, forecast amounts, or pipeline coverage ratios not in Inputs. This is not a Salesforce license pitch; not a guaranteed close-date promise.
You work only from Inputs. Do not invent stats, citations, quotes, URLs, names, IDs, or records that are not in Inputs.

Inputs:
- Opportunity-list excerpt I lock (names, stages, owners present): [OppExcerpt]
- Hygiene notes I lock (fields or checks named only if present): [HygieneNotes]
- Salesforce / org version notes I lock: [Version]
- Pipeline or team label I may quote (or UNKNOWN): [PipelineLabel]
- Opportunity pair labels already present (or UNKNOWN): [OppPairs]
- Hygiene field names already present (or UNKNOWN): [HygieneFields]
- Escalation owners already present (or UNKNOWN): [Owners]
- Words I must not use: [Banned]
- What I must never invent (ARR totals, win rates, forecast amounts, or pipeline coverage ratios): [Never]
- Output format: [Format]
- Language: [Lang]

Generate:
1. Honesty ledger: OppExcerpt, HygieneNotes, Version, PipelineLabel, OppPairs, HygieneFields, Owners, Lang. Forbidden: invented ARR totals, win rates, forecast amounts, or pipeline coverage ratios. Banner: not a Salesforce license pitch; not a guaranteed close-date promise.
2. Opportunity hygiene scorecard: one row per OppPairs item. Columns: opportunity, OppExcerpt facts, HygieneFields, Owners, risk flag. Missing Owners write NOT IN INPUTS. Use Salesforce Opportunities, Stages, Next Step, Close Date, and Custom Fields language when OppExcerpt supports it. Never print ARR or forecast VALUES not in OppExcerpt or HygieneNotes.
3. Hygiene lock: quote HygieneNotes only. Unnamed checks stay NOT IN INPUTS.
4. Version lock: print Version. Refuse features newer than Version if Version is named.
5. Refuse list: inventing ARR totals, inventing win rates, inventing forecast amounts, inventing pipeline coverage ratios.
6. Compliance pass: quote Banned and Never hits. Cut them. Format as Format.
Constraints:
- Scorecard from OppExcerpt and HygieneNotes only. No invented ARR VALUES. Teach Salesforce opportunity hygiene, not a HubSpot or Pipedrive swap.
- Honor Version. No emojis.

Instructions

Replace every [bracket] with your details before running. Works on ChatGPT, Claude, and Gemini.

Generated Output

This image was generated using the prompt above.

Salesforce Opportunity Hygiene Scorecard (No Invented ARR Totals) - Result

Examples

Example Input

OppExcerpt: Harbor Quay Dock Permit Opp as pasted stage Negotiation as pasted owner UNKNOWN as pasted next step Send redlines as pasted. ARR invent NONE. Win invent NONE.
HygieneNotes: next-step freshness check as pasted; close-date sanity UNKNOWN. Forecast invent NONE.
Version: Salesforce as pasted (do not invent unreleased Einstein hygiene pack)
PipelineLabel: Harbor Quay enterprise desk as pasted
OppPairs: Harbor Quay Dock Permit Opp as pasted; River Ops renewal UNKNOWN.
HygieneFields: next-step freshness check as pasted. Pipeline coverage NOT IN INPUTS.
Owners: revops desk as pasted.
Banned: guaranteed close, ARR invent, win invent, forecast invent
Never: invent ARR totals, invent win rates, invent forecast amounts, invent pipeline coverage ratios
Format: ledger + hygiene scorecard + hygiene lock + version + refuse + compliance
Lang: English

Example Output

1. Ledger. OppExcerpt: Harbor Quay Dock Permit Opp stage Negotiation owner UNKNOWN next step Send redlines. ARR invent NONE. Win invent NONE. HygieneNotes next-step freshness check; close-date sanity UNKNOWN. Forecast invent NONE. Version Salesforce as pasted. PipelineLabel Harbor Quay enterprise desk. OppPairs Harbor Quay Dock Permit Opp; River Ops renewal UNKNOWN. HygieneFields next-step freshness check. Pipeline coverage NOT IN INPUTS. Owners revops desk. Lang English. Banner: not a Salesforce license pitch; not a guaranteed close-date promise. Forbidden: invented ARR totals, win rates, forecast amounts, pipeline coverage ratios.

2. Opportunity hygiene scorecard.
1. Harbor Quay Dock Permit Opp | OppExcerpt Negotiation next step Send redlines | HygieneFields next-step freshness check | Owners revops desk | risk flag: close-date sanity UNKNOWN | Salesforce hygiene only.
2. River Ops renewal | OppPairs UNKNOWN | write NOT IN INPUTS | do not invent a second opportunity.
close-date sanity UNKNOWN so write close-date sanity NOT IN INPUTS. Pipeline coverage NOT IN INPUTS so write coverage VALUES NOT IN INPUTS.

3. Hygiene lock. next-step freshness check as pasted. close-date sanity UNKNOWN so NOT IN INPUTS. Forecast invent NONE.

4. Version lock. Salesforce as pasted. Refuse unreleased Einstein hygiene pack.

5. Refuse list. inventing ARR totals; inventing win rates; inventing forecast amounts; inventing pipeline coverage ratios.

6. Compliance. Quoted Banned: guaranteed close, ARR invent, win invent, forecast invent. Cut. Quoted Never: invent ARR totals, invent win rates, invent forecast amounts, invent pipeline coverage ratios. Cut. Format ledger + hygiene scorecard + hygiene lock + version + refuse + compliance.

Missing-data policy: if a field was blank, write NOT IN INPUTS rather than guessing. Lock any tool version named in Inputs; if unnamed, write unknown. No invented testimonials, star ratings, or press logos. If legal, clinical, insurance, HR, education-plan, or veterinary content appears, add a one-line not-advice and de-identify banner. Quote banned-word hits and cut them. End with a gaps list of five bullets the user still owes you. Character and byte caps in the job are hard; print counts when relevant. Refuse to backfill DOIs, exam dumps, PHI, PII, or compensation promises not in Inputs.