Prompt Almanac

Audit intermediate Works with: Any AI

Lead Source and Conversion Data Quality Audit

Table output

Check whether lead source reporting can be trusted.

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[VERIFY] is an editorial flag, not a blank to fill. Wherever the prompt shows [VERIFY], check that item against a reliable source before you use it.

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Audit lead source data in Salesforce. An export of leads or opportunities with lead source, created date, status, converted flag, and amount: [LEAD_DATA]. The lead source values defined and who sets them: [SOURCE_DEFINITIONS]. Marketing's own reporting totals: [MARKETING_TOTALS].

Count records by lead source and calculate the share with blank, 'Other', or inconsistent values, the conversion rate by source (converted divided by total) and the pipeline value by source, with the arithmetic. Identify duplicates, sources used for different things, and sources that change after creation. Compare with marketing's totals and show differences. Make a table with Issue, Evidence, Effect on decisions, and Fix. Propose a controlled list of sources, required fields at creation, a rule for who can change source, and a monthly check. Draft a note explaining to sales why accurate source entry matters.

Use only my data. Mark Salesforce feature names and validation rules [VERIFY].

Add a worked example: 1,000 leads, 180 with blank source (18 percent), 140 'Other', web 320 with 48 conversions (15 percent), events 210 with 21 conversions (10 percent), and a caution about drawing conclusions when so much is missing. Include a controlled list of ten sources with definitions.

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