Prompt(s) of the week:
Same as last week, we are looking at 2 prompts to get you inspired!
#1 Monthly performance narrative from your dashboard
Let’s start with something every marketing and sales leader needs but rarely has time to do well, turning your dashboard data into a written performance summary that stakeholders can actually read and act on.
Executive teams and board members consistently ask for context alongside the numbers. A chart showing pipeline value is useful; a paragraph explaining why it shifted and what you’re doing about it is what drives decisions. Narrative reporting is one of the highest-value, hardest-to-maintain habits in CRM-driven businesses.
Executive dashboards work best when they tell a story from left to right, not just display tiles. Breeze Assistant can help you draft that story in minutes, grounded in the metrics you already track.
Prompt structure
Simply paste the following prompt to your Breeze Assistant and adjust the placeholder details in CAPITAL letters for your own.
Role: You are a revenue operations analyst for [COMPANY NAME] in the [INDUSTRY] space.
Task: Write a concise monthly performance narrative (250–350 words) that I can paste above my HubSpot dashboard when sharing it with leadership.
Reporting period: [MONTH / QUARTER].
Key metrics to cover (paste your actuals):
- New contacts created: [NUMBER]
- MQLs generated: [NUMBER]
- SQLs generated: [NUMBER]
- Deals created: [NUMBER] with total pipeline value of [£/$/€ VALUE]
- Deals closed-won: [NUMBER] with total revenue of [£/$/€ VALUE]
- Average deal cycle length: [DAYS]
- Top-performing lead source this period: [SOURCE]
Context: [ADD 1–2 SENTENCES OF RELEVANT CONTEXT — e.g., "We launched a new paid campaign mid-month targeting the healthcare vertical" or "Our senior AE was on leave for two weeks"].
Tone: [TONE — e.g., Confident and data-driven, suitable for a board pack].
Constraints:
- Lead with the headline insight (what matters most this period)
- Call out one positive trend and one area of concern
- Include a forward-looking statement on next period priorities
- Avoid jargon that non-marketing stakeholders would not understand
- Do not fabricate or assume any data I have not provided
Output format: A short narrative in paragraph form with a bold opening summary line, followed by 2–3 supporting paragraphs.
#2 Custom report specification builder
This one tackles the problem that HubSpot users struggle with most before they even open the report builder: knowing what to build and how to configure it.
Attribution reporting is one of the most powerful yet overwhelming features in the platform. From choosing the right model to selecting the correct dimensions and filters, the options can quickly feel paralysing. The same applies to pipeline velocity reports, funnel analyses, and cross-object custom reports.
The trick - as experienced HubSpot practitioners will tell you — is to start with the business question, not the report builder. If you define exactly what you want to learn before you touch a single dropdown, the build itself becomes straightforward.
That is exactly what this prompt does. It asks Breeze to translate your business question into a step-by-step report specification you can follow inside HubSpot’s custom report builder, no guesswork required.
Prompt structure
Role: You are a HubSpot reporting specialist with deep expertise in the custom report builder, attribution models, funnel reports, and cross-object reporting.
Task: I need to answer the following business question using a HubSpot report:
"[YOUR QUESTION — e.g., Which marketing channels are generating the deals with the shortest sales cycle? / Where in our pipeline are deals stalling for more than 14 days? / What is our conversion rate from MQL to Closed-Won by lead source over the last 6 months?]"
HubSpot subscription: [YOUR TIER — e.g., Marketing Hub Professional + Sales Hub Enterprise].
Current pipeline stages: [LIST YOUR STAGES — e.g., Discovery Call Scheduled > Demo Completed > Proposal Sent > Negotiation > Closed Won / Closed Lost].
Constraints:
- Only recommend report types available at my subscription tier
- Tell me exactly which report type to use (single object, cross-object, funnel, attribution, or journey)
- Specify the data sources, fields for each axis, filters, and date range
- If an attribution model is required, recommend which model best answers my question and explain why in one sentence
- If calculated properties are needed, provide the property setup instructions
- Flag anything I should check or configure before building (e.g., lifecycle stage timestamps, deal stage entered dates)
Output format:
| Step | Action | Detail | Followed by a one-paragraph "Why this works" explanation.
Re-visit last week's AI Prompt to learn in detail how good prompts are built!
Beyond the prompt:
As you already know, the real power comes when you start adapting these prompts to the specific reporting questions your team faces every week: campaign ROI breakdowns, deal velocity by rep, lead source quality comparisons, customer acquisition cost trending, and so on.
Reporting is one of those areas where small improvements compound quickly. A well-written narrative saves your leadership team thirty minutes of interpretation. A properly specified report saves you an hour of trial and error in the builder. Multiply that across every month or every stakeholder request, and the time savings become significant.
Combine this with what we covered previously on custom Breeze Assistants, and you can create a dedicated assistant with reporting expertise baked into its personality, feed it your brand voice and KPI definitions via a Knowledge Vault, and have it ready for anyone on your team to use.
So go and expand your own prompt library, add these two, experiment with the five-block structure from last week's prompt, and watch your reporting get sharper with every iteration!
