ChatGPT Prompts for RevOps Analyst

This playbook is built for RevOps leaders who want total command of their revenue engine. Inside are 20 ready-to-use ChatGPT prompts covering funnel health, forecasting, SLA compliance, attribution, territory planning, churn risk, data quality, revenue leakage, cycle-time diagnostics, PLG modelling, renewals, ARR waterfalls, integration audits, SLA monitoring, productivity benchmarks, win/loss analysis, quote-to-cash velocity, and KPI dashboards.

Each prompt is structured to turn your CRM data, finance metrics, and operational insights into board-ready reporting and actionable fixes.

Full-Funnel Health Check

Prompt

You are a RevOps data auditor.
Goal → Produce a single-page funnel snapshot (Lead → MQL → SQL → Pipeline → Closed) for the past  weeks.
Inputs:
• CRM export link or CSV (object, stage, amount, date)
• Target conversion % per stage (table or paste “none”)
• Target velocity in days per stage (table)
Deliverables:

1. Funnel bar chart data (counts + %).
2. Conversion-gap commentary (≤120 words).
3. Velocity “traffic-light” table (green ≤target, yellow ≤1.5×, red > 1.5×).
   Return Markdown only.

How can it help you?

Surfaces bottlenecks before Sales screams, so you can fix leaks—not just report them.

How to get the most out of this prompt?

1. Add historical trendline for each stage.
2. Break the funnel down by segment (region, vertical).
3. Bring in average deal size at each stage.
4. Flag stages with data quality <95 %.
5. Generate an alert email draft when any metric turns red.
6. Ask for SQL that auto-refreshes in the data warehouse.
7. Pull comparable industry benchmarks.
8. Produce a chart-ready JSON block.
9. Add a “quick win” recommendation section.
10. Schedule the prompt to run every Monday.

Forecast Accuracy Tracker

Prompt

Role: Forecast-accuracy watchdog.
Create a 12-week look-back comparing submitted sales forecasts vs. actuals by segment.
Inputs:
• Weekly forecast snapshot CSV (week, segment, committed, best-case)
• Actual bookings CSV (week, segment, bookings)
Tasks:

1. Calculate absolute & % error per segment.
2. Show MAPE (Mean Absolute Percentage Error) overall.
3. Highlight segments with >10 % under-forecast or >20 % over-forecast trend.
   Output Table + 80-word exec summary.

How can it help you?

Gives leadership confidence (or an early wake-up call) about forecast reliability.

How to get the most out of this prompt?

1. Break errors down by rep.
2. Visualise in a waterfall chart.
3. Model accuracy improvement if deal slippage drops 15 %.
4. Create a Slack bot that posts the error each Friday.
5. Tie accuracy to commission penalties/bonuses.
6. Alert if forecast accuracy trend worsens three weeks in a row.
7. Produce a training plan for chronically inaccurate teams.
8. Map accuracy to pipeline coverage ratios.
9. Create a board-deck slide.
10. Build a “confidence interval” calculator for future forecasts.

Lead-Routing SLA Audit

Prompt

You are a process-compliance analyst.
Audit lead-routing SLAs and show where hand-offs exceed the agreed <SLA_hrs> hour window.
Inputs:
• Lead create-time, owner-assign-time, first-touch-time CSV
• SLA hours threshold:
Deliver:

1. % of leads meeting SLA.
2. List of reps with >10 late leads.
3. Revenue impact estimate (lost SQLs × avg deal size).
   Return Markdown bullets + table.

How can it help you?

Turns vague “speed-to-lead” chatter into precise accountability.

How to get the most out of this prompt?

1. Split by channel (web, partner, SDR import).
2. Add a trend of SLA adherence over time.
3. Build Salesforce report IDs automatically.
4. Draft an email to offenders with their numbers.
5. Suggest re-routing rules when reps are on PTO.
6. Calculate cost per hour of delay.
7. Attach a Sankey diagram of routing paths.
8. Offer a “what if” model with a stricter SLA.
9. Include a data-quality check for duplicate leads.
10. Translate numbers into a dashboard spec.

Pipeline Hygiene Snapshot

Prompt

Role: Pipeline janitor.
Show all open opportunities with:
• no next-step date
• close date in the past
• last activity >  days ago
Input: CRM query or CSV.
Deliverables:

1. Table of offending opps (owner, stage, amount, issue).
2. Total pipeline $ at risk.
3. Recommended scrub actions.
   Markdown only.

How can it help you?

Keeps pipeline real, so forecast math isn’t fantasy.

How to get the most out of this prompt?

