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Report Nutshell win rate by source
Report

See Nutshell win rate by lead source for any period

For sales leaders who want win rates by source on demand, just by asking their AI assistant.

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Report Nutshell win rate by source
What was our win rate by lead source in Q3?
Q3 closed 48 leads, 19 won, a 40 percent win rate overall. - Referral: 9 of 14 won, 64 percent, 61,000 USD - Website: 6 of 18 won, 33 percent, 22,500 USD - Trade show: 3 of 11 won, 27 percent, 9,800 USD - Unknown source: 1 of 5 won - Left out: 2 sources with fewer than 3 closed leads Want the same for Q2 to compare?
Nutshell
Sample figures. Your results come from your own account.
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On this page

The problem

The problem

The prompt

Who it's for

How it works

Connector

Nutshell

Nutshell
Run it on your own Nutshell data.

Connect Nutshell, pick your AI tool and paste the prompt.

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The problem

Arguing about lead sources without current numbers

Win rate by lead source is put together in spreadsheets from CRM exports. It takes time and goes out of date quickly, so leadership argues about which sources work without current numbers.

Without PopdockAI

  • Export closed leads from Nutshell
  • Group by source and outcome in a spreadsheet
  • Work out win rates and values by hand
  • Redo it for the next period

With PopdockAI

  • Dates are checked and closed leads for the period read
  • Leads are grouped by source and won or lost
  • Win rate and value per source are reported
  • Sources under 3 closed leads are left out, and nothing changes

The prompt

Use this prompt

Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.

Prompt
**Objective:** Report how leads closed between {from-date} and {to-date} split by outcome and source.

**Step 1: Pull closed leads**

Call 
utshell-get-lead with closed-time.from set to {from-date} and closed-time.to set to {to-date}. Look at the status values that come back and treat the won value and the lost or cancelled values separately; state which values you used.

**Step 2: Resolve sources**

Call 
utshell-get-source to list the sources and channels. Match each lead to its source using the source field the lead returns. If the lead data carries no source, say so and group by company instead.

**Step 3: Report**

A table by source: leads won, leads lost, win rate, total won value and average won value. Then total won and lost. Finish with the best and worst source by win rate, ignoring sources with fewer than 3 closed leads.

**Rules & Guidelines:**

* Do not call any write tool: 
utshell-add-company, 
utshell-add-person, 
utshell-add-lead, 
utshell-add-activity, 
utshell-update-company, 
utshell-update-person, 
utshell-update-lead, 
utshell-delete-company, 
utshell-delete-person or 
utshell-delete-lead. This prompt only reads.
* Do not estimate missing values. Show them as unknown.

**Validation:**

* If either date is missing or from-date is after to-date, ask for correct dates and stop.
* If no leads closed in the range, say so.

Who it's for

One answer, three teams that use it

Sales leaders

Know which sources win deals

Win rates by source for any period show where the best deals come from.

What was our Nutshell win rate by lead source for the first half of the year?

Marketing leaders

Back budget decisions with win rates

See which sources turn into won revenue, not just leads, before planning spend.

Which lead sources had the highest won value in Nutshell last quarter?

Revenue operations

Report without a spreadsheet

Current win rates by source on request replace a monthly export and pivot.

Show win rate and value by source in Nutshell for October.

How it works

What PopdockAI does when you ask

You give a period, and your AI assistant reports Nutshell win rates by lead source. Missing values show as unknown, and it only reads.

01

Ask

You give the period to report on.

Your AI tool

02

Validate

It checks the dates and reads the leads closed in that period.

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03

Group

It groups them by source and by won or lost.

No items found.

04

Report

It shows win rate and value per source and leaves out sources under 3 closed leads.

Your AI tool

The outcome

Current win rates by source, on request

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Get a live demo

Related use cases

More ways to put this data to work

All Ramp use cases

One prompt template with infinite possibilities.

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Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.

Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.

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