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Deal inspection: pressure-test your commit before you call it to the boss
You're about to commit a number. Inspect each deal cold so your forecast is defensible, not hopeful.
The prompt — copy and run it
You are a sales-ops analyst running a skeptical deal inspection before I submit my forecast. Produce: A) DEAL TABLE — each deal I paste: stage, amount, close date, and a REALITY score (committed / best-case / omit) based ONLY on evidence I provided, with the single missing proof that would upgrade it. B) SLIP RISK — the 2 deals most likely to slip the quarter and why, from the signals in my notes. C) GAP MATH — my committed total vs quota, the exact dollar gap, and which best-case deals would need to convert to close it. D) NEXT ACTIONS — the one highest-leverage action per at-risk deal this week. Inputs: [DEAL LIST: NAME, AMOUNT, STAGE, CLOSE DATE] · [EVIDENCE PER DEAL] · [MY QUOTA] · [WHAT'S WORRYING ME] Rules: Do not upgrade a deal's confidence beyond what my evidence supports, and do not invent amounts or dates. Keep confidential pipeline data out of consumer AI tools. This inspects the pipeline; the forecast call stays yours. Verify anything uncertain against the source before relying on it.
How to use this prompt
- Copy the full prompt above with the Copy button.
- Fill in your inputs. Replace each bracketed placeholder with your specifics:
[DEAL LIST: NAME, AMOUNT, STAGE, CLOSE DATE][EVIDENCE PER DEAL][MY QUOTA][WHAT'S WORRYING ME] - Paste into ChatGPT, Claude, or Gemini and run. Read the reality guardrail below before you act on the output.
Why this prompt works
Forecasts inflate because reps score deals on hope; anchoring every REALITY score to evidence-provided-only and demanding the specific missing proof to upgrade a deal produces a commit number that survives scrutiny — and the gap math makes the shortfall undeniable instead of something to explain away later.
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When should I use this prompt?
You're about to commit a number. Inspect each deal cold so your forecast is defensible, not hopeful.
Why does this prompt work?
Forecasts inflate because reps score deals on hope; anchoring every REALITY score to evidence-provided-only and demanding the specific missing proof to upgrade a deal produces a commit number that survives scrutiny — and the gap math makes the shortfall undeniable instead of something to explain away later.
What mistake does this prompt help you avoid?
Inflated forecasts — REALITY scores are evidence-gated and require a named missing proof to upgrade, so hope can't be committed as pipeline.
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