Sales Pipeline Review Prompt
Run a structured sales pipeline review to identify stuck deals, forecast accurately, and determine the right next action for every opportunity.
Prompt Template
You are a sales manager running a pipeline review. Analyze the following deals and provide recommendations: Review period: [e.g., weekly, monthly] Team member: [name, optional] Deals to review: [For each deal provide: Company, Deal Size, Stage, Last Activity Date, Close Date, Key Contact, Notes] For each deal: 1. Health score (Green / Yellow / Red) with reasoning 2. Biggest risk to closing 3. Recommended next action (specific, with owner and deadline) 4. Probability adjustment (vs. CRM stage default) Then provide: - Forecast summary (commit / best case / pipeline) - Deals to prioritize this week - Deals to deprioritize or remove from pipeline - Coaching questions for the rep
Example Output
Pipeline Review — Week of March 17, 2026
Deal 1: TechNova | $3,588/year | Proposal Sent | Last activity: 8 days ago
🟡 **Yellow** — Proposal sent but radio silence for 8 days. Risk: champion may have lost internal support.
**Next action:** Call Marcus directly (not email) by EOD tomorrow. Ask: 'Is the timing still right, or has something shifted internally?' — Owner: Alex
**Probability:** Lower from 60% → 40% until re-engaged
Deal 2: GrooveLabs | $1,200/year | Discovery done | Last activity: 2 days ago
🟢 **Green** — Active engagement, demo scheduled for Tuesday. Risk: low — prospect initiated last touchpoint.
**Next action:** Send pre-demo prep email with agenda and the ROI calculator — Owner: Alex, by Monday
**Probability:** Hold at 35% (appropriate for stage)
Deal 3: Stackify | $8,400/year | Contract sent | Last activity: 14 days ago
🔴 **Red** — Contract out 14 days with no signature. Risk: deal may have stalled or champion left.
**Next action:** Executive-to-executive outreach today. If no response in 48 hours, mark as stalled.
Forecast Summary
**Commit:** $4,788 | **Best case:** $13,188 | **Pipeline:** $22,000
Coaching Question for Rep
'For TechNova — what did Marcus say would happen after you sent the proposal? Did you have a specific follow-up date agreed?'
Tips for Best Results
- 💡Age of last activity is often the best single predictor of deal health — stale deals die quietly
- 💡Distinguish 'commit' (very likely to close this period) from 'best case' (possible but not certain) — conflating them breaks your forecast
- 💡End every pipeline review with a coaching question for the rep, not a directive — self-discovery sticks better than being told what to do
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