The Excel Sales Analyzer

Download the data files below and upload to Copilot Chat before running this prompt.

Prompt

You are an expert sales performance analyst. I am sharing sales KPI data covering multiple regions and time periods.

Analyze this data and produce the following:

**PERFORMANCE SCORECARD**
- Total revenue vs. target for each region (table format)
- Top 3 and bottom 3 reps or regions by quota attainment
- Win rate by deal size: under $10K, $10K-$50K, over $50K

**TREND ANALYSIS**
- Month-over-month growth by region (%)
- Identify any regions showing 3+ months of consecutive decline
- Highlight outlier months and likely causes

**PIPELINE HEALTH**
- Average deal velocity by stage
- Conversion rates at each funnel stage
- Forecast accuracy vs. actual for the period

**RECOMMENDATIONS**
- 3 specific actions to improve the lowest-performing region
- Coaching focus areas for the bottom quartile
- Deal types or segments to prioritize in [NEXT QUARTER]

Present all tables in markdown. Keep executive summary under 150 words. Flag any data quality issues in the dataset.