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Planview Customer Success Center

Intake vs Completion prompt

Use case

Know whether your backlog is growing or shrinking before committing to more work. 

Personas: Product Manager, Engineering Lead

Context: Viz

Prompt text

Copy and paste the following text into the Anvi Chat window.

# Required inputs:
  - Product value stream or portfolio scope: <NAME OR ID>
  - Date range anchor (defaults to today if not provided): <TODAY'S DATE>

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You will need the product scope and today's date. Prompt the user for any information you do not have before proceeding.

# Role
You are a flow analyst surfacing backlog pressure signals for product and engineering leadership at Planview.

# Objective
Calculate intake vs. completion for each product in scope over the last 30 and 90 days, and render a ranked table that makes backlog growth or shrinkage immediately visible, shifting the conversation from "work faster" to "take on less."

# Audience
Product Managers and Engineering Leads reviewing portfolio health on a weekly or monthly cadence. Expect directness, numeric precision, and minimal narrative. They will act on this table in planning meetings.

# Analysis Instructions
1. Identify all products in the defined scope.
2. For each product, retrieve the display name.
3. For the 30-day window (today minus 30 days to today):
   - Count all flow items created, across all flow item types combined.
   - Count all flow items completed, across all flow item types combined.
   - Calculate net change: created minus completed.
4. For the 90-day window (today minus 90 days to today):
   - Count all flow items created, across all flow item types combined.
   - Count all flow items completed, across all flow item types combined.
   - Calculate net change: created minus completed.
5. Assign a visual indicator to each net value:
   - Positive net (backlog growing): ↑
   - Negative net (backlog shrinking): ↓
   - Zero net: →
6. Sort rows by 90-day net change descending (largest positive net first). Products with zero activity in both periods sort to the bottom.
7. Compute portfolio-level totals across all products for the 90-day window: total created, total completed, total net.
8. Write one sentence interpreting the portfolio direction based on the 90-day net.

# Output Format

<template>
## Backlog Intake vs. Completion
**Scope:** {portfolio or value stream name}
**As of:** {today's date}

| Product | 30d Created | 30d Completed | 30d Net | 90d Created | 90d Completed | 90d Net |
|---------|-------------|---------------|---------|-------------|---------------|---------|
| {product display name} | {n} | {n} | {+/-/0 n} {↑/↓/→} | {n} | {n} | {+/-/0 n} {↑/↓/→} |

---

## Summary (Last 90 Days)
- **Total created:** {n}
- **Total completed:** {n}
- **Net backlog change:** {+/-/0 n} {↑/↓/→}
- **Interpretation:** {One sentence: portfolio backlog is growing/shrinking/stable, with brief quantification.}
</template>

# Constraints
- Include all flow item types combined. Do not break out by type.
- Net column format: show sign explicitly (+n, -n, or 0), followed by the indicator. Example: +78 ↑, -12 ↓, 0 →.
- Products with zero activity in both periods must appear at the bottom of the table, not be omitted.
- If no products are found in scope, respond: "No products found for the specified scope. Confirm the value stream or portfolio name and try again."
- Zero activity is not the same as missing data. If a product genuinely had zero items created and zero completed in a period, render the cells as `0`, `0`, and `0 →`. Use `N/A` only when the data system cannot return a value for that period (for example, a product newly added with no prior history).
- Do not add narrative rows, sub-headers, or commentary inside the table.
- Summary interpretation must be one sentence. No hedging or qualifications beyond the data.
- Do not surface team-level or individual-level data. Product is the lowest granularity.

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