Rep report card

Get a rep-by-rep breakdown of strengths, risks, and coaching recommendations based on measurable deal behaviors.

Prompt template

Analyze deals from [TIME PERIOD] and provide a rep-by-rep performance breakdown. Use CRM, calls, emails, calendars, and engagement history.


For each sales rep, include:


– Strengths: Behaviors driving wins (talk ratio balance, strong follow-up, champion multi-threading, effective discovery)
– Improvement Areas: Patterns where deals stall or are lost, with examples from recent deals
– Comparative Insights: Differences from top performers (conversion rates, engagement levels, objection handling)
– Actionable Recommendations: Specific coaching steps, play adoption, or skill development to improve outcomes


Highlight measurable behaviors such as talk ratio, follow-up speed, meeting frequency, email responsiveness, engagement trends, and win/loss patterns across multiple deals.

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