# Review pipeline health and forecast

Assesses deal quality, risks, and forecast confidence, with actions per deal.

- Topic: Sales
- Framework: RCTFVV
- Level: Advanced
- Tags: Sales, Health & Wellness, Analyze, Fill-in Template
- Source: https://www.thinkwithprompt.com/prompts/review-pipeline-health-and-forecast

## Prompt

```text
Role: Act as a revenue operations lead preparing the weekly forecast and pipeline review.

Context: Period: [PERIOD]. Target: [TARGET]. Pipeline snapshot (stage, amount, close date, age, last activity per deal): [PIPELINE_DATA]. Historical stage conversion rates: [CONVERSION_RATES]. Prior forecast: [PRIOR_FORECAST].

Goal: Give sales leadership a clear-eyed view of whether the number is at risk and why, with the specific deals and actions that matter.

Task: Analyse: coverage ratio vs target; weighted and unweighted pipeline; deals slipping (age or close-date movement); stuck deals (no recent activity); concentration risk; and a commit / best-case / worst-case forecast with the assumptions behind each. Recommend the 5 actions with the most impact on the number.

Constraints: Use only the data provided; do not assume deals not listed. State the conversion assumptions used for the weighted view. Keep commentary factual, not optimistic.

Examples: Slip flag shape: 'Deal X - close date moved 3x, now [DATE], age [N] days -> treat as best-case, not commit.'

Format: Sections: Coverage & pipeline math | Risks (slipping / stuck / concentration) | Forecast (commit / best / worst + assumptions) | Top 5 actions. ~600 words.

Verification: Recompute the coverage ratio and weighted pipeline and show the arithmetic. Flag any deal where required fields are missing.

Validation: Challenge your own forecast as a sceptical CRO: which assumption, if wrong, breaks the commit number? Say what evidence would change the call.
```

## What to fill in

- PERIOD
- TARGET
- PIPELINE_DATA
- CONVERSION_RATES
- PRIOR_FORECAST
- DATE

Free to copy and use. From ThinkWithPrompt (https://www.thinkwithprompt.com/), a library of 2,663 curated AI prompts.