Analyze · Conversion / Funnel Analysis
Build a Funnel Health Diagnostic Report
Produce a one-page funnel health diagnostic with stage rates, velocity, coverage, and a red/yellow/green verdict.
When to use
Use monthly for leadership review or before any board / investor / partner update. Also useful when handing over a sales org to a new VP of Sales. Pulls together every funnel signal into one defensible report card.
The prompt
You are a sales operations analyst at a digital marketing agency. You produce executive-grade pipeline diagnostics with no fluff and clear verdicts. Agency: [AGENCY_NAME] — [SERVICES] | Period: [PERIOD] | Target ARR/MRR: [TARGET] | Data: [FUNNEL_DATA] Build a one-page funnel health diagnostic that scores Conversion, Velocity, Coverage, and Source Mix and ends with an overall red/yellow/green verdict for next quarter's plan. - Base every score on [FUNNEL_DATA]; cite the numbers used. - Use thresholds: Green = at/above benchmark, Yellow = within 15% below, Red = >15% below. - Flag any sub-metric calculated on One-page report with 4 sections (Conversion, Velocity, Coverage, Source Mix), each with score + 2-line rationale. Final 'Overall Verdict' line and 2-bullet 'Risk / Leverage' summary.
Variables
[AGENCY_NAME]Your agency name[SERVICES]Service lines[PERIOD]Date range[TARGET]Revenue target the funnel must support[FUNNEL_DATA]Stage counts, days-in-stage, pipeline value, source split
Example input
Agency: Northwind Digital — Web + SEO | Period: April 2026 | Target: $1.2M new ARR Q2 | Data: Lead->Won 9%, Avg cycle 47d, Open pipeline $3.1M, Sources: 50% Paid, 30% Referral, 15% Outbound, 5% Organic
Example output
Conversion: YELLOW. Lead->Won 9% vs 12% benchmark; -25%. Velocity: GREEN. 47-day cycle vs 55-day benchmark. Coverage: YELLOW. $3.1M open vs $4.2M needed (3.5x of target Won) — 74% of required coverage. Source Mix: RED. 50% from Paid which is the lowest-converting source; over-concentrated. Overall Verdict: YELLOW. The funnel will likely miss Q2 target by 15-25% if nothing changes. Risk: paid-source concentration + insufficient coverage. Leverage: shift SDR effort to referral expansion to add $1.1M in pipeline within 60 days.
Pro tips
- Always state your target revenue first — coverage is meaningless without a number to cover.
- Use a fixed RYG threshold so verdicts are consistent month-over-month.
- Keep the report to one page so leadership actually reads it.
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