thinkhard.SI

Prompt repository Sales

Prepare for a pipeline or forecast review

You need each deal's risk, next step and honest forecast category before your manager asks.

Registry no.
SAL-010
Collection
Sales
Laid out for
Any chat model
Score
10 out of 10
Blanks to fill
6
Added

SalesAny chat

The prompt

Score 10 of 10, Excellent

Use it when You need each deal's risk, next step and honest forecast category before your manager asks.

  • {{reviewer}}
  • {{review_date}}
  • {{period_end}}
  • {{forecast_categories}}
  • {{deals}}
  • {{stale_days}}
Full prompt and why it works
Prompt
Help me prepare for my pipeline review with {{reviewer}} on {{review_date}}. I need an honest view of each deal, so I commit only to numbers I can hit and ask for help where a deal is at risk. The period we are forecasting ends {{period_end}}.

Our forecast categories and what each one requires:
"""
{{forecast_categories}}
"""

My open deals (name, amount, stage, close date, last activity, next step, notes):
"""
{{deals}}
"""

Make a table with one row per deal and the columns Deal, Amount, Close date, My category, Suggested category, Risk flags, Next step, and Question to expect.

- Suggested category: the category the evidence supports under the definitions above, which may be lower than mine. Explain any change in a few words.
- Risk flags: check for a close date that has passed or falls after the period end, no dated next step, no activity in the last {{stale_days}} days, a stage that does not match the notes, only one contact involved, a close date that has already moved, and no confirmed decision maker or budget. Name each flag that applies.
- Next step: the next action with its date, or "none recorded".
- Question to expect: the hardest question my manager is likely to ask about this deal.

After the table:
1. Totals for each suggested category, listing the deals in each so I can check the sums.
2. The three deals where help from my manager would change the outcome, and the specific help to ask for.
3. Deals to move out of the period or close as lost, with the reason.

Keep everything after the table under 250 words.

A good result is one I could show my manager unchanged, with every category defensible under our definitions. Use only the data above. Do not invent activity, contacts or dates, and never raise a category to make the total look better. Write flags in plain, factual words, for example "Close date passed; no reply since the demo" rather than "Deal may be slightly delayed."

If anything is missing that a deal needs for placing, such as an amount or a close date, put that deal in a separate "Cannot categorize" list with what is missing, rather than guessing.

Variables

{{reviewer}}
Who runs the review, for example "my sales manager".
{{review_date}}
The date of the review.
{{period_end}}
The last day of the period being forecast, for example the end of the quarter.
{{forecast_categories}}
Your team's categories with what each requires, for example "Commit: verbal yes and paperwork started".
{{deals}}
One row per open deal, exported from your CRM, with name, amount, stage, close date, last activity, next step and notes.
{{stale_days}}
How many days without activity counts as stale for your sales cycle, for example 14.

Why it works

  • What good looks like. Suggested categories follow your team's own definitions rather than optimism, and every change is explained, so you walk in with numbers you can defend.
  • Format. Totals list the deals behind them, so you can check the arithmetic before your manager does.
  • If unsure. Deals missing an amount or a date go to a separate list instead of being guessed into a category.

How to use it

  1. Press Fill in variables and type your details into each blank. What you type stays in this browser.
  2. Copy the filled prompt into the AI tool you already use, such as ChatGPT, Claude or Gemini, or open it in the Grader or the Prompt Tester here.
  3. Before you rely on it, try it on three or four real examples. The Prompt Tester runs them all at once and shows which ones go wrong.