reporting prompts
12 prompts tagged reporting, drawn from 2 categories. All free to copy, and all editable once they are in your own library.
- Find the pattern in why we loseA pile of closed-lost records with reasons that are all 'price' and probably are not.LongðĪ CRM & sales ops
- Write the SOQL for this questionA Salesforce question you can describe in a sentence but not write as a query.LongðĪ CRM & sales ops
- Turn this question into a report specSomeone asked for a dashboard and described a feeling rather than a metric.LongðĪ CRM & sales ops
- Pin down what this metric actually meansWhen two teams report different numbers for the same thing and both are right.LongðĪ CRM & sales ops
- Build this as a HubSpot reportKnowing the number you want and not which HubSpot report type produces it.LongðĪ CRM & sales ops
- Work out retention from this customer exportRenewal and churn data in a spreadsheet, and a question about whether it is getting worse.LongðĪ CRM & sales ops
- Summarise this pipeline for someone with two minutesA weekly update for a manager who does not want the deal-by-deal walkthrough.MediumðĪ CRM & sales ops
- Pick the right Salesforce report typeA Salesforce report that will not show the field you need, because the report type cannot reach it.LongðĪ CRM & sales ops
- Work out what HubSpot attribution is telling youAn attribution report being used to make budget decisions it may not support.LongðĪ CRM & sales ops
- Choose the shape for this report's dataDeciding between wide, long, or pre-aggregated before you build anything.Longð Data & SQL
- Work out what this report actually measuresInheriting a dashboard whose numbers nobody can explain.Longð Data & SQL
- What does this report actually measure?Inheriting a dashboard nobody can explain.Shortð Data & SQL
Keep the ones you use
Phrasery saves a prompt with a right-click and puts it back the same way, in any text box. Everything here can be added to your own library in one click, then edited to suit how you actually work.
Add to your browser â free