1. Auto-close opps meeting specific criteria.
2. Produce a Slack DM template to owners.
3. Compare hygiene across teams.
4. Calculate potential win-rate lift if cleaned.
5. Create a recurring monthly report.
6. Tag stale opps in Salesforce with a flag.
7. Add a visual “staleness” heatmap.
8. Draft a hygiene playbook for managers.
9. Integrate account-engagement data (emails, calls).
10. Suggest fields to make mandatory to avoid future staleness.

Attribution Model Sandbox

Prompt

You are an attribution scientist.
Compare First-Touch, Last-Touch and W-Shaped models on last quarter’s closed-won deals.
Inputs:
• Touchpoint CSV (date, channel, campaign_id, opp_id, revenue)
Tasks:

1. Allocate revenue per channel under each model.
2. Highlight channels undervalued by Last-Touch.
3. Recommend optimal model for board reporting.
   Return table + 150-word rationale.

How can it help you?

Ends endless “paid vs. organic” budget debates with data.

How to get the most out of this prompt?

1. Include Data-Driven model (if enough volume).
2. Visualise shifts as a Sankey diagram.
3. Add CAC per channel under each model.
4. Show confidence intervals.
5. Flag missing UTMs.
6. Generate SQL for BI import.
7. Create a CFO summary (<50 words).
8. Draft next steps for high-performing channels.
9. Compare model impact on ROI targets.
10. Schedule quarterly re-run.

Compensation Plan Stress-Test

Prompt

Act as a comp-plan modeller.
Stress-test the proposed 2026 sales compensation plan at three attainment scenarios (70 %, 100 %, 130 %).
Inputs:
• Rep OTE, accelerator table, quota CSV
• Head-count plan
Deliver:

1. Total payout per scenario.
2. Cost-of-sales % of ARR per scenario.
3. Top 10 reps who benefit disproportionately.
   Return table + short insight bullets.

How can it help you?

Prevents month-12 sticker shock when accelerators explode.

How to get the most out of this prompt?

1. Layer in ramping reps.
2. Include SPIF budget.
3. Compare to last year’s cost-of-sales.
4. Model churn impact on payouts.
5. Add a margin threshold warning.
6. Draft slide for CFO review.
7. Build an interactive slider (user-visible python).
8. Show impact of quota relief.
9. Flag reps above 2× quota consistently.
10. Generate recommended plan tweaks.

Territory Re-Alignment Simulator

Prompt

You are a geo-allocation optimizer.
Simulate reallocating territories using  (e.g., account density, TAM, past bookings).
Inputs:
• Account list with region, ARR, industry
• Current rep mapping
• Target rep count
Outputs:

1. New territory table (rep, account count, TAM).
2. Imbalance score (std-dev of TAM per rep).
3. Suggested ramp timeline.
   Markdown only.

How can it help you?

Creates fair, data-driven territories—reducing rep churn and politics.

How to get the most out of this prompt?

1. Overlay historical win-rates.
2. Include travel cost per territory.
3. Generate heat map.
4. Run what-if with headcount changes.
5. Tie to quota-setting module.
6. Build Salesforce data-loader file.
7. Flag accounts that cross borders.
8. Suggest hybrid vertical/geo splits.
9. Produce an exec one-pager.
10. Schedule annual rebalance.

Churn-Risk Scoring Model

Prompt

Role: Retention data scientist.
Build a logistic-regression churn predictor for active customers.
Inputs:
• 12-month product usage, ticket volume, NPS, billing data CSV
Deliverables:

1. Top 7 churn predictors with coefficients.
2. Model ROC-AUC.
3. Segment list of high-risk accounts (probability > 0.7).
4. Recommended CSM actions.
   Return Markdown summary + code snippet.

How can it help you?

Turns reactive “save” plays into proactive retention strategy.

How to get the most out of this prompt?

1. Compare with gradient-boost model.
2. Visualise SHAP values.
3. Map risk to renewal calendar.
4. Create Tableau dashboard spec.
5. Draft CSM talk-track.
6. Add “opportunity to upsell” flags.
7. Build scheduled scoring job.
8. Integrate alerts via Slack.
9. Produce exec KPI target (churn %).
10. Simulate churn reduction scenarios.

Data-Quality Scorecard

Prompt

You are a CRM hygiene inspector.
Generate data-quality scores for Lead, Contact, Account, Opportunity objects.
Scoring criteria (0-100): completeness, validity, uniqueness, timeliness.
Input: CRM metadata API or sample CSVs.
Deliver:
• Score per object + colour code
• Top 5 dirty fields
• Recommended fixes and owners
Markdown only.

How can it help you?

Bad data → bad decisions; this puts numbers on the problem.

How to get the most out of this prompt?

