{
  "assessment": "GTM Healthcare Intelligence — duplicate bookings display follow-up",
  "label": "Self-initiated review of my own demo",
  "scopeNotice": "Three targeted production requests for combined quota, individual rep results, and both together. All scenario records are synthetic. Earlier evidence remains separate and unchanged.",
  "completedAt": "2026-10-26T19:51:14.101199+00:00",
  "displayDate": "October 26, 2026",
  "displayTimeEastern": "3:51 p.m. Eastern",
  "servingRevision": "3bde9225a5b29a09ac35a0e132598ec219b28968",
  "fixCommit": "3bde9225a5b29a09ac35a0e132598ec219b28968",
  "fixSource": "https://github.com/kristenmartino/gtm-healthcare-intel/blob/3bde9225a5b29a09ac35a0e132598ec219b28968/lib/query-engine.mjs",
  "testSource": "https://github.com/kristenmartino/gtm-healthcare-intel/blob/3bde9225a5b29a09ac35a0e132598ec219b28968/tests/quota-presentation.test.mjs",
  "pullRequest": "https://github.com/kristenmartino/gtm-healthcare-intel/pull/28",
  "deployment": {
    "id": "dpl_GHhpqZCGb4kzgTxAZB7VWF6wVExu",
    "target": "production",
    "alias": "https://gtm.kristenmartino.ai",
    "statusAtVerification": "Ready"
  },
  "priorEvidence": [
    {
      "href": "/assessments/gtm-healthcare/written-amount-recheck-2026-10-26.json",
      "sha256": "5f2f415ae1f28051c71a0578652c80ac8c2b3977a8aa7f1fbc822f4b67f8fe12"
    },
    {
      "href": "/assessments/gtm-healthcare/quota-recheck-2026-10-26.json",
      "sha256": "e119f7a2811d9ace6144de857bd91d86c9f7b9311922102fa0db23fd0978a9c9"
    },
    {
      "href": "/assessments/gtm-healthcare/verification.json",
      "sha256": "ca52b94941909ddbca27ee525459ec2861c74d19afe8a56905248ab160e1dc91"
    }
  ],
  "originalDuplicateObservation": {
    "case": "per-rep",
    "question": "Show bookings, quota and attainment by rep for Sarah Chen and David Kim in Q1 2025.",
    "status": 200,
    "source": "validated-query",
    "text": "Period: Q1 2025. Reps: Sarah Chen, David Kim.\nChen: Bookings (won ACV) $504,000.\nKim: Bookings (won ACV) $250,000.\n\nPeriod: Q1 2025. Reps: Sarah Chen, David Kim.\nChen: Bookings (won ACV) $504,000; Full-quarter quota $450,000; Attainment 112.0%.\nKim: Bookings (won ACV) $250,000; Full-quarter quota $350,000; Attainment 71.4%.",
    "results": [
      {
        "groupBy": [
          "rep"
        ],
        "reps": [
          "Sarah Chen",
          "David Kim"
        ],
        "rows": [
          {
            "name": "Chen",
            "bookings": 504000,
            "quota": null,
            "attainment": null
          },
          {
            "name": "Kim",
            "bookings": 250000,
            "quota": null,
            "attainment": null
          }
        ]
      },
      {
        "groupBy": [
          "rep"
        ],
        "reps": [
          "Sarah Chen",
          "David Kim"
        ],
        "rows": [
          {
            "name": "Chen",
            "bookings": 504000,
            "quota": 450000,
            "attainment": 112.00000000000001
          },
          {
            "name": "Kim",
            "bookings": 250000,
            "quota": 350000,
            "attainment": 71.42857142857143
          }
        ]
      }
    ]
  },
  "expected": {
    "basis": "Numeric anchors retained from the separate October 26 quota follow-up; the latest requests check their preservation and output presentation.",
    "combined": {
      "bookings": 754000,
      "quota": 800000,
      "attainment": 94.25,
      "displayedAttainment": "94.3%"
    },
    "perRep": {
      "Chen": {
        "bookings": 504000,
        "quota": 450000,
        "displayedAttainment": "112.0%"
      },
      "Kim": {
        "bookings": 250000,
        "quota": 350000,
        "displayedAttainment": "71.4%"
      }
    }
  },
  "cases": [
    {
      "case": "combined",
      "http": 200,
      "source": "validated-query",
      "question": "What is the combined quota and attainment for Sarah Chen and David Kim in Q1 2025?",
      "text": "Period: Q1 2025. Reps: Sarah Chen, David Kim.\nTotal: Bookings (won ACV) $754,000; Full-quarter quota $800,000; Attainment 94.3%.",
      "rawQueryReports": [
        "quota"
      ],
      "bookingsShownOncePerRep": null,
      "correctNumbers": true,
      "individualRowsRequested": false
    },
    {
      "case": "per-rep",
      "http": 200,
      "source": "validated-query",
      "question": "Show bookings, quota and attainment by rep for Sarah Chen and David Kim in Q1 2025.",
      "text": "Period: Q1 2025. Reps: Sarah Chen, David Kim.\nChen: Bookings (won ACV) $504,000; Full-quarter quota $450,000; Attainment 112.0%.\nKim: Bookings (won ACV) $250,000; Full-quarter quota $350,000; Attainment 71.4%.",
