Prompt library
Sales

Sales Data Assessment

Ensure your CRM data is complete and standardized so you can trust rep performance metrics, diagnose pipeline health, and drive targeted process improvements.
Table of contents
Prompt
Follow-up Prompts
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applicable Roles
VP of Sales
Sales Operations
Regional Sales Leaders
Prompt
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Petavue, please audit our CRM data across Leads, Opportunities, Accounts, and Activities. For each key field—Rep Owner, Lead Source, Opportunity Stage, Opportunity Value (ARR/ACV), Deal Type (New, Expansion, Renewal, Cross-sell), Close Date/Expected Close Date, Win/Loss Reason, Lead Response Time, # of Meetings/Calls, and Pipeline Coverage Ratio—report:

  1. In Schema? Yes/No
  2. % Complete (non-null values)
  3. Standardized? Yes/No (dropdown or normalized format)
  4. Flags for any field with <40% population or inconsistent entries
  5. Recommendations for cleanup (dropdowns, validation rules, automations)

Finally, produce a dashboard highlighting data quality by Sales Rep/Team, Region/Territory, Deal Stage (early vs. late), Deal Size (<$10K, $10–50K, >$50K), and Lead Source.

Follow-up Prompts
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  • Which cohorts show the earliest drop‑off, and in which months does churn peak?
  • Within the lowest‑performing segments, what are the top drivers of churn (e.g., low feature adoption, limited CSM engagement, support escalations)?
  • How do those drivers differ in high‑retention cohorts?
  • What intervention points (e.g., onboarding touchpoints, feature training) could improve underperforming cohorts?
Action Prompt

What This Prompt Does

This prompt audits the completeness, accuracy, and formatting of sales-critical fields across CRM objects including Leads, Opportunities, Accounts, and Activities. It checks for schema presence, data population rates, and standardization across fields like Opportunity Stage, Deal Type, Lead Source, and Rep Assignment. It also flags data quality risks such as missing win/loss reasons, unlogged activities, or incomplete close dates. The output includes a dashboard showing field hygiene by rep, territory, stage, and deal size to help teams prioritize cleanup and enforce best practices.

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Strategic Impact

Clean, standardized sales data is essential for performance tracking, quota management, and forecast reliability. This prompt gives Sales and RevOps leaders the visibility needed to build trust in reporting and drive efficiency across the team.

Business outcomes:

 → Improves rep productivity by surfacing gaps in activity tracking and SLA adherence

 → Enhances forecast accuracy by resolving missing or inconsistent pipeline fields

 → Enables coaching based on clean win/loss and activity data

 → Strengthens sales operations through scalable, hygiene-focused process enforcement