Stuck Pipeline Alerting
Petavue, please:
1. Scan all open opportunities created in the past 12 months.
2. Identify any deals that haven’t moved stages for 30 days or more.
3. Report each stalled deal with:
- Opportunity Name (with link)
- Current Stage and Days Stuck
- Owner
- Date & Type of Last Activity
4. Action: For each stalled deal, create a Salesforce follow-up task:
- Title: “Re-engage stuck deal"
- Due Date: Two days from today
- Priority: High
5. Notify: Post a summary of these tasks to the #sales-alerts Slack channel.
- Which pipeline stages have the highest concentration of stuck deals?
- Which deal owners have the most overdue follow‑up tasks?
- What common factors (e.g. deal size, vertical) are shared by stuck opportunities?
- How has re‑engagement within 48 hours impacted stage movement historically?
- Recommend tailored next steps for deals in the Proposal and Negotiation stages.
What This Prompt Does
This prompt analyzes all open opportunities created in the past 12 months and identifies those that have remained in the same stage for 30 days or more. It pulls key details—opportunity name with link, current stage and days idle, owner, and last activity date and type—then automatically creates a high-priority “Re-engage stuck deal” task in Salesforce due in two days. A consolidated summary of at-risk deals is posted to the #sales-alerts Slack channel for immediate visibility.
Strategic Impact
Automating stuck-deal detection and follow-up keeps your pipeline moving and strengthens forecast reliability.
Business outcomes:
→ Prevents silent pipeline decay by surfacing idle opportunities early
→ Accelerates deal progression with timely re-engagement tasks
→ Improves forecast accuracy through real-time alerts on at-risk deals