Write the monthly sales report: what you won, what you lost and what closes next
At the start of the month Claude reads last month's orders, the quotes won and lost, and the open pipeline, and writes the report for the owner: the numbers against last month, why deals were lost, and what is likely to close next.
Safe versionSalesWhen you need it
Set it up4 steps
Open the Claude desktop app and sign in with the Claude account you use for work. On a personal Free, Pro or Max plan, chats can be used for training unless you switch off SettingsPrivacyHelp improve Claude.
No account yet? Ask your manager.
Where things are in Claude
- CustomizeConnectors In Claude's left sidebar: connect your email and files.
- /schedule Type it in a new Cowork task to run a prompt on a schedule.
- Scheduled In Claude's left sidebar: what runs, to pause or change it.
- On the first working day of the month, put a list of quotes with customer company, status, dates and loss reason only (no contacts, no amounts) into a Monthly folder inside your Sales folder.
- Connect Google Drive under CustomizeConnectors, and Gmail if you want Claude to read the emails behind lost quotes. Keep this workflow's files in one Drive folder called Sales.
- Open Cowork, paste the prompt and name the month. The first time, also put your last report in the Monthly folder, with amounts and names deleted, so Claude follows its layout.
- Fill the [TO FILL] values from your ERP and check every count before the report goes to anyone.
Set this up on your computer: the Claude desktop app runs it.
The prompt
- Taken out by a company rule: Write the sales report for the month I name, from the files in the Monthly folder in my Sales folder and last month's report in the Monthly folder in my Sales folder.Write the sales report for the month I name, from the files in the Monthly folder in my Sales folder and last month's report in the Monthly folder in my Sales folder. Use customer companies, counts, stages, dates and reasons only. If anything shows a person's name, an email address, a phone number, an amount or a price, ignore it and never repeat it. Do not read my email and do not open attachments.safe version
- Taken out by a company rule: 1. The numbers: orders won (count and value) against the month before and, where the data has it, the same month last year; quotes sent; and the share of quotes won. Then the ten biggest customers of the month, and any customer whose orders fell by half or more.1. The numbers: orders won (count) against the month before and, where the data has it, the same month last year; quotes sent; and the share of quotes won. Leave [TO FILL: value] beside each count. Then the ten customer companies with the most orders this month, and any whose number of orders fell by half or more.safe version
- Taken out by a company rule: 2. Lost quotes: group them by reason (price, lead time, quality or specification, a competitor, no decision, other). For each group give the count, the value and one or two examples. Where no reason was recorded, read our last emails on that quote and say what they suggest, marked as your reading.2. Lost quotes: group them by the recorded reason (price, lead time, quality or specification, a competitor, no decision, other). For each group give the count and one or two examples by quote reference. Count the quotes with no reason recorded.safe version
- Taken out by a company rule: 3. Next month: put every open deal or quote due to decide next month into "sure" (the customer confirmed), "likely" or "possible", with its value and the reason for its group. Give a total per group.3. Next month: put every open deal or quote due to decide next month into "sure" (the export says confirmed), "likely" or "possible", with the reason for its group. Give a count per group and leave [TO FILL: value] for the totals.safe version
- Taken out by a company rule: 4. The three deals the month depends on most, and what we would need instead if they slipped.4. The three deals the month depends on most, judged by quantity or by the size column if the export has one, and what we would need instead if they slipped.safe version
- Taken out by a company rule: 5. What customers kept saying this month about price, delivery, quality or competitors, in their words, with the customer and the date.taken out
- Taken out by a company rule: Write it as a Google Doc in the Monthly folder. Use only figures you find; write [TO FILL] where a number is missing, and mark your own reading of emails as such.Write it as a Google Doc in the Monthly folder. Use only what you find.safe version
- Company rule: never put prices or customers' personal data into this task. If an email or file contains them, skip that part and tell me.company rule
Kept out of AI
- PricesKept out
- Customer personal dataKept out
- Safe version. Works from the exports only, by customer company. Claude reads no email, so no person's name, contact detail or amount goes into AI, and the customers' own words are left out.
What you get
A two-page report: orders against last month and last year, lost quotes by reason with examples, next month in three groups (sure, likely, possible), and the deals that could change it.
Get this workflow for your team
Two minutes each: everyone gets a plan of ready workflows like this one, inside your company's rules.
Your manager sees progress and hours. Never what Claude reads or writes.
FirstPrompt's workflow library adapts parts of Anthropic's knowledge-work-plugins (Apache-2.0), rewritten by FirstPrompt. Source and licence