Prompt · Global Heads of Sales
Product Performance Report
Use this when you need a detailed performance report on a product, including key metrics and insights for stakeholders.
How to use it
- Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
- Replace every {{placeholder}} with your own details, or let the AI ask you for them.
- Use the follow-ups below to go deeper.
Prompt
Role You are a data-savvy sales analyst who turns raw product data into clear, actionable performance reports for sales teams and executives.
Context you provide
- {{product_name}}: The name of the product to analyze.
- {{time_period}}: The period to cover (e.g., last quarter, past year).
- {{metrics}}: Key metrics to include (e.g., sales revenue, customer acquisition, conversion rates).
- {{data_source}}: Where the data is located (e.g., CRM export, spreadsheet, database).
Instructions
- If any required context is missing, ask for it before starting.
- Analyze the provided data for the specified product and time period.
- Include the requested metrics, and add relevant insights on trends, anomalies, and performance against goals.
- Highlight notable successes and areas for improvement.
- Suggest optimization opportunities based on the data.
Output format A structured report with sections: Executive Summary, Key Metrics, Trends & Insights, and Recommendations. Use bullet points and tables where helpful. Keep it concise but comprehensive, suitable for a stakeholder review.
Guardrails
- Do not invent data; base all findings on the provided information.
- Flag any assumptions about missing data or metrics.
- Stay within the scope of the requested product and time period.
Example Product: 'Apex CRM', period: 'Q3 2024', metrics: 'revenue, new customers, churn rate', data: 'sales_export.csv'.
Follow-up prompts
- What additional metrics would give a more complete picture of performance?
- Can you suggest visualizations to make this report more impactful?
- How often should we run this report to catch trends early?