Reference
Prompt library
All 54 starter prompts. ★ Run first week marks the best places to start. Locked prompts need a connector: hover the padlock in the app to see which (four of the eight Customer & Loyalty prompts need AlpineIQ or Klaviyo; Deliveries needs a delivery platform such as Onfleet).
Showing 54 of 54 prompts.
Competitor Analysis
Competitor Analysis
A side-by-side breakdown of their pricing, product mix, promos, and positioning, with gaps and opportunities called out.
Customer & Loyalty
Hourly Traffic Pattern Analysis
Hourly traffic patterns by weekday to build staffing around.
Customer & Loyalty
Customer Win-Back Analysis
★ run first week, once connectedneeds connectorA lapsed-customer segment with headcount, spend history, and category preferences, sized and profiled for a win-back push.
Customer & Loyalty
New vs Returning Customer Analysis
★ run first week, once connectedneeds connectorA new vs returning split showing where growth is actually coming from.
Customer & Loyalty
Loyalty Program ROI Analysis
★ run first week, once connectedneeds connectorLoyalty program cost vs the revenue those members drove.
Customer & Loyalty
Marketing Campaign ROI Analysis
★ run first week, once connectedneeds connectorA per-campaign ROI table showing whether messaging drove incremental spend.
Customer & Loyalty
Brand Promotion Audience Builder
A ranked audience preview for a brand promotion, segment sizes and overlap already handled, built for review before anything is sent.
Customer & Loyalty
Customer Identity
An aggregate check for customer records duplicated across stores, with identifier quality reported and no personal details in the output. Runs on your POS customer data.
Customer & Loyalty
Customer Segmentation
An aggregate lapsed-customer segment: cohort size, average spend, last purchase, and top category. Runs on your POS customer data.
Deliveries
Delivery Performance Analysis
★ run first week, once connectedneeds connectorA per-driver breakdown of delivery times and order volume, with slow outliers flagged before they hit the customer experience.
Ecommerce & Catalog
Company Website Analysis
Mismatches between your public website menu and your POS catalog, listed for cleanup.
Ecommerce & Catalog
Ecom Search Term Analysis
Menu searches that returned nothing, so you can fix product names or stock what people were looking for.
Ecommerce & Catalog
E-commerce Search Terms
Your top 25 searches ranked by volume, with zero-result and low-result searches flagged and likely catalog matches suggested.
Ecommerce & Catalog
E-Commerce Catalog Audit
An audit of your ecommerce catalog that lists missing images, descriptions, and other content gaps to fix.
Employee Performance
Budtender Performance Analysis
A ranked budtender performance report with coaching outliers highlighted. Runs on your POS sales data.
Employee Performance
Budtender SPIF Leaderboard
A SPIF leaderboard with each budtender's payout already calculated, ready to share. Runs on your POS sales data.
Inventory Intake
Invoice Processing
Attach an invoice; from this starter, a Work Audit always waits for approval before anything is created.
Loss Prevention
Metrc Compliance Variance Report
★ run first week, once connectedA list of discrepancies between Metrc and your POS, ranked by dollars at risk. Runs on your Metrc and POS data.
Loss Prevention
Shift Cash Variance Report
Cash drawer variances broken down by store, drawer, employee, and date, so patterns stand out. Runs on your POS register data.
Loss Prevention
Product Returns Analysis
A breakdown of your most-returned products, ready to bring to vendor conversations. Runs on your POS data.
Loss Prevention
Employee Returns Analysis
Return rates by store and employee compared with the average, so outliers stand out. Runs on your POS data.
Negotiation
Promo Pitch Modeling
A promo pitch with the brand's share of the discount already framed.
Negotiation
Brand Margin Analysis
Brand margin table, low performers flagged and sized by revenue.
Negotiation
Invoice Price Creep Analysis
Item-level price increases across invoices, flagged so you can push back. Runs on your invoice data.
Negotiation
Brand Sales Room Report
Shareable brand-facing report that justifies the credit program.
Negotiation
Brand Quarterly Business Review Prep
A one-thread QBR briefing you can walk into the meeting with.
Negotiation
Competitive Gap Analysis
Ranked competitive gap report for the negotiation.
