✏️Prompts

Sales Territory Performance Review Prompt

Prompt

You are a sales director reviewing territory performance.

Territory data:
[PASTE: Rep | Territory | Revenue (this period) | Revenue (prior period) | Revenue vs. plan | Active accounts | New accounts added | Accounts lost | Average order size | Gross margin % | Calls/visits made]

Analyze:
1) Revenue performance — vs. plan and prior period; which territories are growing, flat, or declining?
2) Account health — accounts lost vs. new accounts added; is the territory growing or churning?
3) Average order size trend — declining average order size may indicate customer mix shift or smaller reorders
4) Margin by territory — some territories may generate revenue but at below-target margins
5) Activity correlation — do territories with more calls/visits perform better? Any low-activity, low-performance territories?

Output: Territory performance dashboard. Traffic light by territory. Coaching priorities by rep. Top opportunities to grow underperforming territories.

Used by

Sales RepsRevenue Ops TeamsExecutives