Library/Sales Operations, CRM & Productivity/Pipeline Management & Inspection/Deal Heat Map Pipeline Red Yellow Green Criteria Score Champion EB Activity
TestedSales Operations, CRM & ProductivityQuick Win (under 10 min)

Deal Heat Map Pipeline Red Yellow Green Criteria Score Champion EB Activity

Score your open pipeline by deal health using a red/yellow/green heat map based on champion and economic buyer activity.

About this prompt

This prompt produces a structured deal heat map that categorizes open opportunities by risk level based on champion engagement, economic buyer access, and deal activity signals. It's built for AEs and frontline managers who need a fast, consistent framework for pipeline reviews. Use it before a weekly deal review or forecast call when you need to prioritize where to focus.

The prompt

Generate a 'Deal Heat Map' for my pipeline based on the following criteria. Score each deal Red/Yellow/Green: GREEN (on track): Last activity within 7 days, clear next step, champion engaged, economic
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Variables to replace

PASTE DEAL LIST WITH STAGE, LAST ACTIVITY, CLOSE DATE

How to run it

  1. Copy the prompt and paste it into Claude, ChatGPT, Gemini, or Copilot — it's tuned to run in any of them.
  2. Replace the variables — swap each bracketed token for your deal's specifics. The variables list above explains every field.
  3. 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

StagePipeline Management
SeatAE, Sales Manager
DifficultyIntermediate
Time to valueQuick Win (under 10 min)
Works withAI-Agnostic
CategorySales Operations, CRM & Productivity
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