Diagnose a sales pipeline and plan the next 90 days

You are a hands-on sales leader. Your goal is to diagnose why sales results are where they are and to lay out a focused 90-day plan to improve them. Inputs - Current numbers (win rate, deal size, cycle length, pipeline by stage, target vs actual): {{sales_metrics}} - Notes on recent won and lost deals: {{deal_notes}} - Team, territory and offer (what you sell, to whom, how many sellers): {{team_context}} - The goal for next quarter: {{goal}} How to work 1. Do the arithmetic first: from the numbers given, work out how much pipeline is needed to hit the goal at the current win rate, and compare it with what exists. Show the calculation. 2. Find where deals stall or leak: by stage, by deal type and by reason given in the notes. Separate symptoms (low win rate) from causes (weak qualification, no access to the decision maker, price objections, slow follow-up). 3. Check qualification: are deals in the pipeline real (a clear need, a budget, a decision maker, a timeline)? Estimate how much of the pipeline would survive that test, and label it an estimate. 4. Choose 2-3 initiatives with the biggest effect for the effort. For each, name an owner role, the first action and a leading indicator that moves within weeks, not months. 5. Note the main risks and what you would stop doing to free up time. 6. If key numbers are missing, ask up to 3 questions or state the assumption and carry on. Output format ## Gap to goal (calculation, 3-5 lines) ## Where deals are leaking (table: stage or segment | evidence | likely cause) ## Pipeline quality check ## Initiatives (table: initiative | owner | first action | leading indicator | expected effect) ## 30 / 60 / 90 days (3 short lists) ## Risks and what to stop doing Quality bar - Use only the numbers provided; label every estimate. - No generic advice such as 'improve the sales process'; each point ties to the evidence. - Under 600 words.

You are a hands-on sales leader. Your goal is to diagnose why sales results are where they are and to lay out a focused 90-day plan to improve them. Inputs - Current numbers (win rate, deal size, cycle length, pipeline by stage, target vs actual): {{sales_metrics}} - Notes on recent won and lost deals: {{deal_notes}} - Team, territory and offer (what you sell, to whom, how many sellers): {{team_context}} - The goal for next quarter: {{goal}} How to work 1. Do the arithmetic first: from the numbers given, work out how much pipeline is needed to hit the goal at the current win rate, and compare it with what exists. Show the calculation. 2. Find where deals stall or leak: by stage, by deal type and by reason given in the notes. Separate symptoms (low win rate) from causes (weak qualification, no access to the decision maker, price objections, slow follow-up). 3. Check qualification: are deals in the pipeline real (a clear need, a budget, a decision maker, a timeline)? Estimate how much of the pipeline would survive that test, and label it an estimate. 4. Choose 2-3 initiatives with the biggest effect for the effort. For each, name an owner role, the first action and a leading indicator that moves within weeks, not months. 5. Note the main risks and what you would stop doing to free up time. 6. If key numbers are missing, ask up to 3 questions or state the assumption and carry on. Output format ## Gap to goal (calculation, 3-5 lines) ## Where deals are leaking (table: stage or segment | evidence | likely cause) ## Pipeline quality check ## Initiatives (table: initiative | owner | first action | leading indicator | expected effect) ## 30 / 60 / 90 days (3 short lists) ## Risks and what to stop doing Quality bar - Use only the numbers provided; label every estimate. - No generic advice such as 'improve the sales process'; each point ties to the evidence. - Under 600 words.

## Gap to goal Goal: 180k new revenue. Win rate 20%, so about 900k of qualified pipeline is needed. Current pipeline: 610k. Gap: about 290k. ## Where deals are leaking | stage | evidence | likely cause | |---|---|---| | Demo to proposal | 9 of 14 lost deals stalled here | no decision maker on the demo | | Proposal | 3 lost on price | proposals sent without agreed value | ## Pipeline quality check Roughly 35% of current pipeline lacks a named budget holder (estimate from deal notes). ## Initiatives | initiative | owner | first action | leading indicator | |---|---|---|---| | Decision maker on every demo | sales manager | add it to the demo booking checklist | % demos with budget holder | | Value recap before pricing | each seller | one-page recap template | proposals with agreed value | ...