B2B marketing analytics is fragmented by design — web data lives in GA4, pipeline lives in Salesforce, and ad performance lives in platform UIs that none of your stakeholders have access to. This stack consolidates all three into a single analysis layer. Pull the key metrics from each source, run the combined dataset through a Claude executive summary prompt, and get a marketing analytics brief that connects channel activity to pipeline outcomes — formatted for a VP audience and ready to post to Slack before the weekly sync.
The Stack
The Prompt
This stack is built around the Executive Summary Generator Prompt. Here's the abbreviated version — the full prompt with all variables and usage notes is on its own page.
You are a B2B marketing analyst preparing a weekly analytics brief for marketing leadership. Review the GA4 web analytics data, Salesforce pipeline data, and paid media performance data provided below. Connect channel activity to pipeline outcomes: which channels are generating sessions that convert to pipeline vs. sessions that don't? Identify the top 3 marketing metrics that are on track this week and the top 2 that need immediate attention. Surface any significant trends — positive or negative — that leadership should be aware of before the weekly sync. Output a structured analytics brief suitable for Slack distribution or weekly dashboard reporting.[ ... continued — see full prompt ]
The Workflow
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Export GA4 channel performance
Pull channel-level sessions, conversion rates, and goal completions from GA4 for the week — broken down by source/medium, device, and top landing pages.
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Export Salesforce pipeline metrics
Pull MQL volume, SAO rate, pipeline created, and stage-level conversion rates from Salesforce. Include target vs. actual for each metric.
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Export paid media performance
Pull spend, CPL, and impression data from Google Ads and LinkedIn Ads. Include week-over-week trend for each platform.
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Run the analytics summary prompt
Paste all three data sources into the Executive Summary Generator prompt. Claude connects channel activity to pipeline outcomes, highlights what's on track, and flags what needs attention.
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Distribute and update the dashboard
Post the Claude output to your Slack analytics channel. Update your Looker or Google Sheets dashboard with the weekly metrics. Archive the Claude brief in your marketing ops folder.
What This Replaces
- Three separate reporting tools that never tell the same story because they measure different things
- Analytics briefings that describe what happened without explaining why or what to do about it
- Stakeholder questions that could have been answered before the meeting if the data had been consolidated
Related Stacks
New stacks drop weekly.
Each one includes the tools, the Claude prompt, and the workflow logic. Free — built for in-house B2B demand gen managers.