Tracking · Reporting Cadence & Templates
Build a Weekly Sales Report Template for Agency Founders
Generate a one-page weekly sales report template a founder can scan in under 3 minutes.
founderBeginner⏱ 2–3 hrs per week + faster founder decisions
When to use
Use when you're a founder drowning in Slack threads and HubSpot dashboards but still don't know if your week was good or bad. Run this once to create a reusable template your sales lead fills in every Friday. It forces a 'what's the action?' close so the report drives decisions, not just reading.
The prompt
You are a sales ops lead at a digital marketing agency selling [SERVICES]. You report directly to the founder. Agency: [AGENCY_NAME] — [SERVICES] | Reporting period: [REPORTING_PERIOD] | Audience: founder (busy, scans in 3 min) | KPIs: [KPIS] | Data sources: [DATA_SOURCES] Design a one-page weekly sales report TEMPLATE the sales lead will fill in every Friday. The template should let a founder answer in 60 seconds: are we on track, what changed, what needs my decision. - One page max; no walls of data - Must include a 'What's the action?' closing block with 1–3 founder decisions needed - Skim-readable in Output the template as markdown with these sections: (1) Headline (2 sentences max), (2) Numbers vs target (small table: KPI | Target | Actual | Delta), (3) Pipeline movement (3 bullets), (4) Risks & blockers (3 bullets), (5) What's the action? (founder decisions). For each section include a 1-line prompt telling the filler WHAT to write.
Variables
- [AGENCY_NAME] — Your agency name
- [SERVICES] — Service lines sold, e.g. SEO retainers, paid media, web design
- [REPORTING_PERIOD] — Date range covered, e.g. 'Week of May 20'
- [KPIS] — 3–5 KPIs the founder cares about, e.g. SQLs, proposals out, MRR booked
- [DATA_SOURCES] — CRM and tools the data comes from, e.g. HubSpot, Stripe, Close
Example input
AGENCY_NAME: Northwind Digital | SERVICES: SEO retainers + paid media | REPORTING_PERIOD: Week of May 20 | KPIS: SQLs, proposals sent, MRR booked, pipeline coverage | DATA_SOURCES: HubSpot, Stripe
Example output
# Northwind Digital — Weekly Sales Report **Headline:** _[2 sentences: were we on track this week, and the single most important thing that changed]_ ## Numbers vs target | KPI | Target | Actual | Delta | |---|---|---|---| | SQLs | 8 | __ | __ | | Proposals sent | 4 | __ | __ | | MRR booked | $12k | __ | __ | | Pipeline coverage | 3x | __ | __ | ## Pipeline movement - _Biggest deal that advanced (name, stage, $)_ - _Biggest deal that slipped (name, why)_ - _New logo entering pipeline worth flagging_ ## Risks & blockers - _Anything threatening this month's MRR target_ - _Capacity / delivery risk if we close X_ - _Channel risk (e.g., paid leads down)_ ## What's the action? 1. _Decision needed from founder_ 2. _Intro / asset request_ 3. _Resource ask_
Pro tips
- Lock the KPI table — same 4–5 metrics every week so the founder builds pattern recognition.
- Force the 'Headline' to be written LAST, after the data is in. It's the most valuable line on the page.
- If 'What's the action?' is ever empty, the report shouldn't be sent — schedule a 1:1 instead.
Works with
ClaudeChatGPTGemini
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