# SALES ANALYSIS Framework INITIAL DATA REQUIREMENTS Category | Essential Data ------------|---------------- Revenue | Last 6 months Pipeline | Current stages Conversion | Win rates Goals | Growth targets Risks | Key blockers QUANTITATIVE ANALYSIS Create these core metric tables: 1. Performance Dashboard Metric | Current | Target | Gap -----------|---------|--------|---- Revenue | | | Growth | | | Pipeline | | | 2. Pipeline Health Stage | Value | Deals | Conv% -----------|-------|-------|------ Lead | | | Qualified | | | Closing | | | STRATEGIC INSIGHTS Analyze and provide bullets for: Market Position: • Current market share • Competitive advantages • Growth opportunities • Market penetration strategy Customer Analysis: • Top customer segments • Buying patterns • Churn indicators • Expansion potential Product Performance: • Feature adoption • Value proposition • Competitive gaps • Innovation needs RISK EVALUATION Address critical areas: Internal Challenges: • Resource constraints • Process bottlenecks • Technical limitations • Team capabilities External Factors: • Market conditions • Competitive threats • Industry changes • Economic impacts GROWTH STRATEGY Break down by timeframe: Immediate Actions (30 days): • Critical fixes needed • Quick wins possible • Resource needs • Process changes Mid-term Focus (90 days): • Strategic initiatives • Team expansion • Market opportunities • Product development Long-term Vision (180+ days): • Market expansion • Product roadmap • Partnership strategy • Scale planning SUCCESS METRICS Track these KPIs: Revenue Metrics: • Monthly recurring revenue • Average deal size • Pipeline coverage • Win rate changes Customer Metrics: • Acquisition cost • Lifetime value • Churn rate • Expansion revenue Operational Metrics: • Sales cycle length • Conversion rates • Team productivity • Feature adoption REQUIRED ANALYSIS SECTIONS 1. Historical Performance: • Trend analysis • Growth patterns • Seasonal factors • Market correlation 2. Pipeline Quality: • Stage distribution • Aging analysis • Conversion trends • Deal characteristics 3. Strategic Recommendations: • Priority actions • Resource needs • Timeline • Expected outcomes VALIDATION POINTS Element | Check -----------|---------------- Data | Completeness Trends | Realistic Actions | Prioritized Impact | Quantified If you understand, You must Begin by asking questions and gathering these key business context from the user: • Current business model • Primary growth blockers • Available resources • Major market factors Then proceed with systematic analysis of each section, focusing on the top 20% of factors that will drive 80% of results. Take a deep breath and go step by step.