Answer leadership’s marketing questions instantly

Use Genie to quickly analyze your marketing performance, and so you can respond to leadership questions in minutes.

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.

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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.

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Frequently asked questions

How do marketing leaders check if they’re pacing ahead or behind on leads?

Marketing leaders compare current-period lead volume against a previous period, such as last month, to determine pacing. By analyzing both absolute numbers and percentage change, they can quickly see whether performance is improving or declining and take action before the month ends.

How can teams tell which channels are driving increases in pipeline?

By breaking down marketing-generated pipeline by original source, teams can identify which channels contribute most to growth or decline. Viewing channel contribution alongside period-over-period change helps isolate the real drivers behind performance shifts.

Why is comparing performance to the previous month important?

Comparing to the previous month provides context for whether current results represent progress or decline. Without a comparison period, raw numbers lack meaning and make it harder to prioritize corrective action.

How can marketing teams reduce time spent on executive reporting?

Teams reduce reporting time by consolidating lead volume, pipeline performance, time comparisons, and source breakdowns into a single analysis. When insights are automatically summarized, leaders can share updates immediately instead of manually compiling numbers and writing explanations.

What causes marketing-generated pipeline to increase while leads stay flat?

Pipeline can increase even if leads remain stable when lead quality improves or when higher-value sources contribute more deals. Breaking pipeline down by source and comparing time periods helps identify whether the change is due to conversion improvements, deal size, or channel mix shifts.