What this template asks Data to do
The prompt starts from Sales-qualified pipeline, compares previous quarter and current target, and segments the result by region, segment, source, sales stage, owner. It also asks Data to state the metric definition and source before interpreting the result.
Review the result before acting
- Confirm that the date range, timezone, and filters match the business question.
- Check whether segment contributions reconcile to the reported total.
- Read the cited source or dashboard behind material findings.
- Treat causal language as a hypothesis unless the analysis provides suitable evidence.
OpenAI's official guidance recommends checking the source, time period, filters, and metric definition before relying on an analysis. Read the official workflow ↗
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