1. Trend scores month-over-month.
2. Map dirty fields to business impact.
3. Create automatic validation rules.
4. Suggest external enrichment vendors.
5. Produce cleanup sprint plan.
6. Build duplicate-merging recipes.
7. Alert when score drops below 80.
8. Include GDPR compliance checks.
9. Draft data stewardship policy.
10. Add a “cost of bad data” calculator.

Revenue Leakage Heatmap

Prompt

You are a leakage hunter.
Map stages or processes where revenue leaks (discounts, churn, aged receivables, SLA misses).
Inputs:
• Invoice vs. Contract CSV
• Discount approvals log
• Churn reasons
Deliver:

1. Heatmap (Process × $ lost).
2. Top 3 leakage causes.
3. ROI if each is fixed 50 %.
   Return table + commentary.

How can it help you?

Quantifies the silent killers stealing ARR.

How to get the most out of this prompt?

1. Break leak by region.
2. Add visual timeline of leak emergence.
3. Suggest immediate quick-wins.
4. Map leak fixes to owners.
5. Draft CFO summary.
6. Show leak as % of quota.
7. Set alert if leak > threshold.
8. Model payback of fixing vs. doing nothing.
9. Integrate with collections data.
10. Include forecast impact post-fix.

Sales Cycle Diagnostics

Prompt

Role: Cycle-time analyst. Break down average sales cycle into sub-stages (discovery, demo, proposal, legal, closed) for last 12 months. Input: Opportunity history CSV. Deliver:

1. Avg days per sub-stage (overall + by win/loss).
2. Bottleneck identification (stage ≥1.5× median).
3. Suggested acceleration tactics. Markdown table + bullets.

How can it help you?

Reduces time-to-cash and reveals where enablement or tooling can help.

How to get the most out of this prompt?

1. Show variance by deal size.
2. Compare new logo vs. expansion.
3. Include contract complexity flag.
4. Model impact of shaving 10% cycle time.
5. Build chart for board.
6. Suggest SLA between Sales & Legal.
7. Draft playbook for bottleneck stage.
8. Integrate e-signature turnaround stats.
9. Add per-rep comparison.
10. Produce monthly auto-update.

Product-Led Growth Conversion Model

Prompt

You are a PLG funnel analyst. Compute Trial → PQL → Paid conversion rates, and forecast MRR for next 90 days. Inputs:
• Daily sign-up CSV
• Usage metric thresholds
• Pricing tiers
Deliver:

1. Current conversion funnel.
2. Cohort-based forecast.
3. Sensitivity if PQL rate improves 5 %. Return chart data + short narrative.

How can it help you?

Connects product usage signals to revenue planning.

How to get the most out of this prompt?

1. Break down by channel source.
2. Include ARPU distribution.
3. Model churn for paid cohorts.
4. Suggest in-app nudges.
5. Tie to marketing budget.
6. Produce alert if trial numbers drop.
7. Map PQL definition tweaks.
8. Draft exec snapshot slide.
9. Add confidence intervals.
10. Build BI dashboard spec.

Renewal Forecasting Engine

Prompt

Role: Renewal forecaster. Predict next quarter’s renewals with probability buckets (High, Medium, Low). Inputs:
• Contract end dates, ACV, health score, CSM sentiment
Deliver:

1. Forecast summary by bucket.
2. Expected ARR renewal vs. target.
3. List of at-risk >$ accounts. Markdown only.

How can it help you?

Turns renewals from surprise to plan, aligning CS & finance.

How to get the most out of this prompt?

1. Add upsell probability.
2. Include seasonality factor.
3. Visualise gap to target.
4. Build alert for high-risk big accounts.
5. Compare accuracy to prior quarter.
6. Draft CS action plan outline.
7. Integrate sentiment from tickets.
8. Provide CFO summary (<60 words).
9. Map risk to regional leaders.
10. Schedule monthly re-score.

ARR Waterfall Builder

Prompt

You are a financial storyteller. Create an ARR waterfall for board slides: Opening ARR → New biz → Expansion → Contraction → Churn → Ending ARR. Inputs:
• ARR movement CSV last quarter
Deliver:
• Waterfall table (category, $)
• Draft chart annotations (call-outs)
• 50-word narrative. Markdown output.

How can it help you?

Instantly visualises growth drivers for the board.

How to get the most out of this prompt?

1. Add YoY comparison.
2. Break expansion into cross-sell vs. upsell.
3. Split churn into price vs. service.
4. Include margin impact.
5. Build chart using user_visible_python.
6. Provide talking points for CEO.
7. Generate CFO footnote text.
8. Forecast next quarter’s waterfall.
9. Add variance to target.
10. Suggest data sources to automate.

Tool-Stack Integration Audit

Prompt

Act as RevOps tech auditor. Audit CRM ↔ MAP ↔ CS platform sync latency & data alignment. Inputs:
• List of integration touch-points
• Expected sync SLAs
Deliver:

1. Actual vs. SLA latency table.
2. Fields out of sync >5% records.
3. Risk assessment + fix roadmap. Markdown only.

How can it help you?

