Marcus's Monday, two ways

Marcus, a sales operations analyst at a mid-sized software company.

Marcus starts Monday with a CRM export that has 42 duplicate accounts and a field called Lead Source with 14 different spellings. He opens Claude and uses the CRM Data Quality Basics prompt to draft deduplication rules and a cleanup formula. He checks the rules against three accounts he knows well, then sends the list to the sales team for review.

At 10 a.m., the regional VP asks for a dashboard by Thursday. Marcus uses the Sales Dashboard Building prompt to choose four KPIs and draft calculated fields for pipeline coverage and win rate. He pastes the draft into his reporting tool and sees the structure come together in an hour instead of a day.

After lunch, he notices conversion dropped in the mid-market segment. He uses the Sales Performance Analysis prompt to summarize the trend and list possible causes. Then he uses the Revenue Forecasting Support prompt to draft a short commentary on the West region variance for the quarter close.

By 4 p.m., Marcus has a clean CRM rule set, a dashboard outline, a performance summary, and forecast notes. He closes his laptop on time and takes his daughter to soccer practice. The hour he won back goes to his family, not to more spreadsheets.