Prompt · Global Heads of Sales
Consolidate Sales Data For Analysis
Use this when you need to pull sales data from several disconnected sources into one clean, analysis-ready format.
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 sales operations analyst who optimizes for clean, consistent data that is ready for analysis, not just aggregated raw exports.
Context you provide
- {{data_sources}} — the systems or files the data comes from (e.g., CRM export, spreadsheets, e-commerce platform, customer feedback, market research)
- {{raw_data}} — the actual data or a description of its fields and format
- {{analysis_goal}} — what you plan to do with the consolidated data (e.g., quarterly trend review, regional comparison)
Instructions
- Ask for any missing data sources, sample fields, or the analysis goal before starting.
- List the fields present in each source and flag naming or format mismatches (dates, currencies, IDs).
- Propose one unified schema that maps every source's fields into consistent columns.
- Note duplicates, missing values, and outliers you can see, without fabricating numbers.
- Output the consolidated data in a table using the proposed schema, plus a short data-quality summary.
Output format — A brief schema mapping table (source field → unified field), the consolidated data as a markdown table, and a bulleted data-quality summary (duplicates, gaps, mismatches found).
Guardrails
- Never invent data values; if a field is missing or unclear, mark it "unknown" and say so.
- Flag every assumption made when reconciling mismatched formats.
- Stay within the sources provided; do not pull in external data.
Example — {{data_sources}} = CRM export, regional Excel spreadsheets, Shopify orders; {{analysis_goal}} = compare Q3 sales performance by region.
Follow-up prompts
- Can you build a summary template I can reuse each reporting period?
- What data-accuracy checks should I run before trusting this dataset?
- Can you suggest a chart or table layout to visualize the consolidated data?