Prompt library
Sales

Rep Performance vs. Activity

Diagnose AE performance by correlating activity levels, pipeline coverage, and win rates to pinpoint coaching needs and boost revenue.
Table of contents
Prompt
Follow-up Prompts
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applicable Roles
Sales Manager
Sales Ops
VP of Sales
Regional Sales Leader
Prompt
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Petavue, please evaluate each AE’s performance over the past two quarters:

  1. Pipeline Coverage: Compare current pipeline value against individual quotas.
  2. Activity Levels: Summarize calls, meetings, and emails logged per rep.
  3. Win Rates: Calculate each rep’s Closed-Won rate.

Then:

  • Top Performers: Identify reps with both high activity and high win rates.
  • Skill-Gap Candidates: Spot reps with high activity but below-average win rates.
  • Under-Pipelined Reps: Flag reps whose pipeline is significantly below quota.

Return a ranked dashboard by rep that includes these metrics and suggests targeted coaching actions for each category.

Follow-up Prompts
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  • Which activities correlate most strongly with higher win rates? (e.g., number of discovery calls vs. proposals sent)
  • Are high-activity/low-conversion reps struggling at specific deal stages (e.g., proposal → negotiation)?
Action Prompt

What This Prompt Does

This prompt analyzes AE performance by correlating activity volume (calls, meetings, emails), pipeline coverage, and win rates across the past two quarters. It identifies high performers, high-effort but low-conversion reps, and under-pipelined sellers who may need support. The output is a ranked dashboard that enables easy rep comparison and includes coaching recommendations tailored to skill, effort, or pipeline generation gaps.

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Strategic Impact

Understanding how activity translates into outcomes allows managers to coach more effectively and optimize team productivity. This prompt helps leaders prioritize where to invest time and resources to improve rep performance.

Business outcomes:

 → Improves win rates through targeted coaching based on rep-specific patterns

 → Increases forecast accuracy by identifying reps at risk of missing quota

 → Boosts overall team productivity by aligning support with coverage and conversion gaps

 → Enables data-driven pipeline allocation across inbound, outbound, and self-sourced efforts