Lead Pipeline Report

Use Cases:

  • See all recent leads in a clear table with key details like owner and status.
  • Track who’s generating leads and how quickly they’re converting.
  • Monitor lead progress and spot trends by status or owner.
  • Identify bottlenecks or successes in your sales pipeline at a glance.
Build ReportsGTM/Business

Prompt

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

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Lead Performance Audit

Audit past lead quality with conversion metrics and performance insights

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Loss Reason Report

Generate loss reason reports showing why deals fail with counts and revenue impact

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Renewal Opportunity Flow

Build a flow that creates renewal opps when deals are won with 1-year timeline

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Renewal Opportunity Flow