Sales Pipeline Analysis

Analyse your sales pipeline data to identify top opportunities, risks, and forecast accuracy

🧪 Tested by a human Advanced 👤 Sales 👤 Manager 👤 Executive
Analyse this sales pipeline data and provide: (1) Total pipeline value by stage (Prospect, Qualified, Proposal, Negotiation, Closed Won/Lost), (2) Win rate by stage and by sales rep, (3) Average deal cycle time from first contact to close, (4) At-risk deals — opportunities that have been in the same stage for more than [X] days, (5) Revenue forecast for the next quarter based on current pipeline and historical win rates, (6) Top 5 recommendations to improve pipeline conversion.

Works on

⭐ M365 Copilot (Best) 🟢 ChatGPT 🔵 Gemini

Copy & Open in

🟢 ChatGPT 🔵 Gemini

Prompt is copied to your clipboard when you click

Tips for Best Results

  • In Excel, ensure your data has columns: Deal Name, Stage, Value, Rep, Created Date, Last Updated
  • Replace [X] with your stale threshold (e.g., 30 days)
  • Export from your CRM (Dynamics, Salesforce, HubSpot) as CSV first
  • Follow up with “Create a pipeline funnel chart” for visual presentation

📎 More Prompts

Budget Variance Analysis

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Analyse this budget data comparing actual spend versus budgeted amounts. For each line item: (1) Calculate the variance (actual minus budget) and variance percentage, (2) Flag any variances greater than 10% as significant, (3) Categorise variances as Favourable or Unfavourable, (4) Suggest possible reasons for the top 5 largest variances, (5) Provide a summary with total budget utilisation percentage. Format as a table with colour-coded indicators.
⭐ M365 🟢 GPT 🔵 Gemini

Correlation Finder

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Analyse for correlations between [VARIABLES]. For each significant one: (1) State the relationship, (2) Strength, (3) Direction, (4) Possible explanations, (5) Caveats. Create a correlation matrix.
⭐ M365 🟢 GPT

Dashboard Metrics Design

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Define metrics for a [PURPOSE] dashboard. For each metric: name, definition, data source, calculation, target, frequency, owner, and why it matters. Limit to 8-10 KPIs.
⭐ M365 🟢 GPT 🟠 Claude
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