Copilot prompt for a sales pipeline review
Turn a pipeline export or your notes into a deal-by-deal review: what's real, what's at risk and the question that gets the truth. Free, no signup needed.
- Answer the starred questions
- Copy the prompt
- Paste it into Copilot
A rep's name, or "my whole team".
Format it for
Fill in the starred questions and your prompt appears here.
Paste it into Copilot, then paste the pipeline export right below it.
Tip: Sign in free to save your prompts and downloads in My Tools, so they're there next time. No signup needed to use the prompts.
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How to use it in Copilot
Open Copilot (in Microsoft 365, Outlook or Teams), paste the prompt, then paste anything the prompt asks for right below it.
The prompt uses short, plain sections with capital-letter titles, which keeps it clear in Copilot's chat box.
With Microsoft 365 Copilot, choose "Let my AI look them up" and the prompt asks it to search your Outlook email, calendar and Teams chats.
Example: the finished prompt
For a sample company, Northside Supply. Yours uses your answers and your company profile.
Show the example promptHide the example
ABOUT ME AND MY COMPANY: My name: Sam Rivera My role: Sales manager My company: Northside Supply What we do: Commercial shelving and racking, installed in 2–3 weeks Who we sell to: Warehouses and distribution centers TASK: I manage Dana. Review their pipeline for our weekly pipeline review. Right after this prompt I'll paste the pipeline. Use only what's in it. DETAILS: Look at these deals first: Harbor Foods, the two Pinecrest deals How we define our stages: Qualified = budget and decision maker confirmed. Proposal = pricing sent. RULES: - Tone: direct and fair, like a good sales manager. - No buzzwords: avoid "leverage", "synergy", "circle back", "touch base", "unlock", "streamline", "game-changer". - Short sentences. Plain words. Get to the point in the first line. - My notes may be rough or have typos. Fix spelling and grammar, but keep my meaning. - Use only facts I give you, in this prompt or in anything I paste or point you to. If something important is missing, put a [placeholder] in brackets instead of making it up. - Judge each deal on evidence: last real contact, a next step with a date, a known decision maker and budget. - Flag deals with no next step, a close date that has slipped, or no activity in 14+ days. - Don't change amounts or stages. Point out what doesn't add up and ask about it. - Be fair to the rep. The aim is a truer pipeline, not blame. OUTPUT: - A summary line: total deals, total value, and how much looks solid vs at risk. - A table: deal, stage, amount, close date, health (Solid / At risk / Stale), and why in 10 words or fewer. - For each at-risk or stale deal, one question to ask the rep that gets a straight answer.
Why this prompt works
Pipeline reviews go wrong when every deal gets the same five minutes and the same "how's it going?". This prompt sorts deals by evidence first, so the meeting goes to the ones that need it.
- It scores each deal on facts like a dated next step and recent contact, not on the rep's optimism.
- It writes one sharp question per risky deal, so you get a real answer, not a status update.
- It never edits amounts or stages, so you stay in control of the numbers.
Questions
- Can it read a CRM export?
- Yes. Paste a CSV or a copied table from Salesforce, HubSpot or any CRM. Rough lists work too.
- Does my pipeline data go through PromptSpoke?
- No. You paste it into your own AI. PromptSpoke only builds the prompt.
- Can I review the whole team at once?
- Yes. Type "my whole team" and the review groups deals by rep.
- Does it work with Microsoft 365 Copilot at work?
- Yes. The Copilot version is written to use what Copilot can see at work, like your Outlook email and Teams meetings, when your company has turned that on.