Stops hidden data lags that break attribution and routing.

How to get the most out of this prompt?

1. Include API limit utilisation.
2. Suggest field mapping cleanup.
3. Recommend middleware options.
4. Provide cost estimate for fixes.
5. Draft Jira tickets.
6. Create monitoring alerts.
7. Offer rollback plan.
8. Map integration gaps to revenue impact.
9. Produce architecture diagram.
10. Schedule quarterly audit cadence.

SLA Contract Compliance Monitor

Prompt

Role: Customer contract watchdog. Monitor service SLA (uptime, response) vs. contractual commitments. Inputs:
• Uptime logs, ticket response times, contract SLA table
Deliver:
• Breach instances list
• Penalty $ exposure
• Preventive actions. Markdown + severity colour codes.

How can it help you?

Saves thousands in credits and preserves trust.

How to get the most out of this prompt?

1. Add real-time dashboard.
2. Include root-cause tags.
3. Forecast penalty risk next quarter.
4. Tie breaches to churn risk.
5. Generate CS outreach scripts.
6. Integrate with on-call alerts.
7. Produce legal report template.
8. Map to engineering action items.
9. Set threshold-based Slack pings.
10. Benchmark vs. industry uptime.

Revenue-Per-Employee Benchmark

Prompt

You are a productivity analyst. Calculate Revenue-per-Employee and compare to peer benchmarks. Input:
• Last 12-month revenue, employee count monthly
• Benchmark dataset link
Deliver:
• Current RPE
• Variance vs. median peer
• Scenario: impact if headcount grows 10 %. Markdown table + commentary.

How can it help you?

Quantifies scaling efficiency, aiding head-count decisions.

How to get the most out of this prompt?

1. Break by department.
2. Trendline over past 3 years.
3. Include gross margin per employee.
4. Visualise in bar chart.
5. Tie to cost-of-sales target.
6. Create CFO talking points.
7. Draft hiring freeze threshold.
8. Integrate into planning model.
9. Compare SaaS Rule-of-40.
10. Suggest benchmarks to track quarterly.

Lost-Deal Post-Mortem Synthesiser

Prompt

You are a win/loss analyst. Summarise top 5 reasons for lost deals last quarter from rep call notes. Input: Transcribed calls folder link or CSV. Tasks:

1. Text-cluster common themes.
2. Frequency % of each theme.
3. Suggested fixes (product, pricing, sales process). Return 400-word summary + quote snippets.

How can it help you?

Turns anecdotal “we lost on price” into verified data.

How to get the most out of this prompt?

1. Compare to prior quarter trends.
2. Tag by competitor.
3. Create training module for reps.
4. Feed product road-map.
5. Generate PDF for execs.
6. Add severity vs. deal size.
7. Visualise as Pareto chart.
8. Schedule quarterly run.
9. Produce battlecard updates.
10. Translate quotes for EMEA teams.

Quote-to-Cash Velocity Tracker

Prompt

Role: Q2C analyst. Measure median days from Quote generated → Cash collected for last six months. Inputs:
• CPQ timestamps, invoice paid dates
Deliver:
• Velocity trend chart data
• Slowest 10 deals (reasons)
• Recommendation list to cut cycle 15 %. Markdown output.

How can it help you?

Speeds cash flow and surfaces billing friction.

How to get the most out of this prompt?

1. Split by product line.
2. Include DSO (days-sales-outstanding).
3. Map delays to contract complexity.
4. Suggest e-signature adoption.
5. Build live dashboard.
6. Draft finance ops playbook.
7. Model cash impact of 5-day improvement.
8. Flag invoice disputes.
9. Integrate with collections tool.
10. Schedule weekly auto-report.

RevOps KPI Command-Center Spec

Prompt

You are a dashboard product manager. Define a single Looker (or Power BI) Command-Center for RevOps. Modules:
• Funnel KPIs
• Forecast vs. actual
• Renewal risk
• Marketing attribution
• Support SLA breaches
For each module list:
• Tiles (metric, viz type)
• Drill-downs
• Data sources
• Refresh cadence
• Permissions
Return YAML-style spec + rollout timeline.

How can it help you?

Unifies disparate metrics into one source of truth—no more swivel-chair reporting.

How to get the most out of this prompt?

1. Add mobile-optimised view.
2. Include alert thresholds.
3. Provide mock screenshots.
4. Embed commentary field.
5. Integrate with Slack bot.
6. Show data-quality indicators.
7. Set up version control.
8. Add user-training plan.
9. Draft change-log template.
10. Schedule quarterly dashboard audit.