Library/Sales Operations, CRM & Productivity/Pipeline Management & Inspection/Audit Open Opportunities for Stage Accuracy
TestedSales Operations, CRM & ProductivityQuick Win (under 10 min)
About this prompt
This prompt audits open pipeline against five criteria — stage accuracy, recent activity, logged next steps, close date realism, and disposition — and returns a structured table with a recommendation for each deal. It's built for AEs and sales managers who want to clean up a pipeline before a forecast call or QBR. Run it any time close dates are piling up in the current month with no supporting activity.Pipeline inflation is one of the most common forecast problems in B2B sales — deals sit in active stages long after momentum has stopped. This prompt produces a structured audit of open opportunities, checking each one against five criteria: whether the stage reflects the last logged activity, whether meaningful activity has occurred in the past [X] days, whether next steps are logged and future-dated, whether the close date is realistic, and what should happen next. You set [X] to define your acceptable inactivity window and paste the opportunity data. The output is an audit table with a recommendation for each deal (keep, re-engage, advance, or close-lost) plus a templated update message to send to stale reps. Use this before a monthly forecast call or a pipeline review with your manager — it's not a replacement for deal-level coaching conversations, but it gives you a defensible starting point. For best results, include the last activity date and last logged next step for each opportunity.The prompt
Review the following open opportunities in our CRM and audit each one for:
1. Is the deal stage accurate based on the last activity?
2. Has there been meaningful activity in the last [X] days?
3. Are
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Variables to replace
X|PASTE
How to run it
- Copy the prompt and paste it into Claude, ChatGPT, Gemini, or Copilot — it's tuned to run in any of them.
- Replace the variables — swap each bracketed token for your deal's specifics. The variables list above explains every field.
- Make it yours — run it, keep what's strong, and tighten your inputs on the next pass. The prompt improves with your context.
What good output looks like
Make it yours
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