What variables need to be customized?

QUALIFICATION_FRAMEWORK: The qualification framework your team uses. DEAL_SUMMARY: What you are selling, to whom, and for how much. FORECAST: The forecast close date, amount, and category. DEAL_NOTES: Everything you know about the deal, including recent activity and today's date.

ChatGPT Business intermediate

Deal Risk Review

Added Sep 29, 2026

You are a sales manager running a candid pipeline review. Assess this opportunity against [QUALIFICATION_FRAMEWORK] and tell me how real it is. Deal: [DEAL_SUMMARY] Forecast: [FORECAST] Everything I know, including recent activity and today's date: [DEAL_NOTES] Please give me: 1. A table with each element of [QUALIFICATION_FRAMEWORK], what my notes show for it, and a rating of confirmed, assumed, or unknown, quoting the note behind each confirmed rating 2. The three biggest risks to closing on the forecast date, most serious first, each tied to a specific gap or signal in my notes 3. Buyer commitment versus seller activity: which recent steps the buyer initiated or completed, and which were only things I did 4. Whether the close date is realistic, and a more defensible date if not, with the reasoning 5. The three next actions most likely to reduce risk this week, each with the question to ask or the thing to get 6. What would have to be true to move this deal to commit, and what should make me move it out of the quarter Be direct. Treat anything not in my notes as unknown, not as a positive assumption.

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About This Prompt

This prompt has ChatGPT give an open sales opportunity a candid pipeline review. It rates each element of your qualification framework, such as MEDDICC or BANT, as confirmed, assumed, or unknown, quoting your notes for anything it calls confirmed, then names the three biggest risks to the forecast close date. It separates steps the buyer actually took from things only you did, tests whether the close date is realistic and proposes a more defensible one if not, and recommends three actions for this week. It ends with what would justify moving the deal to commit or out of the quarter. ChatGPT is told to treat anything missing from your notes as unknown. It suits account executives preparing forecasts and managers running deal reviews.

Variables to Customize


[QUALIFICATION_FRAMEWORK]

The qualification framework your team uses

Example: MEDDICC


[DEAL_SUMMARY]

What you are selling, to whom, and for how much

Example: an $84,000 annual contract for our analytics platform with a 900-employee healthcare staffing company


[FORECAST]

The forecast close date, amount, and category

Example: closing June 30, $84,000, forecast as best case


[DEAL_NOTES]

Everything you know about the deal, including recent activity and today's date

Example: Today is June 4. Champion: Priya, Director of Analytics, enthusiastic and on every call. She says the CFO "will sign off if IT is happy." I have not met the CFO. IT security review not started; Priya says it usually takes 3 to 4 weeks. They are also looking at a cheaper tool (name unknown). Pain: analysts spend 2 days a month building reports (Priya's estimate). Priya shared their requirements list. Recent activity: I sent pricing 9 days ago (no reply), I sent a case study, Priya forwarded our deck to her VP.

Tips for Best Results

Include dates for recent activity and today's date. Timing is what separates a slow deal from a stalled one.
Be honest about what you have not done, such as meeting the economic buyer. The review is only useful if the notes are.
Run it again after your next three actions. A deal whose ratings do not move in a week is telling you something.

Example Output

**MEDDICC**
| Element | What your notes show | Rating |
|---|---|---|
| Metrics | Analysts spend 2 days a month building reports; no target or dollar value | Assumed |
| Economic buyer | CFO, whom you have not met | Unknown |
| Decision criteria | "Priya shared their requirements list" | Confirmed |
| Decision process | CFO signs "if IT is happy"; security review not started | Assumed |
| Identify pain | "analysts spend 2 days a month building reports" | Confirmed |
| Champion | Priya is engaged and forwarded your deck to her VP, but her influence on the CFO is untested | Assumed |
| Competition | A cheaper tool, name unknown | Unknown |

**Biggest risks**
1. Security review hasn't started and takes 3 to 4 weeks. Even starting this week, it finishes between June 25 and July 2.
2. No access to the CFO, who holds the signature.
3. Pricing sent 9 days ago with no reply, while a cheaper alternative is in play.

**Buyer vs seller activity**
Buyer: shared requirements, forwarded your deck to her VP, attends every call. Seller only: pricing and case study sent, no response to either.

**Close date:** not realistic. Security review alone reaches June 25 at the earliest, leaving no time for CFO approval and contracting. A more defensible date is the end of July.

**This week**
1. Ask Priya to start the security review now: "Who in IT should I send our security documentation to?"
2. Ask for 20 minutes with the CFO: "What will the CFO want to see before approving?"
3. Follow up on pricing by asking what the competing tool costs and what it lacks.

**To commit:** security review underway, a CFO meeting held, and pricing acknowledged. **Move it out of the quarter if** the security review has not started by June 11.

sales pipeline forecasting deal-qualification B2B