      "rawQueryReports": [
        "performance",
        "quota"
      ],
      "bookingsShownOncePerRep": true,
      "correctNumbers": true,
      "individualRowsRequested": true
    },
    {
      "case": "both",
      "http": 200,
      "source": "validated-query",
      "question": "Show combined bookings, quota and weighted attainment for Sarah Chen and David Kim in Q1 2025, along with the per-rep results.",
      "text": "Period: Q1 2025. Reps: Sarah Chen, David Kim.\nTotal: Bookings (won ACV) $754,000; Full-quarter quota $800,000; Attainment 94.3%.\n\nPeriod: Q1 2025. Reps: Sarah Chen, David Kim.\nChen: Bookings (won ACV) $504,000; Full-quarter quota $450,000; Attainment 112.0%.\nKim: Bookings (won ACV) $250,000; Full-quarter quota $350,000; Attainment 71.4%.",
      "rawQueryReports": [
        "quota",
        "quota"
      ],
      "bookingsShownOncePerRep": true,
      "correctNumbers": true,
      "individualRowsRequested": true
    }
  ],
  "rawResponses": {
    "combined": {
      "source": "validated-query",
      "content": [
        {
          "type": "text",
          "text": "Period: Q1 2025. Reps: Sarah Chen, David Kim.\nTotal: Bookings (won ACV) $754,000; Full-quarter quota $800,000; Attainment 94.3%."
        }
      ],
      "appliedScope": [
        "Query 1: quota.",
        "Period: Q1 2025.",
        "Report: quota.",
        "reps: Sarah Chen, David Kim.",
        "Grouping: total."
      ],
      "calculationDetails": [
        {
          "title": "quota",
          "notes": [
            "Win rate = won / (won + lost). Cycle and mean ACV use won opportunities only. Open pipeline is a separate snapshot, not bookings or a forecast.",
            "Attainment and coverage use summed amounts and full-quarter quotas. Gross rep shortfalls minus rep overperformance equals the signed net quota gap; net shortfall is the positive part of that gap.",
            "Displayed values are rounded; calculations, filters and ties use unrounded values."
          ],
          "rows": [
            "Total: Bookings (won ACV) $754,000; Open qualified pipeline $2,400,000; Wins 10; Losses 30; Closed opportunities 40; Closed-cohort win rate 25.0%; Mean won ACV $75,400; Mean won cycle 46.4 days; Full-quarter quota $800,000; Attainment 94.3%; Pipeline / full-quarter quota 3x; Net quota shortfall $46,000; Gross rep shortfalls $100,000; Rep overperformance $54,000; Target gap $46,000."
          ]
        }
      ],
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        {
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          "name": "query_gtm",
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            "explain": false
          },
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            "results": [
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                  "Attainment and coverage use summed amounts and full-quarter quotas. Gross rep shortfalls minus rep overperformance equals the signed net quota gap; net shortfall is the positive part of that gap."
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      "content": [
        {
          "type": "text",
          "text": "Period: Q1 2025. Reps: Sarah Chen, David Kim.\nChen: Bookings (won ACV) $504,000; Full-quarter quota $450,000; Attainment 112.0%.\nKim: Bookings (won ACV) $250,000; Full-quarter quota $350,000; Attainment 71.4%."
        }
      ],
      "appliedScope": [
        "Query 1: performance.",
        "Period: Q1 2025.",
        "Report: performance.",
        "reps: Sarah Chen, David Kim.",
        "Grouping: rep.",
        "Query 2: quota.",
        "Period: Q1 2025.",
        "Report: quota.",
        "reps: Sarah Chen, David Kim.",
        "Grouping: rep."
      ],
      "calculationDetails": [
        {
          "title": "performance",
          "notes": [
            "Win rate = won / (won + lost). Cycle and mean ACV use won opportunities only. Open pipeline is a separate snapshot, not bookings or a forecast.",
            "Displayed values are rounded; calculations, filters and ties use unrounded values."
          ],
          "rows": [
            "Chen: Bookings (won ACV) $504,000; Open qualified pipeline $1,200,000; Wins 8; Losses 16; Closed opportunities 24; Closed-cohort win rate 33.3%; Mean won ACV $63,000; Mean won cycle 41 days.",
            "Kim: Bookings (won ACV) $250,000; Open qualified pipeline $1,200,000; Wins 2; Losses 14; Closed opportunities 16; Closed-cohort win rate 12.5%; Mean won ACV $125,000; Mean won cycle 68 days."
