Library/Sales Operations, CRM & Productivity/Pipeline Management & Inspection/Flag At-Risk Pipeline Deals With Risk Ratings
TestedSales Operations, CRM & ProductivityQuick Win (under 10 min)
About this prompt
This prompt helps RevOps specialists and sales managers quickly triage a pipeline by identifying which deals are most likely to slip or die before close. Paste in raw deal data from Salesforce and it evaluates each opportunity on activity recency, stage-to-close-date alignment, missing next steps, and engagement level relative to deal size, then assigns a risk rating with a one-line reason and a recommended action. Use it ahead of a forecast call or weekly pipeline review when you need to direct manager attention to the right deals.Pipeline reviews work best when the conversation starts with the highest-risk deals rather than the largest ones, but most CRM exports don't make risk visible — they just show stage and close date. This prompt creates that visibility by running four checks per deal: how long since last activity, whether the close date is plausible given the current stage, whether a next step and champion contact exist, and whether the engagement level matches the deal size. The output is a risk-rated list with one-line rationale and a recommended action per deal, designed to be reviewed in a 30-minute pipeline call rather than read cover-to-cover. Feed it a paste of your Salesforce deal data — whatever export format you use is fine, as long as it includes stage, close date, last activity date, and deal size. Use this prompt the day before a forecast call or weekly review, not in the review itself — it's prep work, not a real-time tool. For a fuller pipeline review framework including inspection questions per stage and coaching prompts for stuck deals, see prompt 0038.The prompt
You are a Revenue Operations specialist. Review the following deal data from Salesforce and assess risk for each opportunity: For each deal, evaluate: ● Days since last activity ● Stage vs close date
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Variables to replace
PASTE DEAL DATA HERE
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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