Find where deals leak out of my sales funnel
A stage-by-stage conversion and velocity analysis that pinpoints where deals stall or drop, and why, with targeted fixes.
The prompt
Help me find where my sales funnel is leaking.
Funnel data: [paste counts and values by stage for a period: leads, meetings, opportunities by stage, closed-won, closed-lost, with dates if possible]
Average days in each stage: [if available]
Segments to compare: [e.g. region, source, segment, rep, product]
Comparison period: [e.g. same period last year, prior quarter]
Our stage definitions: [paste, or describe briefly]
Steps:
1. Calculate stage-to-stage conversion rates and time in stage for the period and the comparison period.
2. Find the 2-3 stages with the biggest drop in conversion or biggest increase in time. Show the change.
3. Break those stages down by the segments I listed to see if the leak is everywhere or concentrated.
4. Calculate sales velocity (opportunities x win rate x deal size / cycle length) and which component changed most.
5. Offer likely causes for each leak and how to confirm each (e.g. listen to calls at that stage, check loss reasons, check if stage exit criteria are followed).
Return:
- A funnel table: Stage | Conversion now | Conversion before | Days in stage now | Before.
- The top leaks, each with evidence and likely causes.
- A velocity breakdown.
- 3 fixes ranked by impact and effort, and what metric would show each is working.
Don't overstate conclusions from small numbers; flag stages with low counts.
Highlighted [brackets] are blanks to replace with your own details.
Fill in the blanks and use this promptMore Data & Analysis prompts
What to fill in
- if available
- e.g. region, source, segment, rep, product
- e.g. same period last year, prior quarter
- paste, or describe briefly
How this prompt is built
This prompt follows the Few-Shot structure (Few-shot prompting). A few-shot prompt includes one or more worked examples of the input and the output you want, so the model can copy the pattern instead of guessing it.
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