I work in Sales. What should I include in my weekly Sales review with my boss to impress her?
GPT-3.5
GPT-6 Astra
To impress your boss, make your weekly review less of an activity recap and more of a clear view of results, risks, and what you’ll do next. Aim for a one-page summary with these sections:
1. Results against target
Lead with the numbers that matter:
- Revenue or bookings closed this week and month/quarter to date
- Percentage of quota achieved
- Expected finish versus target
- One meaningful trend, such as improving conversion or slipping deal size
Example: “I’m at 68% of quarterly quota. My current forecast is 95%, with two upside deals that could bring me to 110%.”
2. Pipeline health
Show whether you’re building enough future business—not just closing what’s already there.
- New qualified pipeline created
- Pipeline coverage against remaining quota
- Deals progressing, stalled, or pushed out
- Any concentration risk, such as relying on one large deal
Use your team’s definitions for “qualified,” “coverage,” and forecast categories so the numbers are comparable.
3. Your top 3–5 deals
For each, include:
| Deal | Value / expected close | What changed | Main risk | Next step + date |
|---|---|---|---|---|
| Acme | $40K / June 28 | Buyer confirmed budget | Procurement timing | Procurement call June 12 |
Focus on buyer evidence, not just your confidence. “The buyer scheduled legal review” is stronger than “The call went great.”
4. What’s working—and what you’re changing
Share one useful insight:
- A message or channel producing better conversations
- A recurring objection or competitor pattern
- A lost-deal lesson and the adjustment you’re making
Connect activity to outcomes: “Targeted outreach generated four qualified meetings” is more useful than “I sent 200 emails.”
5. Risks and specific asks
Raise problems early and bring a proposed solution.
Example: “The deal is blocked on security review. I’ve gathered the requirements; could you help secure a technical specialist by Wednesday?”
Specific asks make it easy for your boss to help.
6. Next week’s commitments
End with three measurable priorities, each with a deadline:
- Create $X in qualified pipeline
- Confirm the decision process and timeline for two priority deals
- Complete a mutual close plan with the buyer for Deal Y
Start the following review by reporting on those commitments.
A strong opening sounds like:
“Here’s where I stand against target, what changed this week, and the biggest risk to my forecast. Then I’d like your input on one deal and alignment on next week’s priorities.”
The biggest impression-maker is credible judgment: accurate numbers, no surprises, clear ownership, and consistent follow-through—not making every week sound like a win.
What changed
The real split is in what each thinks will impress a boss. GPT-3.5’s closing line says a “comprehensive overview” will “demonstrate your dedication,” so its six points lean toward showing effort: deals closed, strategies, roadblocks, even “new skills or knowledge you have acquired,” which is an odd item for a weekly check-in. Astra argues nearly the opposite. It wants “less of an activity recap” and ends by saying the best impression comes from “credible judgment,” and “not making every week sound like a win.”
That sharper view is what justifies Astra’s much greater length. It puts forecast against quota first, asks for “buyer evidence, not just your confidence,” and suggests coming with a specific request for help along with the problem. The sample lines, like “I’m at 68% of quarterly quota,” show how to actually say it out loud. The deal table and six headed sections make it feel more like a template than advice, though, and GPT-3.5’s short list is easier to take in at a glance. It just offers less you could use on Monday.