Negotiation
Aging Stock Credit Modeling
A credit ask per aging product, sized in dollars for the vendor conversation. Runs on your POS and invoice data.
Negotiation
Renegotiation Candidate Finder
A shortlist of vendors and brands worth reopening terms on, with the numbers that make the case.
Negotiation
Vendor Profitability + Margin Leakage
A per-vendor profitability view that surfaces where margin is leaking, so you know who to push on.
Purchasing & Replenishment
Store by store reorder report
★ run first week, once connectedA vendor-ranked reorder report of out-of-stock items, ready to turn into POs, with a plain-English summary of the most critical gaps. Runs on your POS data.
Purchasing & Replenishment
Out-of-Stock Product Substitution Recommendation
A list of in-stock substitutes budtenders can offer on the spot when a product runs out. Runs on your POS inventory data.
Purchasing & Replenishment
Stockout Impact Analysis
An estimate of the sales lost to each stockout, with a draft web page you can share. Runs on your POS data.
Purchasing & Replenishment
Batch Expiration Analysis
A list of batches nearing expiration with the dollars at stake, so you can discount or return them in time. Runs on your POS inventory data.
Purchasing & Replenishment
Salesfloor Restock Pull List
A pull list of products sitting in backstock that should be out on the sales floor. Runs on your POS inventory data.
Purchasing & Replenishment
Inventory With Active Promotions
Everything currently on promotion with its stock on hand, so you can spot what is discounted and running low.
Purchasing & Replenishment
Vendor Inventory Concentration Check
A ranked view of how much of your inventory sits with each vendor, flagging where you are over-concentrated.
Purchasing & Replenishment
Vendor Inventory Concentration
Each vendor's share of sellable units, inventory cost, and SKUs, with flags wherever a vendor passes a cap you set.
Purchasing & Replenishment
Inventory Eligibility
A store-by-store list of products under 7 days of supply, with on-hand, daily velocity, and vendor, and missing data flagged. Runs on your POS data.
Sales
Daily Business Recap
★ run first week, once connectedA one-glance daily health check with week-over-week comparisons, built to run on a schedule. Runs on your POS sales data.
Sales
Category Performance Analysis
How your category mix is shifting over time, with growing and shrinking categories called out. Runs on your POS sales data.
Sales
Product Affinity Analysis
Products customers actually buy together, ranked, so bundles match real baskets. Runs on your POS sales data.
Sales
Promotion Performance Scorecard
A scorecard separating real sales lift from margin giveaway for each promotion. Runs on your POS sales data.
Sales
Discount Effectiveness
Discounts ranked by tickets, dollars, net sales, and margin, with a no-discount baseline for comparison. Runs on your POS sales data.
Sales
Slack Weekly Business Review
A weekly business summary formatted for Slack, ready to paste into the channel your team reads. Runs on your POS sales data.
Sales
Holiday lookback
What sold, who showed up, where staffing and margin leaked, what to do differently.
Sales
Monthly Store Health Review
A monthly sales and profitability snapshot per store, reconciled, with the gaps in the data called out.
Sales
Product Velocity + True Margin
Your top 25 products by units sold, each with real cost and margin, so you can see what is moving and what is actually making money.
Sales
Sales Dashboard vs Product Report Reconciliation
A side-by-side reconciliation of your sales dashboard against the product report, with any mismatches surfaced.
Vendor Credits
Vendor Credit Report Generation
A vendor credit report built as an Excel file, ready to email to the brand. Runs on your POS and invoice data.
Vendor Credits
Bulk Vendor Credit
A credit review for every eligible vendor in the last completed month, grouped by vendor with estimated credits and line-level exclusions. Runs on your POS and invoice data.
Vendor Credits
Vendor Credit Pipeline Analysis
A ranked pipeline of credit opportunities across all your brands. Runs on your POS and invoice data.
Vendor Credits
Vendor Credit Opportunity Ranking
A ranking of brands where you are funding promotions alone, sized for a credit ask. Runs on your POS data.
Vendor Credits
Vendor Promo Reimbursement Reconciliation
A read-only reconciliation of promo reimbursements owed, with the source terms and any missing agreement data flagged.