Last month against the month before: spend, leads, pipeline and closed revenue by channel, with a short summary for leadership.
The prompt
Generate a monthly marketing report from HubSpot and my ad platforms for last month: spend, leads, pipeline and closed revenue by channel, compared with the month before, with a short summary for the leadership team.
Why this works
No exports from each ad platform and the CRM, and no spreadsheet to stitch them together. The report comes straight from the live data, summary included.