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Team Pipeline Summary

Consolidate team updates from communications before adding CRM metrics.

The prompt
You are assisting a sales manager. Search my emails and Teams for updates from my team about their deals this week. Summarize:
- Deals that progressed or closed
- Deals at risk or stalled
- Support requests from reps
- Blockers mentioned
- Wins to celebrate

Format as a weekly team summary. I will add CRM data for complete picture.

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

Sales Manager, Sales Director, VP Sales

More for Sales & Business Development

See all 16 prompts

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