What are Some Prompts I Can Use in the Analytics AI?

Analytics AI Prompts

If you are unsure of what prompts to give the Analytics AI, try using the prompts below!

Sales Performance & Leaderboards

• “What is the sales leaderboard by total revenue this year?”
• “Show total sales by sales rep this year vs last year.”
• “Give me a comprehensive report for all of my sales reps that shows close rates, lead sources, profit margin, and time to close.”
• “Generate a report based on lead date from Q2 vs Q1 for sales rep performance.”

Lead Source Analysis

• “Show me YTD sales by lead source.”
• “Based on previous closed deals, give me a breakdown of which lead sources bring in the most revenue.”
• “Compare lead source performance in 2025 vs 2026.”
• “I need a report that shows the number of leads for each month in 2026 that includes only Google CPC, Google GMB, and Website Direct as the lead sources.”

Forecasting & Goal Planning

• “Taking into account current close rates for all sales staff, how many leads would I need to achieve $100M in revenue by the end of the fiscal year?”
• “With this data, how many jobs would I need in a mixed model of these 5 lead sources to reach $100M in revenue by Dec 31, 2026?”
• “I want a new column to track projected total revenue at end of month — if it’s a 30-day month and they are at $100,000 by the 10th, projected total would be $300,000.”

Accounts Receivable & Invoicing

• “What does my accounts receivable aging look like?”
• “I need invoices not in draft that are 30 days past due, then 30–60, 60–90, then 90+.”
• “What is the total outstanding balance by sales rep for open and sent invoices?”
• “How has the collection rate trended over the past 12 months?”

Profit Tracking & Margins

• “Show me P&L by sales rep this year.”
• “Show me all commercial jobs that closed in Q2. How many are there total? And how many closed below 35% profit?”
• “Can we add a chart that shows average estimated gross profit margin vs actual realized gross profit margin, broken out by job type?”

Workflow & Operational Analysis

• “Can you help me understand where our biggest operational bottlenecks are across all workflows? Stack rank the top 10 offenders by workflow and stage.”
• “I want to see how long jobs were in certain statuses — for example the Lead status — and how long on average a job stays in each stage.”
• “I need a tracker that shows how long each job was in the Signed Contract status for jobs that spent at least one day there in June, with average days in status separated by rep.”

Appointment & Status Tracking

• “Build a report to show all jobs that have ever moved into the Appt Scheduled status, including customer names and addresses.”
• “Can you build a report that shows how many appointments happened last week with new leads?”

Filtering & Refining Results

• “Exclude any commercial job types.”
• “I need this report to exclude estimates that were already sold prior to this time period.”
• “Ensure there are no duplicates — only pull data from the job, not the contact.”

Charts & Visualizations

• “Show me a graph of fence sales broken down monthly for the last 2 years.”
• “Can you break this down in a bar graph with revenue and an ability to drill into the data?”
• “How can I get a map dashboard showing total leads per address?”

Individual Rep Lookups

• “What is [rep name]’s total sold amount last week?”
• “Give me a list of [rep name]’s sold jobs for April, May, and June.”
• “Give me close rates by [rep name] for the past year.”

Dashboard Building

• “Create a dashboard called Signed Estimates that shows count of estimates signed by rep, lead source, job type, total amount, average estimate size, and time to signature.”
• “I would like to create a dashboard that I can track close rate data, filterable by sales rep, job type, and date range, with 30-day and 60-day rolling averages.”