Build a Dashboard

Build ReportsGTM/Business

Prompt

Create a dashboard called 'Sales Overview' using my pipeline report, win rate report, and rep activity report.

See which reps convert best and where leads stall.

“Break down leads created in the past 1 year into Converted vs Unconverted and show conversion rate. Also give me a conversion rate by lead owner”

~1 min

Instant table of recent leads by owner, status, and date.

“Create a tabular report listing Leads created in the past <N days> with columns Lead Owner, Status, Created Date, and Converted Date.”

Group closed-lost opps by reason with revenue impact.

“Build a summary report of Opportunities with Stage = Closed–Lost in the last <N months>, grouped by Lost Reason, showing count and total Amount.”