Context Slice Analysis Types
Pipeline Conversion Analysis
Required columns: Stage/status column
Output format:
## Pipeline Conversion Analysis
### Stage-by-Stage Conversion
| Stage | Count | Conversion to Next | Cumulative |
|-------|-------|-------------------|------------|
| [Stage 1] | [N] | [X]% | 100% |
| [Stage 2] | [N] | [X]% | [X]% |
...
### Key Findings
- **Biggest drop-off:** [Stage X → Stage Y] at [X]% conversion
- **Strongest stage:** [Stage] at [X]% conversion
- **Bottleneck:** [Observation about where deals stall]
### Recommendations
1. [Actionable insight based on data]
2. [Second recommendation]Stage Progression Assumptions
Pipeline conversion analysis assumes deals progress sequentially through stages. When analyzing, check for and flag these issues:
Backward progression: A deal moved from a later stage to an earlier one (e.g., Negotiation → Discovery). This may indicate data entry errors, deal restarts, or CRM workflow issues. Report specific deal IDs and ask if this is expected.
Skipped stages: A deal jumped multiple stages (e.g., Discovery → Closed Won, skipping Proposal and Negotiation). Some deals legitimately fast-track; others may have incomplete data. Note which deals skipped and whether the pattern is consistent.
Single-snapshot data: When the CSV contains only current stage (one row per deal, no history), note in limitations: "Analysis assumes current stage reflects full progression. Cannot verify actual stage paths or identify deals that regressed."
Multiple rows per deal: If deal ID column exists with multiple entries per deal, this may indicate stage history. Check if progression is monotonic (forward only) and flag any anomalies before calculating conversion rates.
Rep Performance Analysis
Required columns: Rep/owner column, Amount/value column (ideally also outcome/status)
Output format:
## Rep Performance Rankings
### By Close Rate
| Rank | Rep | Deals Won | Total Deals | Close Rate | Revenue |
|------|-----|-----------|-------------|------------|---------|
| 1 | [Name] | [N] | [N] | [X]% | $[X] |
...
### Top vs Bottom Comparison
| Metric | Top Performers (Top 25%) | Bottom Performers (Bottom 25%) |
|--------|--------------------------|--------------------------------|
| Avg Close Rate | [X]% | [X]% |
| Avg Deal Size | $[X] | $[X] |
| Avg Deals/Period | [X] | [X] |
### Strengths by Rep
- **[Rep 1]:** [What they excel at based on data]
- **[Rep 2]:** [Strength]Deal Velocity Analysis
Required columns: Two date columns (created/opened and closed/won)
Output format:
## Deal Velocity Analysis
### Average Days to Close
| Period | Avg Days | Deals Closed | Trend |
|--------|----------|--------------|-------|
| [Q1] | [X] days | [N] | — |
| [Q2] | [X] days | [N] | [↑/↓] |
...
### Velocity by Segment (if available)
| Segment | Avg Days | Fastest | Slowest |
|---------|----------|---------|---------|
| [Segment] | [X] | [X] days | [X] days |
### Insights
- **Trend:** Velocity is [improving/worsening] by [X] days per quarter
- **Outliers:** [X] deals took > [Y] days (investigate)
- **Sweet spot:** Deals that close fastest tend to [observation]Campaign Attribution Analysis
Required columns: Campaign/source column, Amount/revenue column
Output format:
## Campaign Attribution
### Revenue by Campaign
| Rank | Campaign | Closed Revenue | Deals | Avg Deal Size | ROI |
|------|----------|----------------|-------|---------------|-----|
| 1 | [Campaign] | $[X] | [N] | $[X] | [if available] |
...
### Source Performance
| Source | Pipeline Generated | Closed Revenue | Conversion |
|--------|-------------------|----------------|------------|
| [Source] | $[X] | $[X] | [X]% |
### Recommendations
- **Double down on:** [Top performing campaign/source]
- **Investigate:** [Underperforming campaign with high volume]
- **Cut:** [Low ROI campaigns]Analysis Guidelines
See Data Analytics Guidelines for complete analysis principles. Key points for sales data:
- Revenue specificity: Always show dollar amounts, not just counts
- Pipeline stages: Confirm stage definitions before calculating conversion rates
- Rep attribution: Clarify whether deals count for the owner at close or at creation