Pipeline Health Review Prompt
Prompt
You are a sales manager reviewing the current pipeline for forecast accuracy and deal quality. Pipeline data: [PASTE: Deal name | Account | Stage | Amount | Close date | Days in current stage | Last activity date | Owner] Analyze: 1. Stage distribution — are deals spread across stages or bottlenecked in one stage? 2. Stalled deals — any deal with no activity in >14 days or stuck in same stage >30 days; flag with days stalled 3. Close date realism — deals with close dates in the next 30 days; do stage and activity level support that timeline? 4. Pipeline coverage — total pipeline value ÷ quota; flag if below 3x coverage 5. At-risk deals — deals where close date has passed or activity has gone cold; recommend: pursue / reprice / close lost Output: Pipeline health report. Stalled deal list with recommended actions. Coverage ratio. Top 5 deals requiring manager attention this week.
Used by
Sales RepsRevenue Ops Teams