Pipeline Review Prep

Category: sales

Apps Involved: Excel, Outlook, Teams, PowerPoint

Complexity: Advanced (5+ apps or chained steps)

Description

Reconciles your pipeline Excel export against actual customer engagement signals from Outlook and Teams to catch deals that look healthy on paper but have gone quiet — then builds the slides for your manager review.

The Prompt

Prep me for my pipeline review with [MANAGER_NAME] on [REVIEW_DATE].

1. Open "[PIPELINE_EXPORT].xlsx" in my OneDrive. For each deal in my pipeline with a close date in the next [TIME_PERIOD]:
   - Find the last outbound and inbound email with anyone at the customer domain.
   - Find the last Teams meeting with customer attendees.
   - Calculate days since last meaningful engagement (email reply or meeting, not a newsletter).
2. Flag deals as: Active (engagement in last 14 days), Stalling (15-30 days), Cold (30+ days).
3. For Stalling and Cold deals, suggest one specific next step based on the last conversation.
4. Build a PowerPoint titled "[MY_NAME] — Pipeline Review [REVIEW_DATE]" with:
   - Slide 1: Summary table (deal, value, stage, status, days since engagement)
   - Slide 2: Top 3 at-risk deals with context and recovery plan
   - Slide 3: Top 3 most advanced deals with what's needed to close
   - Slide 4: Asks of [MANAGER_NAME]

Save to /Sales/Pipeline Reviews/.

Expected Outcome

A PowerPoint with pipeline status grounded in real engagement data — not just the CRM stage field — with specific, named deals flagged as at-risk and concrete next steps proposed for each.

Tips & Variations