Sales Execution and Deal Portfolio Management

This analysis helps sales teams identify at-risk deals, prioritize intervention efforts, and create actionable recovery plans to optimize pipeline performance and improve deal closure rates. The prompts enable both strategic portfolio oversight and tactical deal-specific interventions.

QUERY:

If I'm focusing on my [REGION] region and I'm thinking about companies under [REVENUE_THRESHOLD] in annual revenue, what are my deals that are potential for what are the main blockers?

Goal: Identify potentially at-risk deals within a specific region and revenue segment to prioritize sales team focus and resources.

QUERY:

Dig into this [DEAL_NAME] deal for me. What are my biggest risks? What do I need to be on the lookout for? And create a visual guide or presentation that showcases this for me.

Goal: Generate a comprehensive risk analysis and recovery plan for a specific deal, including visual presentation materials for stakeholder communication.

QUERY:

Bring up the top five most important deals that are at risk.

Goal: Surface the highest-priority at-risk deals to focus immediate management attention and intervention efforts.

QUERY:

I want to understand my closed lost deals for [FISCAL_YEAR] [TIME_PERIOD]. Can you create a nice dashboard quickly that helps to showcase this for our various products?

Goal: Create visual dashboards to analyze closed lost deals and identify patterns for strategic improvement initiatives.

Teams:

Sales Directors Sales Leadership Sales Reps

Sources:

Dynamics 365 HubSpot Pipedrive Salesforce Zoho CRM

Watch:

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