Answer leadership’s marketing questions instantly

Summary

Marketing leaders are constantly asked how leads and marketing-generated pipeline are pacing. The data exists, but answering those questions often requires digging through multiple dashboards, identifying the right custom metrics, comparing time periods, and manually summarizing the findings. What should be a quick executive update can easily turn into 30 to 60 minutes of work just to explain whether performance is up or down and why.

This example shows how you can use Genie, our AI analyst, to answer “Are we on track?” and “What’s causing this shift?” in minutes. That way, you can respond faster to executive updates and make more confident decisions.

Prompt 

We are going to pull a weekly Marketing Pipeline performance report. The custom metrics you should look at, from my Marketing Pipeline Overview Dashboard, are:

• [Insert Metric Name]
• [Insert Metric Name]

• [Insert Metric Name]

• [Insert Metric Name]

I would like to know the following:

The numbers for this month (through yesterday) for the above metrics.

How am I pacing this month versus the previous period in the month prior

How the last 7 days (through yesterday) compare to the 7 days prior

Pull the data, do all calculations for me, and provide a simple comparison chart for each metric + a few-bullet summary.

Ali’s tips and best practices

“Start with the outcome you need, not the metric name.”

When you frame your question around business intent – such as pacing, comparison period, or performance by source – you focus the analysis on decisions, not just data retrieval. That clarity leads to faster, more useful answers.

“Compare periods automatically to filter attention.”

Looking at current performance without historical context creates noise. Comparing against the previous month immediately shows whether the change is meaningful and where to focus.

“Always follow volume with source.”

Total leads or pipeline only tell you what happened. Breaking performance down by original source explains why it happened and where to double down or course correct.