AI PROMPT

Clean and structure the dataset into: Channel, Leads, Lead to Opp %, Opportunities, Opp to Closed %, Closed Won, Revenue — then generate 3 executive insights and a YoY performance summary.

RAW EXPORT

CLEANED OUTPUT

REVENUE BY CHANNEL

EXEC SUMMARY

	A	B	C	D	E	F	G
1	channel	leads	conv	opps	cls%	won	revenue
2	paid search	1200	16	192	32	61	488000
3	Paid Social	950	N/A	143	28	40	320000
4	EMAIL	700	18%	126	45%	57	????????
5	referral	#VALUE	38%	152	58%	88	1056000
6	Organic	800	14	112	22	25	200000
7	direct	600	#REF!	120	35%	42	336000
8	.	.	.	.	.	.	.
9	TOTAL?						#######

	A	B	C	D	E	F	G
1	channel	leads24	CONV%	opps	close%	WON	rev
2	paid srch	1350	17	230	#REF!	78	624000
3	Paid Social	1050	N/A	168	30	50	400000
4	EMAIL	820	19%	156	47%	73	????????
5	referral	#VALUE	40%	192	60%	115	1380000
6	Organic Search	900	15	135	23	31	248000
7	direct	720	21%	#N/A	36%	54	432000
8	INFLUENCER	300	22%	66	40	26	208000
9	Affiliates	250	.	63	42%	26	#DIV/0!
10	TOTAL?						#######

	A	B	C	D	E	F	G
1	channel	leads2025	CONV%	opps	close%	WON	rev
2	paid srch	1500	18	270	#REF!	97	776000
3	.	.	.	.	.	.	.
4	Paid Social	1200	N/A	204	31	63	504000
5	EMAIL	950	20%	190	50%	95	????????
6	referral	#VALUE	42%	231	63%	146	1752000
7	Organic Search	1000	15	150	25	38	304000
8	direct	850	22%	#N/A	38%	71	568000
9	INFLUENCER	500	24%	120	45	54	432000
10	Affiliates	400	.	112	48%	54	#DIV/0!
11	Partnerships	300	30	90	50	45	360000
12	DUPLICATE ROW	300	30	90	50	45	360000
13	TOTAL?						#######

AI CLEANED · 2025 DATASET · 9 CHANNELS

2023

2024

2025

AI STRUCTURED · 9 CHANNELS

	CHANNEL	LEADS	LEAD TO OPP %	OPPS	OPP TO CLOSED %	CLOSED WON	REVENUE
1	Paid Search	1,200	16%	192	32%	61	$488,000
2	Paid Social	950	15%	143	28%	40	$320,000
3	Email	700	18%	126	45%	57	$684,000
4	Referral	400	38%	152	58%	88	$1,056,000
5	Organic	800	14%	112	22%	25	$200,000
6	Direct	600	20%	120	35%	42	$336,000
S	TOTAL 2023	4,650	--	845	--	313	$3,084,000

	CHANNEL	LEADS	LEAD TO OPP %	OPPS	OPP TO CLOSED %	CLOSED WON	REVENUE
1	Paid Search	1,350	17%	230	34%	78	$624,000
2	Paid Social	1,050	16%	168	30%	50	$400,000
3	Email	820	19%	156	47%	73	$876,000
4	Referral	480	40%	192	60%	115	$1,380,000
5	Organic	900	15%	135	23%	31	$248,000
6	Direct	720	21%	151	36%	54	$432,000
7	Influencer	300	22%	66	40%	26	$208,000
8	Affiliates	250	25%	63	42%	26	$208,000
S	TOTAL 2024	5,870	--	1,161	--	453	$4,376,000

	CHANNEL	LEADS	LEAD TO OPP %	OPPS	OPP TO CLOSED %	CLOSED WON	REVENUE
1	Paid Search	1,500	18%	270	36%	97	$776,000
2	Paid Social	1,200	17%	204	31%	63	$504,000
3	Email	950	20%	190	50%	95	$1,140,000
4	Referral	550	42%	231	63%	146	$1,752,000
5	Organic	1,000	15%	150	25%	38	$304,000
6	Direct	850	22%	187	38%	71	$568,000
7	Influencer	500	24%	120	45%	54	$432,000
8	Affiliates	400	28%	112	48%	54	$432,000
9	Partnerships	300	30%	90	50%	45	$360,000
S	TOTAL 2025	7,250	--	1,554	--	663	$6,268,000

REVENUE BY CHANNEL · 2023 TO 2025 YoY GROWTH

REVENUE ($USD) PER CHANNEL · THREE YEAR COMPARISON

2023 2024 2025

EXECUTIVE SUMMARY · AI GENERATED · Q4 2025 3 INSIGHTS

PROGRAM PERFORMANCE ANALYSIS

Referral remains the highest-converting channel at 42% lead-to-opp and 63% close rate, generating $1.75M in 2025 on just 550 leads. Cost per acquisition is significantly below any paid channel.
Email is the most improved channel year over year, growing from $684K in 2023 to $1.14M in 2025, a 67% revenue increase driven by close rate improvement from 45% to 50% and a 36% lead volume increase.
Paid Search generates the highest lead volume at 1,500 but carries the second-lowest close rate at 36%, suggesting reallocation toward Referral and Email would increase program efficiency without increasing spend.

TOTAL REVENUE 2025

$6.27M

+21% vs 2024

CLOSED WON

663

+17% vs 2024

TOP CHANNEL

Referral

$1.75M · 63% close rate