          ]
        },
        {
          "title": "quota",
          "notes": [
            "Win rate = won / (won + lost). Cycle and mean ACV use won opportunities only. Open pipeline is a separate snapshot, not bookings or a forecast.",
            "Attainment and coverage use summed amounts and full-quarter quotas. Gross rep shortfalls minus rep overperformance equals the signed net quota gap; net shortfall is the positive part of that gap.",
            "Displayed values are rounded; calculations, filters and ties use unrounded values."
          ],
          "rows": [
            "Chen: Bookings (won ACV) $504,000; Open qualified pipeline $1,200,000; Wins 8; Losses 16; Closed opportunities 24; Closed-cohort win rate 33.3%; Mean won ACV $63,000; Mean won cycle 41 days; Full-quarter quota $450,000; Attainment 112.0%; Pipeline / full-quarter quota 2.67x; Net quota shortfall $0; Gross rep shortfalls $0; Rep overperformance $54,000; Target gap -$54,000.",
            "Kim: Bookings (won ACV) $250,000; Open qualified pipeline $1,200,000; Wins 2; Losses 14; Closed opportunities 16; Closed-cohort win rate 12.5%; Mean won ACV $125,000; Mean won cycle 68 days; Full-quarter quota $350,000; Attainment 71.4%; Pipeline / full-quarter quota 3.43x; Net quota shortfall $100,000; Gross rep shortfalls $100,000; Rep overperformance $0; Target gap $100,000."
          ]
        }
      ],
      "toolCalls": [
        {
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          "name": "query_gtm",
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                "quarters": [
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                    "avgACV": 63000,
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                    "coverage": 2.6666666666666665,
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                    "overperformance": 54000,
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                    "closed": 16,
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                    "overperformance": 0,
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                ],
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                "query": {
                  "report": "quota",
                  "quarters": [
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                  ],
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                  ],
                  "specialties": [],
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                "facts": null,
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                  "Period: Q1 2025.",
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                  "reps: Sarah Chen, David Kim.",
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          "text": "Period: Q1 2025. Reps: Sarah Chen, David Kim.\nTotal: Bookings (won ACV) $754,000; Full-quarter quota $800,000; Attainment 94.3%.\n\nPeriod: Q1 2025. Reps: Sarah Chen, David Kim.\nChen: Bookings (won ACV) $504,000; Full-quarter quota $450,000; Attainment 112.0%.\nKim: Bookings (won ACV) $250,000; Full-quarter quota $350,000; Attainment 71.4%."
        }
      ],
      "appliedScope": [
        "Query 1: quota.",
        "Period: Q1 2025.",
        "Report: quota.",
        "reps: Sarah Chen, David Kim.",
        "Grouping: total.",
        "Query 2: quota.",
        "Period: Q1 2025.",
        "Report: quota.",
        "reps: Sarah Chen, David Kim.",
        "Grouping: rep."
      ],
      "calculationDetails": [
        {
          "title": "quota",
          "notes": [
            "Win rate = won / (won + lost). Cycle and mean ACV use won opportunities only. Open pipeline is a separate snapshot, not bookings or a forecast.",
            "Attainment and coverage use summed amounts and full-quarter quotas. Gross rep shortfalls minus rep overperformance equals the signed net quota gap; net shortfall is the positive part of that gap.",
            "Displayed values are rounded; calculations, filters and ties use unrounded values."
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          ]
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            "Attainment and coverage use summed amounts and full-quarter quotas. Gross rep shortfalls minus rep overperformance equals the signed net quota gap; net shortfall is the positive part of that gap.",
            "Displayed values are rounded; calculations, filters and ties use unrounded values."
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            "Kim: Bookings (won ACV) $250,000; Open qualified pipeline $1,200,000; Wins 2; Losses 14; Closed opportunities 16; Closed-cohort win rate 12.5%; Mean won ACV $125,000; Mean won cycle 68 days; Full-quarter quota $350,000; Attainment 71.4%; Pipeline / full-quarter quota 3.43x; Net quota shortfall $100,000; Gross rep shortfalls $100,000; Rep overperformance $0; Target gap $100,000."
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                  }
                ],
                "rankings": [],
                "query": {
                  "report": "quota",
                  "quarters": [
                    "Q1 2025"
                  ],
                  "reps": [
                    "Sarah Chen",
                    "David Kim"
                  ],
                  "specialties": [],
                  "sources": [],
                  "groupBy": [],
                  "predicate": {
                    "metric": "bookings",
                    "operator": "none",
                    "value": null
                  },
                  "ranking": {
                    "metric": "bookings",
                    "direction": "none",
                    "limit": 1,
                    "within": []
                  }
                },
                "facts": null,
                "scope": [
                  "Period: Q1 2025.",
                  "Report: quota.",
                  "reps: Sarah Chen, David Kim.",
                  "Grouping: total."
