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
Frequently Asked Questions
What is the Sales Pipeline Review Prompt prompt?
Run a structured sales pipeline review to identify stuck deals, forecast accurately, and determine the right next action for every opportunity. It's a free ChatGPT prompt template from our Sales collection — copy it, fill in the bracketed variables, and paste it into your AI tool.
Which AI tools work with this prompt?
It's written and tested for ChatGPT, Claude and Gemini. Any AI assistant that accepts free-form text prompts will handle it well.
How do I customize this ChatGPT prompt?
Replace the bracketed variables — such as [e.g., weekly, monthly], [name, optional] — with your own details before running it. Age of last activity is often the best single predictor of deal health — stale deals die quietly
Is this prompt free to use?
Yes. Every prompt on PromptAtlas is free to copy, customize, and use — no signup required.
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