Library/Sales Operations, CRM & Productivity/Reporting & Performance Analytics/Rank Reps by Close Rate from a Deal Dataset
TestedSales Operations, CRM & ProductivityQuick Win (under 10 min)

Rank Reps by Close Rate from a Deal Dataset

Rank reps by a defined close rate, with open deals excluded and small samples flagged rather than crowned.

About this prompt

This prompt ranks reps by close rate from a deal export using one stated formula — closed-won / (closed-won + closed-lost) inside a set date window — with open deals excluded, a minimum-sample rule for who gets ranked, and a check for gaps too small to mean anything. Observations come back labelled as hypotheses, not verdicts. Use it before a pipeline review, QBR or one-on-one when you need close rates everyone can recompute.

The prompt

Act as a revenue operations analyst and produce a close-rate ranking of the reps in [DEAL DATASET], using one stated formula, a fixed date window and a minimum-sample rule, so every rate in the rankin
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Variables to replace

DEAL DATASET|DATE WINDOW|WON LABELS|LOST LABELS|MINIMUM SAMPLE

How to run it

  1. Copy the prompt and paste it into Claude, ChatGPT, Gemini, or Copilot — it's tuned to run in any of them.
  2. Replace the variables — swap each bracketed token for your deal's specifics. The variables list above explains every field.
  3. Make it yours — run it, keep what's strong, and tighten your inputs on the next pass. The prompt improves with your context.

What good output looks like

Make it yours

StagePipeline Management
SeatSales Manager, Sales Director, RevOps / Sales Ops
DifficultyBasic
Time to valueQuick Win (under 10 min)
Works withAI-Agnostic
CategorySales Operations, CRM & Productivity
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