                ],
                "notes": [
                  "Win rate = won / (won + lost). Cycle and mean ACV use won opportunities only. Open pipeline is a separate snapshot, not bookings or a forecast.",
                  "Attainment and coverage use summed amounts and full-quarter quotas. Gross rep shortfalls minus rep overperformance equals the signed net quota gap; net shortfall is the positive part of that gap."
                ]
              },
              {
                "metrics": [
                  "bookings",
                  "pipeline",
                  "wins",
                  "losses",
                  "closed",
                  "winRate",
                  "avgACV",
                  "avgCycle",
                  "quota",
                  "attainment",
                  "coverage",
                  "shortfall",
                  "grossShortfall",
                  "overperformance",
                  "gap"
                ],
                "rows": [
                  {
                    "name": "Chen",
                    "wins": 8,
                    "losses": 16,
                    "closed": 24,
                    "bookings": 504000,
                    "pipeline": 1200000,
                    "winRate": 33.33333333333333,
                    "avgACV": 63000,
                    "avgCycle": 41,
                    "quota": 450000,
                    "attainment": 112.00000000000001,
                    "coverage": 2.6666666666666665,
                    "shortfall": 0,
                    "overperformance": 54000,
                    "gap": -54000,
                    "grossShortfall": 0
                  },
                  {
                    "name": "Kim",
                    "wins": 2,
                    "losses": 14,
                    "closed": 16,
                    "bookings": 250000,
                    "pipeline": 1200000,
                    "winRate": 12.5,
                    "avgACV": 125000,
                    "avgCycle": 68,
                    "quota": 350000,
                    "attainment": 71.42857142857143,
                    "coverage": 3.4285714285714284,
                    "shortfall": 100000,
                    "overperformance": 0,
                    "gap": 100000,
                    "grossShortfall": 100000
                  }
                ],
                "rankings": [],
                "query": {
                  "report": "quota",
                  "quarters": [
                    "Q1 2025"
                  ],
                  "reps": [
                    "Sarah Chen",
                    "David Kim"
                  ],
                  "specialties": [],
                  "sources": [],
                  "groupBy": [
                    "rep"
                  ],
                  "predicate": {
                    "metric": "bookings",
                    "operator": "none",
                    "value": null
                  },
                  "ranking": {
                    "metric": "bookings",
                    "direction": "none",
                    "limit": 1,
                    "within": []
                  }
                },
                "facts": null,
                "scope": [
                  "Period: Q1 2025.",
                  "Report: quota.",
                  "reps: Sarah Chen, David Kim.",
                  "Grouping: rep."
                ],
                "notes": [
                  "Win rate = won / (won + lost). Cycle and mean ACV use won opportunities only. Open pipeline is a separate snapshot, not bookings or a forecast.",
                  "Attainment and coverage use summed amounts and full-quarter quotas. Gross rep shortfalls minus rep overperformance equals the signed net quota gap; net shortfall is the positive part of that gap."
                ]
              }
            ],
            "explain": false,
            "displayMetrics": [
              "bookings",
              "quota",
              "attainment"
            ]
          }
        }
      ]
    }
  },
  "assertions": [
    "All three requests returned HTTP 200 and source validated-query.",
    "Combined-only returns $754,000 bookings, $800,000 quota, and 94.25% attainment (94.3% displayed).",
    "Per-rep-only displays exactly one Chen bookings/quota/attainment row and one Kim row.",
    "Both-together retains the combined total and both individual quota rows.",
    "The per-rep request produced both performance and quota query records, exercising the duplicate-display fix rather than avoiding the overlapping plan.",
    "Both underlying query results and calculation details remain in the per-rep response."
  ],
  "javascriptTests": {
    "command": "npm run test:scenario",
    "passed": 50,
    "failed": 0,
    "newPresentationTests": 5,
    "existingTests": 45,
    "scope": "Includes existing weighted quota checks for all 63 nonempty rep subsets. This is regression coverage, not a general accuracy estimate."
  },
  "method": "The existing production API was queried with the three recorded questions after the separate app fix was deployed. Returned text and structured quota rows were checked against the retained numeric anchors. A browser check also confirmed the combined and individual answer and its expandable calculation details. AI tools supported implementation, testing and analysis.",
  "unrechecked": "This follow-up did not recheck source disclosures, quarterly rankings, written amounts, malformed amounts, or no-show controls. Their earlier dated evidence is retained."
}