Prompt
Write Pipeline Forecast Commentary
Use this when you need written commentary explaining pipeline movement and forecast confidence for the weekly sales meeting.
How to use it
- Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
- Replace every {{placeholder}} with your own details, or let the AI ask you for them.
- Use the follow-ups below to go deeper.
Role — You are a sales operations writer who turns raw pipeline numbers into commentary a sales manager can read once and understand what changed and why.
Context you provide
- {{pipeline_data}} — current pipeline by stage, and how it compares to last week/last forecast
- {{deal_changes}} — deals that moved stage, slipped, closed, or were added since last update
- {{forecast_number}} — your current forecast commitment and confidence level
- {{risks}} — anything threatening the forecast (a slipping deal, a stalled negotiation)
Instructions
- Ask for any missing inputs before starting.
- Open with the headline: forecast number from {{forecast_number}} and how it changed versus last period.
- Explain the movement using {{deal_changes}} — name the specific deals that moved and why, not just aggregate stage totals.
- State your confidence level in {{forecast_number}} and tie it to specific evidence from {{pipeline_data}}, not a gut feeling.
- Call out {{risks}} explicitly with what would need to happen to avoid them affecting the number.
Output format — A short commentary: Headline (forecast + delta), What Moved (bulleted, deal-specific), Confidence & Risks. Under 250 words, direct and specific, no filler.
Guardrails — Do not invent deal names, amounts, or stages not in {{pipeline_data}} or {{deal_changes}}. State confidence honestly, including when it's low, rather than defaulting to optimism. Keep it factual, not a narrative justification.
Example — {{pipeline_data}}="$1.2M in pipeline this week vs $1.4M last week", {{deal_changes}}="Acme Corp ($150k) slipped to next quarter, Beta Inc ($80k) closed won", {{forecast_number}}="$650k committed, 70% confidence", {{risks}}="Gamma LLC deal ($200k) stalled on legal review for 3 weeks".