slice icon Context Slice

Rep Activity Summary

Required context:

  • Call summaries, CRM exports, or activity notes from reps
  • Time period (today, this week)

Structure:

📊 **Sales Activity Update — [Date/Period]**

**Highlights:**
• [Biggest win or positive momentum]
• [Notable meeting or breakthrough]
• [Pipeline movement worth celebrating]

**Key Activities:**
• **[Rep Name]:** [1-sentence summary of main activity + outcome]
• **[Rep Name]:** [1-sentence summary of main activity + outcome]
• **[Rep Name]:** [1-sentence summary of main activity + outcome]

**Watch Items:**
• [Any deals at risk or needing attention]

**Tomorrow's Focus:**
• [Key priorities for next day]

Rules:

  • Keep upbeat and momentum-focused
  • 3-5 bullets max per section
  • Lead with wins, address concerns at the end
  • Name specific reps to give credit
  • Make it skimmable in 30 seconds

Executive Pipeline Update

Required context:

  • Pipeline data: total value, stage breakdown, changes from last period
  • Top deals (wins and at-risk)
  • Forecast confidence level

Structure:

## Pipeline Status — [Period]

### Summary
| Metric | Value | Δ vs Last [Week/Month] |
|--------|-------|------------------------|
| Total Pipeline | $X.XM | +/-X% |
| Weighted Pipeline | $X.XM | +/-X% |
| Forecast Confidence | High/Medium/Low | [Context] |

### Top Wins
• **[Deal Name]** — $XXK closed. [1-sentence on why we won]
• **[Deal Name]** — $XXK closed. [Key factor]

### At Risk
• **[Deal Name]** — $XXK, [stage]. Risk: [specific concern]. Mitigation: [action being taken]
• **[Deal Name]** — $XXK, [stage]. Risk: [concern]. Next step: [action]

### Forecast
**Commit:** $X.XM ([X] deals)
**Best Case:** $X.XM ([X] deals)
**Pipeline:** $XXK [ahead of / behind] target

### Key Actions This Week
1. [Specific action on specific deal]
2. [Action item with owner]
3. [Strategic initiative]

Rules:

  • Lead with the number execs care about most (total pipeline or forecast)
  • Always include delta/trend vs previous period
  • Be specific about risks AND mitigations—never just "at risk"
  • Keep wins brief; spend more words on risks and actions
  • Forecast confidence must be justified, not just stated
  • Make it actionable: what decisions does this inform?
  • Be explicit about pipeline direction: "Pipeline ahead by $320K" or "Pipeline gap: $320K to close"

Confidence Definitions:

  • High: Verbal commitment + budget confirmed + decision-maker engaged + timeline agreed
  • Medium: Strong interest + budget discussions underway + evaluating timeline
  • Low: Early-stage + budget unconfirmed + decision-maker not yet involved