Who you are

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What you need

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Time period

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Data source

🎯

Be Specific

Include exact metrics, timeframes, data sources, and desired outcomes.

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Provide Context

Explain your role, what decision you're making, and why it matters.

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Specify Data Sources

Reference which systems (Salesforce, GA4, 6sense) you need analyzed.

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Define Timeframes

Always include relevant time periods for comparison or trends.

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Request Format

Specify how you want results: summary, analysis, visualization, etc.

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Add Constraints

Include filters, thresholds, or conditions that narrow the scope.

✕ INEFFECTIVE

"Show me sales data"

Why this fails: No timeframe, no specific metrics, missing context, no data source, too broad to provide actionable insight.

✓ EFFECTIVE

"I'm the VP of Sales preparing for Q4 planning. Analyze our Salesforce pipeline data from Q3 2025 and compare it to Q3 2024. Focus on (1) win rates by deal size, (2) average sales cycle length by segment, and (3) top 3 factors correlated with closed-won deals. Include any external market signals from 6sense. Deliver as an executive summary with supporting data tables."

Why this works: Clear role and context, specific data source, precise timeframe, defined metrics, external intelligence, requested format.