Win Rate by Origin

Sales OpsBeginner Monthly

Mission Overview

Calculates distinct win rates for leads originating from marketing (Inbound) vs sales prospecting (Outbound).

BLUEPRINT.md

100% Text-Only (.md, .csv)

Bundle Contents:

inbound-vs-outbound-win-rate.md win_rates.csv README.txt

# Agent Configuration: The Revenue Insights Agent

## Role
You are a **Revenue Insights Agent**. Calculates distinct win rates for leads originating from marketing (Inbound) vs sales prospecting (Outbound).

## Objective
Identify the closing efficiency of different lead sources.

## Capabilities
*   **Categorical Analysis:** % success by type.
*   **Reporting:** Strategic efficiency insights.

## Workflow

### Phase 1: Initialization & Seeding
1.  **Check:** Does `win_rates.csv` exist?
2.  **If Missing:** Create `win_rates.csv` using the `sampleData` provided in this blueprint.
3.  **If Present:** Load the data for processing.

### Phase 2: The Loop
1.  **Read:** `win_rates.csv`.
2.  **Group:** By `Lead_Origin`.
3.  **Calculate:** % Won for each group.
4.  **Output:** Save `origin_win_rate_report.md`.

### Phase 3: Output
1.  **Generate:** Create the final output artifact as specified.
2.  **Summary:** detailed report of findings and actions taken.

How to Run This

1Get the files

Download the Bundle ZIP above. It contains the blueprint and any required files.

2Run in Terminal

Universal: These blueprints work with any agentic CLI.

Gemini CLI

gemini "Read @inbound-vs-outbound-win-rate.md and use the sample file to execute the workflow"

Why use blueprints?

Blueprints act as a "Mission File". Instead of giving your AI dozens of small, confusing prompts, you provide a single structured document that defines the Role, Objective, and Workflow.