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Executive Summary — how you did vs plan
Enterprise Deals — where the win came from
Top & Bottom AEs — who's behind
Q2 Coverage — next quarter's risk
Executive Summary — forecast vs reality
Hover each orange chip to see what
that part of the prompt does.
The prompt tells Coreworks who this review is for, what to lead with, and how to frame the quarter. Here's what each part is doing.
Build a covering what we closed, the segment mix, and Q2 pipeline. It's for the , keep it high-level, focused on whether the quarter can repeat. , since . (AE-015 at 94%) and . Keep the tone direct.
Each thing it spots
shapes one slide.
Coreworks looks over your combined data first. Here's what it flags, and what each flag turns into.
Enterprise converted $22.1M off a $6M quota while every other segment landed near plan, so Coreworks concludes the $36.6M quarter leaned on one segment and may not repeat.
Creates a segment chart with a "concentrated overperformance" callout.
Aisha leads at 3.8% while four reps, including Tomas Wagner and Sasha Petrov, sit near 1.2%, so Coreworks flags the gap as a coaching problem, not a market one.
Creates an underperforming-AE table, ranked by attainment, so the reps to coach are named without it reading as an attack.
Discover, Negotiate, and Procurement hold $41.7M, $27M, and $29.5M of stalled ARR, so Coreworks flags clearing that late-stage friction as what protects Q2 execution.
Creates a stalled-ARR-by-stage chart with a clear "clear Discover first" message heading into Q2.
Commit accuracy ran at 11.7% while actuals reached $36M, so Coreworks concludes the forecast badly understated reality, a discipline gap hiding behind a strong quarter.
Creates a forecast-credibility note: reset commit accuracy before leaning on the 2.40 Q2 coverage number.
The order
is the argument.
The prompt told Coreworks to start with the win, then turn to risk. Here's why that order works.
Lead with the headline numbers, $14.4M quota, $36.6M closed, 2.5x attainment, so the room knows the quarter landed ahead before any detail.
A big number means less until you show it leaned on Enterprise — $22.1M off a $6M quota. That sets up the “can it repeat?” question.
Top AEs first (Aisha at 3.8%), then the reps behind plan, so coaching targets are named without it feeling like an attack.
Forecast accuracy at 11.7% and $41.7M stalled in Discover point the deck forward: tighten the signal and clear late-stage friction before Q2.
Every Q2 move has an owner and a deadline — close the $13M Enterprise gap, coach the named reps — so the deck closes on decisions, not a recap.
Real teams, real numbers,
same template.
"We used to rebuild this review from scratch every quarter. Now the scorecard, the segment mix, and the pipeline gap are just there, and every number ties back to the CRM."
"It caught something we kept missing: one segment carried the whole quarter. Seeing that early changed how we planned Q2."
"Our pipeline coverage used to sit in a spreadsheet no one opened. Now it leads every review."
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