Workshop evidence
Win/Loss Analysis Agent
This report separates source-only checks, native final-answer acceptance and learner-facing visual evidence. A screenshot supports only its reviewed visible scope; it does not certify every workshop step.
Deterministic case contract
These source-only marker checks are not, by themselves, native final-answer passes.
| Case | Must include | Must not claim |
|---|---|---|
WL-01 |
Q3 Win/Loss OverviewLoss by CompetitorCompetitorX 47%Evidence boundary | I don't have accessprovide the recordmessage was sentCRM record updated successfully |
WL-02 |
Root Cause AnalysisBuyer Key Insight38%Evidence boundary | I don't have accessprovide the recordmessage was sentCRM record updated successfully |
WL-03 |
Counter-StrategiesTalk TrackFedRAMP in progressEvidence boundary | I don't have accessprovide the recordmessage was sentCRM record updated successfully |
WL-04 |
Synthetic Revenue Scenario Model$4.2M23:1Evidence boundary | I don't have accessprovide the recordmessage was sentCRM record updated successfully |
WL-05 |
Board PresentationDecision for authorized leaders32% Q4 win rateEvidence boundary | I don't have accessprovide the recordmessage was sentCRM record updated successfully |
WL-06 |
Complete SummaryDraft Next-Step OptionsEvidence boundary | I don't have accessprovide the recordmessage was sentCRM record updated successfully |
Displayed visual checkpoints
Only reviewed checkpoints count within their stated scope. A labeled PNG board can combine multiple actual views; it is not an old JPEG or a continuous walkthrough. Asset paths are included for traceability.
| Checkpoint | Mode | Visible evidence | Annotated asset |
|---|---|---|---|
easy-review-build |
easy | Win/Loss Analysis Pilot; Draft; win-loss-analysis-board-presentation; win-loss-analysis-win-loss-overview; win-loss-analysis-counter-strategies; win-loss-analysis-revenue-impact; win-loss-analysis-root-cause-analysis; aibast_win-loss-analysis-synthetic-records.md; aibast_win-loss-analysis-operating-rules.md | solutions/win-loss-analysis/screenshots/assisted/annotated/01-review-build.png |
easy-wl-01 |
easy | Q3 Win/Loss Overview; Loss by Competitor; CompetitorX 47%; Evidence boundary | solutions/win-loss-analysis/screenshots/assisted/annotated/02-wl-01.png |
easy-wl-02 |
easy | Root Cause Analysis; 38%; Buyer Key Insight; Evidence boundary | solutions/win-loss-analysis/screenshots/assisted/annotated/03-wl-02.png |
easy-wl-03 |
easy | Counter-Strategies; Evidence boundary; FedRAMP in progress; Talk Track | solutions/win-loss-analysis/screenshots/assisted/annotated/04-wl-03.png |
easy-wl-04 |
easy | Synthetic Revenue Scenario Model; $4.2M; Evidence boundary; 23:1 | solutions/win-loss-analysis/screenshots/assisted/annotated/05-wl-04.png |
easy-wl-05 |
easy | Board Presentation; Evidence boundary; Decision for authorized leaders; 32% Q4 win rate | solutions/win-loss-analysis/screenshots/assisted/annotated/06-wl-05.png |
easy-wl-06 |
easy | Complete Summary; Draft Next-Step Options; Evidence boundary | solutions/win-loss-analysis/screenshots/assisted/annotated/07-wl-06.png |
easy-confirm-draft |
easy | Win/Loss Analysis Pilot | solutions/win-loss-analysis/screenshots/assisted/annotated/08-confirm-draft.png |
hard-step-01 |
hard | Untitled Agent | solutions/win-loss-analysis/screenshots/manual/annotated/01-create-blank-agent.png |
hard-step-02 |
hard | Win/Loss Analysis Manual | solutions/win-loss-analysis/screenshots/manual/annotated/02-name-agent.png |
hard-step-03 |
hard | Win/Loss Analysis Agent — Global Instructions | solutions/win-loss-analysis/screenshots/manual/annotated/03-enter-instructions.png |
hard-step-04 |
hard | Draft | solutions/win-loss-analysis/screenshots/manual/annotated/04-save-instructions.png |
hard-step-05 |
