Analyze a Rep's Activity vs Outcomes

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

• [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

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%.

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.

• 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.