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Pipedrive Prompt Library
Ready-to-use AI prompts to analyze your Pipedrive data, optimize your sales pipeline, and generate actionable reports. Customize with your account name and date range, then paste into ChatGPT, Claude, or Gemini.
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Showing 16 prompts
See available Pipedrive metrics & breakdowns →Reporting
Weekly Pipeline Summary
Get a weekly snapshot of your pipeline.
Pull pipeline data from my Pipedrive account for the last 30 days. Show: Deals Created, Total Value, Deals Won, Revenue Won, Deals Lost, Win Rate, Average Deal Size, and Average Time to Close. Include week-over-week changes.
Reporting
Monthly Sales Report
Comprehensive monthly sales report.
Generate a monthly report for my Pipedrive account covering the last 30 days. Include: 1) Pipeline value by stage. 2) Won/lost deal summary. 3) Top 5 deals by value. 4) Rep performance comparison. 5) Activity summary. 6) Recommendations.
Reporting
Deal Stage Analysis
Analyze deals by pipeline stage.
From my Pipedrive account for the last 30 days, show pipeline by stage: Stage, Deal Count, Total Value, Average Age, Conversion Rate, and Stalled Deals. Where are deals getting stuck?
Reporting
Sales Activity Report
Track sales activities and their outcomes.
Analyze activities from my Pipedrive account for the last 30 days. Show: Activity Type (calls, emails, meetings), Count, Deals Touched, and Correlation with Won Deals. Which activities are most effective?
Optimization
Pipeline Velocity Optimization
Speed up your sales cycle.
Analyze deal velocity for my Pipedrive account during the last 30 days. For each stage: Average Days, Conversion Rate, and Bottlenecks. Compare won vs lost deal patterns. Recommend specific actions to accelerate deals.
Optimization
Win Rate Improvement Strategy
Identify patterns in won vs lost deals.
Compare won vs lost deals from my Pipedrive account for the last 30 days by: Source, Size, Industry, and Activities. What differentiates winners? Recommend strategies to improve win rate.
Optimization
Activity Cadence Optimization
Optimize sales activity patterns.
Analyze activity patterns for won deals in my Pipedrive account during the last 30 days. Show: Activities per Deal, Activity Types, Timing, and Frequency. What's the optimal activity cadence for closing deals? Recommend activity targets per rep.
Optimization
Deal Prioritization Framework
Prioritize deals for maximum revenue impact.
Analyze open deals in my Pipedrive account for the last 30 days. Score each by: Deal Value, Win Probability (based on stage and velocity), Days Since Last Activity, and Expected Close Date. Which deals should reps focus on? Recommend a deal prioritization framework.
Analysis
Revenue Trend Analysis
Track revenue trends over time.
Analyze revenue trends from my Pipedrive account for the last 30 days. Show: Weekly/Monthly Revenue, Deal Count, Average Deal Size, and Win Rate. Is revenue growing? Are there seasonal patterns? What's driving trends?
Analysis
Lead Source Analysis
Evaluate which lead sources drive the best deals.
Analyze deals by lead source from my Pipedrive account for the last 30 days. For each source: Deals Created, Won, Revenue, Win Rate, Average Deal Size, and Sales Cycle. Which sources produce the highest-value deals? Recommend lead generation priorities.
Analysis
Sales Rep Performance Analysis
Deep-dive into individual rep performance.
Compare rep performance from my Pipedrive account for the last 30 days. For each rep: Pipeline Created, Deals Won, Revenue, Win Rate, Average Cycle Time, and Activity Volume. Who are top performers? Which reps need coaching? Recommend performance improvement strategies.
Analysis
Lost Deal Analysis
Understand why deals are being lost.
Analyze lost deals from my Pipedrive account for the last 30 days. Show: Loss Reason Distribution, Average Time Before Loss, Stage Where Most Deals Are Lost, and Deal Size Distribution of Lost Deals. What are the top reasons for losing? Recommend preventive strategies.
Audit
Pipeline Health Check
Comprehensive pipeline health check.
Perform a health check for my Pipedrive account using data from the last 30 days. Evaluate: 1) Pipeline coverage (pipeline value vs target). 2) Stage distribution balance. 3) Deal aging. 4) Activity logging. 5) Data completeness. Give a health score from 1-10.
Audit
Data Quality Audit
Assess CRM data quality.
Audit data quality in my Pipedrive account for the last 30 days. Check: 1) Deals missing close dates or values. 2) Contacts missing key fields. 3) Stale deals (no activity 30+ days). 4) Duplicates. Quantify issues and recommend cleanup.
Audit
Pipeline Hygiene Audit
Clean up stale deals.
Audit pipeline hygiene for my Pipedrive account during the last 30 days. Identify stale deals, past-due deals, and deals without next activities. Calculate stale pipeline value. Recommend cleanup actions.
Audit
Sales Process Audit
Evaluate sales process effectiveness.
Audit the sales process in my Pipedrive account for the last 30 days. Check: 1) Stage conversion consistency. 2) Activity requirements per stage. 3) Process adherence across reps. 4) Automation effectiveness. Recommend improvements.
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