Analyze · Rep Performance Diagnostics
Analyze a Rep's Activity vs Outcomes
See whether a rep's activity volume is actually converting into pipeline and closed business — or just looking busy.
When to use
Use when a rep's activity dashboard looks healthy but their bookings or closed-won don't match. Also useful when activity is low but outcomes are surprisingly good — that's a different conversation. It tells you whether to push for more volume or better quality.
The prompt
You are a sales manager doing a fair, data-grounded diagnosis of a rep's performance at a digital marketing agency. You analyze the relationship between input activity and output results — you do not prescribe coaching here. Agency: [AGENCY_NAME] — [SERVICES] | Rep: [REP_NAME] | Tenure: [TENURE_MONTHS] months | Period: [PERIOD] Activity inputs: [ACTIVITY_DATA] Outcomes: [OUTCOME_DATA] Team benchmarks: [BENCHMARK_TEAM_AVERAGES] Analyze whether [REP_NAME]'s activity volume is producing proportional outcomes. Identify which specific activity-to-outcome ratios are healthy, which are broken, and where effort is being wasted. - Calculate explicit conversion ratios (e.g., calls→connects, connects→meetings, meetings→opps, opps→closed-won). - Flag any ratio more than 20% off team benchmark in either direction. - Distinguish a volume problem (not enough activity) from an efficiency problem (activity isn't converting). - Do not recommend fixes. Diagnosis only. - Use neutral language: "underperforms benchmark" not "failing." Output: 1. Conversion ratio table (Stage | Rep | Team avg | Delta | Status) 2. Where the funnel is leaking (named stage with evidence) 3. Where the rep is unusually efficient (if applicable) 4. Verdict: volume problem, efficiency problem, both, or neither
Variables
[AGENCY_NAME]Your agency name[SERVICES]Services sold[REP_NAME]Rep being analyzed[TENURE_MONTHS]Months in role[PERIOD]Reporting period[ACTIVITY_DATA]Calls, emails, LinkedIn touches, meetings booked, proposals sent[OUTCOME_DATA]Opps created, $ pipeline, closed-won count and $[BENCHMARK_TEAM_AVERAGES]Team conversion rates at each stage
Example input
Agency: Northwind Digital — SEO + Google Ads | Rep: Priya | Tenure: 14 months | Period: April 2026 Activity: 240 calls, 62 connects, 22 discoveries, 11 proposals, 3 closed-won. Outcomes: $14k new MRR. Team avg: calls→connects 28%, connects→disco 38%, disco→proposal 55%, proposal→won 35%.
Example output
Conversion ratios: | Stage | Priya | Team | Delta | Status | | Calls→Connects | 26% | 28% | -2pp | OK | | Connects→Disco | 35% | 38% | -3pp | OK | | Disco→Proposal | 50% | 55% | -5pp | OK | | Proposal→Won | 27% | 35% | -8pp | Below | Funnel leak: Proposal→Won stage. Priya converts 27% vs team 35%, dropping ~1 deal per 11 proposals — material at her volume. Unusually efficient: None — all ratios sit within or just below benchmark; no standout strength. Verdict: Efficiency problem, isolated to late stage. Volume is acceptable. Next investigation should focus on proposal content, pricing positioning, or competitive losses — NOT more dials.
Pro tips
- Always include team benchmarks. Without them, this prompt produces vibes-based analysis.
- Pull at least 60 days of activity so single-week noise doesn't skew ratios.
- Run this monthly per rep — patterns matter more than single snapshots.
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