hard | Provide trusted context to guide decisions | solutions/win-loss-analysis/screenshots/manual/annotated/05-remove-web-search.png |
hard-step-06 |
hard | aibast_win-loss-analysis-operating-rules.md | solutions/win-loss-analysis/screenshots/manual/annotated/06-add-aibast-win-loss-analysis-operating-rules.png |
hard-step-07 |
hard | aibast_win-loss-analysis-synthetic-records.md | solutions/win-loss-analysis/screenshots/manual/annotated/07-add-aibast-win-loss-analysis-synthetic-records.png |
hard-step-08 |
hard | win-loss-analysis-action-summary | solutions/win-loss-analysis/screenshots/manual/annotated/08-add-action-summary.png |
hard-step-09 |
hard | win-loss-analysis-board-presentation | solutions/win-loss-analysis/screenshots/manual/annotated/09-add-board-presentation.png |
hard-step-10 |
hard | win-loss-analysis-counter-strategies | solutions/win-loss-analysis/screenshots/manual/annotated/10-add-counter-strategies.png |
hard-step-11 |
hard | win-loss-analysis-revenue-impact | solutions/win-loss-analysis/screenshots/manual/annotated/11-add-revenue-impact.png |
hard-step-12 |
hard | win-loss-analysis-root-cause-analysis | solutions/win-loss-analysis/screenshots/manual/annotated/12-add-root-cause-analysis.png |
hard-step-13 |
hard | win-loss-analysis-win-loss-overview | solutions/win-loss-analysis/screenshots/manual/annotated/13-add-win-loss-overview.png |
hard-step-14 |
hard | Claude Opus 5; win-loss-analysis-win-loss-overview; win-loss-analysis-root-cause-analysis; win-loss-analysis-revenue-impact; win-loss-analysis-counter-strategies; win-loss-analysis-board-presentation; aibast_win-loss-analysis-synthetic-records.md; aibast_win-loss-analysis-operating-rules.md | solutions/win-loss-analysis/screenshots/manual/annotated/14-review-inventory.png |
hard-step-15 |
hard | win-loss-analysis-win-loss-overview; win-loss-analysis-root-cause-analysis; win-loss-analysis-revenue-impact; win-loss-analysis-counter-strategies; win-loss-analysis-board-presentation | solutions/win-loss-analysis/screenshots/manual/annotated/15-review-skills.png |
hard-step-16 |
hard | win-loss-analysis-win-loss-overview; win-loss-analysis-root-cause-analysis; win-loss-analysis-revenue-impact; win-loss-analysis-counter-strategies; win-loss-analysis-board-presentation; win-loss-analysis-action-summary | solutions/win-loss-analysis/screenshots/manual/annotated/16-review-skills-more.png |
hard-step-17 |
hard | Win/Loss Analysis Manual | solutions/win-loss-analysis/screenshots/manual/annotated/17-open-preview.png |
hard-wl-01 |
hard | Q3 Win/Loss Overview; Loss by Competitor; CompetitorX 47%; Evidence boundary | solutions/win-loss-analysis/screenshots/manual/annotated/18-wl-01.png |
hard-wl-02 |
hard | Root Cause Analysis; 38%; Buyer Key Insight; Evidence boundary | solutions/win-loss-analysis/screenshots/manual/annotated/19-wl-02.png |
hard-wl-03 |
hard | Counter-Strategies; Talk Track; FedRAMP in progress; Evidence boundary | solutions/win-loss-analysis/screenshots/manual/annotated/20-wl-03.png |
hard-wl-04 |
hard | Synthetic Revenue Scenario Model; $4.2M; Evidence boundary; 23:1 | solutions/win-loss-analysis/screenshots/manual/annotated/21-wl-04.png |
hard-wl-05 |
hard | Board Presentation; 32% Q4 win rate; Evidence boundary; Decision for authorized leaders | solutions/win-loss-analysis/screenshots/manual/annotated/22-wl-05.png |
hard-wl-06 |
hard | Complete Summary; Evidence boundary; Draft Next-Step Options | solutions/win-loss-analysis/screenshots/manual/annotated/23-wl-06.png |
hard-step-24 |
hard | Win/Loss Analysis Manual | solutions/win-loss-analysis/screenshots/manual/annotated/24-confirm-draft.png |
Reference-only visual gaps
These checkpoints remain open or reference historical captures. No current image is implied by this table; review and reshoot requirements must be resolved before acceptance.
| Checkpoint | Mode | Source asset | Reason |
|---|