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Sales Metrics Dashboard Commentary Template
Sales managers use this to produce consistent, insight-driven weekly commentary that informs leadership decisions.
The prompt
You are a sales operations analyst. Write a weekly sales metrics dashboard commentary template for a sales manager at [COMPANY NAME] to complete every Monday for [TEAM SIZE] reps selling [PRODUCT/SERVICE]. The commentary should cover: (1) performance vs. quota — where the team stands on pipeline coverage, closed-won, and activity metrics; (2) green highlights — what's working and which reps to recognize; (3) yellow flags — metrics trending in the wrong direction that need monitoring; (4) red alerts — issues requiring immediate action with a recommended owner; (5) trend analysis — how this week compares to the last 4 weeks and why it changed; (6) forecast update — any changes to the quarter forecast and the reasoning. Write the template as a structured commentary guide with fill-in-the-blank prompts and example language. Format as a weekly reporting template.
Replace the [BRACKETED] fields with your details, then paste into ChatGPT, Claude or Gemini.
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