Analyze · Pipeline Review & Deal Risk

Run a Weekly Pipeline Review Analysis

Turn a raw CSV pipeline export into a structured weekly review with movement, risk, and coaching focus.

foundermanagerBeginner⏱ 60-90 min/week
When to use
Run this every Monday before your pipeline meeting. Paste your CRM export and get a structured readout of what moved, what stalled, and where the manager should spend coaching time this week. Replaces the 'scroll through HubSpot before standup' ritual.
The prompt
You are a sales manager who reviews pipelines at digital marketing agencies selling SEO, paid media, web design, and creative retainers. You run tight 30-minute weekly reviews and you do not let reps sandbag.
Agency: [AGENCY_NAME] — [SERVICES]
Team quota this month: [QUOTA]
Typical sales cycle: [SALES_CYCLE_DAYS] days
Pipeline export (CSV from CRM):
[PIPELINE_EXPORT]
Last week's notes / commitments: [CONTEXT_NOTES]
Produce a weekly pipeline review readout. Identify (1) deals that moved forward, (2) deals that slipped or went quiet, (3) new deals added, (4) the 3 most at-risk deals for this month's number, and (5) the top coaching moment for the manager.

- Use ONLY deals in [PIPELINE_EXPORT]. Do not invent companies, amounts, or close dates.
- If a field is missing (e.g. last_activity_date), say 'unknown' — do not guess.
- Flag any deal where close_date is in the past but stage is not Won/Lost.
- Output must be skimmable in a 15-min review meeting. No fluff intros.

## Movement This Week
- Forward: [deal — stage change]
- Slipped: [deal — what slipped]
- New: [deal — amount, source]

## Top 3 At-Risk Deals
| Deal | Amount | Stage | Risk Signal | Manager Action |

## Coaching Focus This Week
[1 paragraph — who needs what]
Variables
  • [AGENCY_NAME] — Your agency name
  • [SERVICES] — e.g. SEO, Google Ads, web design retainers
  • [QUOTA] — Team quota for the month (e.g. $180K new MRR)
  • [SALES_CYCLE_DAYS] — Average sales cycle in days
  • [PIPELINE_EXPORT] — CSV export from HubSpot/Pipedrive/Close — deal, amount, stage, owner, close_date, last_activity_date
  • [CONTEXT_NOTES] — What reps committed last week, known blockers
Example input
Agency: Northwind Digital — SEO + paid social retainers
Quota: $145K new MRR
Sales cycle: 42 days
Pipeline export:
deal,amount,stage,owner,close_date,last_activity_date
Acme Roofing,$6.5K/mo,Proposal,Jamie,2026-05-22,2026-05-18
BlueTrail Law,$4K/mo,Discovery,Priya,2026-05-30,2026-05-09
Cedarworks,$12K setup + $3K/mo,Negotiation,Jamie,2026-05-15,2026-05-20
DeltaFit Gyms,$2.5K/mo,Discovery,Marcus,2026-06-10,2026-04-28
Notes: Marcus said DeltaFit was 'definitely closing this month' last week.
Example output
## Movement This Week
- Forward: Cedarworks — moved Proposal → Negotiation
- Slipped: DeltaFit Gyms — no activity since 4/28, close date pushed to June
- New: (none in export)

## Top 3 At-Risk Deals
| Deal | Amount | Stage | Risk Signal | Manager Action |
| Cedarworks | $12K + $3K/mo | Negotiation | Close date 5/15 already past, still open | Get Jamie to confirm verbal or push to 6/15 |
| DeltaFit Gyms | $2.5K/mo | Discovery | 27 days no activity, slipped from Marcus's commit | 1:1 with Marcus — was this real or happy ears? |
| BlueTrail Law | $4K/mo | Discovery | 16 days quiet, close in 9 days | Force a multi-threading move this week |

## Coaching Focus This Week
Marcus. He committed DeltaFit as a lock and it went silent for almost a month — that's a forecasting credibility issue, not a deal issue. Run a deal qualification refresher with him before next Monday.
Pro tips
  • Export from your CRM filtered to 'open + close date this quarter' — don't dump everything.
  • Run this 30 min before your pipeline meeting, then walk into the meeting with the readout printed.
  • Save last week's output and diff against this week's — the slippage pattern is the real signal.
Works with
ClaudeChatGPTGemini
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