As of 13 August 2026, AI can summarise your sales pipeline.

What to actually do

1. Use a tool built for this

   The route this page recommends

2. Do it yourself

   Second choice

   A chat interface, chat-fluent skill, and roughly 30 minutes until you can act on the result.

   How to actually do it

   1. Open your CRM pipeline report and export the open-deal fields for account, opportunity, owner, stage, value, expected close date, last activity and next step.
   2. Gather the current definitions for each pipeline stage, your reporting period and any internal rule used to mark a deal as stalled or overdue.
   3. Remove personal contact details that are not needed, then paste the export and the definitions into the prompt.
   4. Ask the chatbot to produce the executive summary, deal table, evidence-based exceptions and manager questions specified in the prompt.
   5. Compare every deal value, stage, date, owner and activity claim against the original CRM export, correcting transcription errors and omitted deals.
   6. Ask each deal owner to confirm the flagged risks and next steps, then update the CRM before sharing the final summary with the sales team.

   Prompt

   Summarise the sales pipeline data below for a UK sales team. Use only the supplied data and do not invent facts, probabilities, dates, values or next steps.
   
   Produce:
   1. A short executive summary.
   2. A table of every open deal with account, opportunity, stage, value, expected close date, owner, last activity, next step and any missing fields.
   3. Deals that appear stalled, using only explicit evidence such as an old last-activity date, a missing next step or an overdue close date. Label these as "needs checking", not as facts about buyer intent.
   4. Deals with a stated next step due soon or already overdue.
   5. Changes or inconsistencies in the data, including duplicate deals, conflicting stages, blank values and dates that do not make sense.
   6. Three questions a sales manager should ask the owners before using this pipeline for planning.
   
   Separate reported facts from your interpretation. Do not forecast revenue, assign win probabilities or recommend closing dates unless those are already present in the data. Preserve the currency and date formats supplied. Keep customer and contact information to the minimum needed for the analysis.
   
   Pipeline data:
   [PASTE CRM EXPORT OR TABLE HERE]
   
   Pipeline definitions and rules, if available:
   [PASTE STAGE DEFINITIONS, REPORTING PERIOD AND INTERNAL RULES HERE]

   Open it prefilled in ChatGPT or Claude, or copy it into Gemini, which takes no prefill link.

3. Hand it to a person

   The distant third

   A person who owns the outcome does this end to end, worth it when the failure is dear.