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

# Common report recipes

> Pipeline health, deal velocity, forecast, win/loss, activity per rep. With exact prompts.

Copy these prompts into AI Chat.

## Pipeline health

> "Show open pipeline by stage with total amount and deal count. Flag any deal with no activity in the last 14 days."

## Deal velocity

> "Average days in each stage for deals closed in the last 90 days."

## Forecast

> "Forecast for this quarter based on weighted pipeline and historical close rate per stage."

## Win/loss

> "Win rate by source over the last two quarters. Break down lost deals by reason."

## Activity per rep

> "Emails sent, meetings held, and deals advanced by rep this week."