Skip to main content

Deal Progress Summary

Get a complete picture of deal progress from scattered communications before pipeline reviews.

The prompt
Search my emails and Teams for all correspondence related to the [Deal Name/Opportunity] with [Account Name]. Summarize:
- Current deal stage and next steps discussed
- Key decision makers involved
- Objections or concerns raised
- Pricing discussions (without specific numbers)
- Timeline expectations mentioned
- Competitive threats discussed

This is for my pipeline review preparation.

How to use it

  1. 1Select Copy the prompt above.
  2. 2Paste it into Microsoft 365 Copilot.
  3. 3Replace anything in brackets with your own detail, then send it.

Copilot gathers and drafts. You verify and decide. Check every figure, name and date against the system it came from before you act on it.

Written for

Account Executive, Sales Manager, Enterprise AE

More for Sales & Business Development

See all 16 prompts

From the source collection in awesome-microsoft-copilot-prompts, licensed CC BY-SA 4.0.