> ## Documentation Index
> Fetch the complete documentation index at: https://docs.salesfinity.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# For Everyone

> Reporting, analytics, and advanced use cases for the entire sales team

Prompts and workflows useful to anyone on the team — reps, managers, and ops alike.

## Reporting & Communication

### Custom Report Builder

Generate any report in seconds, formatted for sharing.

<Note>
  **Prompt:** "Generate a report on \[specific metric] for \[specific time period] for \[specific reps or team]. Format it as a clean summary I can share in Slack."
</Note>

**What Claude does:** Pulls the relevant data from analytics, call logs, or SDR performance, formats it with clear headers and metrics, and presents it ready to copy-paste.

**Tools used:** `get_analytics_overview`, `get_sdr_performance`, `get_call_logs`

***

### QBR Data Pack

Pull everything you need for a quarterly business review in one prompt.

<Note>
  **Prompt:** "Pull all key outbound metrics for the quarter: total dials, conversations, meetings, conversion rates, rep rankings, list performance, and trend analysis. Organize it for a quarterly business review."
</Note>

**Tools used:** `get_analytics_overview`, `get_sdr_performance`, `get_list_performance`

***

### Client-Facing Outbound Report

For teams that manage outbound for clients, generate a clean performance report.

<Note>
  **Prompt:** "Generate a white-labeled performance report showing ROI on parallel dialing: total dials, conversations, meetings booked, conversion rates at each stage, and comparison to industry benchmarks."
</Note>

**Tools used:** `get_analytics_overview`, `get_list_performance`, `get_sdr_performance`

***

### A/B Test Analysis

Measure which scripts, approaches, or strategies actually win.

<Note>
  **Prompt:** "We ran two different opener scripts this month across different reps. Pull the scored calls for each group and compare meeting conversion rates. Which script won and by how much?"
</Note>

**Tools used:** `get_scored_calls`, `get_sdr_performance`, `get_call_logs`

***

### Disposition Trend Alerting

Catch data quality or timing issues before they tank your numbers.

<Note>
  **Prompt:** "Monitor disposition trends over the last 4 weeks. If voicemail rates are climbing or conversation rates are dropping, flag it early so we can investigate data quality or timing issues."
</Note>

**Tools used:** `get_call_logs`, `get_dispositions`, `get_analytics_overview`

***

## Advanced & Power User

### AI Call Scoring Calibration

Validate whether your AI call scores actually predict real outcomes.

<Note>
  **Prompt:** "Pull 20 scored calls across the spectrum (high, medium, low scores). Review the scoring criteria against actual outcomes (did the call lead to a meeting?). Are our AI scores predictive of real results?"
</Note>

**Tools used:** `get_scored_calls`, `get_call_logs`

***

### Multi-Variable Analysis

Identify which combination of factors most predicts a booked meeting.

<Note>
  **Prompt:** "Analyze which combination of factors most predicts a booked meeting: time of day, day of week, list source, rep, persona title, conversation duration, number of discovery questions asked. Rank the variables by impact."
</Note>

**Tools used:** `get_call_logs`, `get_scored_calls`, `get_list_performance`, `get_sdr_performance`

***

### Competitive Intel from Conversations

Mine your call data for competitive intelligence.

<Note>
  **Prompt:** "Across scored calls this month, are prospects mentioning competitors? Which competitors come up most? What are the common switching triggers or objections related to competitors?"
</Note>

**Tools used:** `get_scored_calls`

***

### ICP Refinement from Data

Let your actual conversion data tell you who to target.

<Note>
  **Prompt:** "Based on which titles, industries, and company sizes are actually converting into meetings, does our current ICP match reality? Where should we adjust our targeting?"
</Note>

**Tools used:** `get_call_logs`, `get_list_performance`, `get_scored_calls`, `get_contact_lists`

***

### Coaching ROI Measurement

Prove that your coaching investment is paying off.

<Note>
  **Prompt:** "I coached \[Rep Name] on their discovery questions 3 weeks ago. Pull their before-and-after data. Did their conversation-to-meeting rate improve? By how much?"
</Note>

**Tools used:** `get_sdr_performance`, `get_scored_calls`, `get_call_logs`