Summarize Sales Report
Transform lengthy sales reports into strategic, actionable summaries with our optimized LLM prompt. Extract key metrics, uncover hidden trends, and generate data-backed recommendations in under 400 words. Perfect for sales managers and executives who need clear insights fast.
Analyze and summarize the following sales report in a clear, strategic format. Your summary should:
1. Begin with a concise executive summary (max 100 words) highlighting:
- Key revenue outcomes
- Most significant trend
- One critical insight that requires immediate attention
2. Extract and present critical metrics in a comparative format:
- Revenue: Current vs Previous (absolute and % change)
- Profit margin trends
- Sales volume by channel
- Top 3 and bottom 3 performing products/regions
- Customer acquisition cost and lifetime value
- Conversion rate changes
3. Identify actionable insights by answering:
- What unexpected patterns emerged?
- Which customer segments showed notable shifts?
- Where are the highest-potential growth opportunities?
- What specific factors contributed to wins or losses?
4. Provide 3 data-backed recommendations that:
- Address immediate concerns
- Leverage identified opportunities
- Include estimated impact and implementation difficulty (High/Medium/Low)
Use concise language throughout. Include only one small table for the most crucial comparative data. Format using descriptive headings and minimal bullet points.
Total length: 350-400 words maximum.
Sales Report to Summarize:
{sales_report_text}