
Funnel KPI Scorecard & Alerting Rules
📄 Prompt Template
Build a weekly sales–marketing alignment scorecard for [CompanyName] tracking the funnel from Inquiry→MQL→SQL→Opportunity→Closed Won for [PrimaryProduct]. Include targets, trends, and alert thresholds for [TargetRegion] tied to owners in [SalesLeaderRole] and [MarketingLeaderRole].
Output format: (1) KPI table with columns: Metric, Definition, Source ([CRMPlatform]/[MAPPlatform]), Target, Actual ([Timeframe]), Variance %, Owner, Alert Rule; (2) Diagnostic tree for underperformance (e.g., low MQL→SQL); (3) 4-week action log template with fields: Issue, Root Cause, Countermeasure, Due Date, Impact ([TargetMQLtoSQLRate]).
Placeholders: [AverageDealSize], [SalesCycleDays], [PipelineCoverageTarget], [Timeframe], [TargetRegion].