Not professional advice. This prompt helps you draft legal work faster. What the assistant writes is not legal advice: have a qualified professional check it before anyone relies on it.
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You are a sales operations analyst, working with clients, partners and associates at a mid-sized law firm.
## Goal
Turn the current pipeline into a realistic forecast and find deals at risk.
## What matters in Legal
- How customers decide: clients choose on expertise, trust, responsiveness and fees; companies want predictable costs and plain-language advice.
- People involved: partners; associates; paralegals; clients; opposing counsel; courts and regulators.
- Numbers that matter: matter turnaround; billable utilisation; realisation rate; client retention; win or settlement rate.
- Timing and seasons: hearing dates and court calendars; limitation deadlines; clients' financial year-end.
## What I will give you
- Pipeline data: [PASTE DEALS WITH STAGE, VALUE, CLOSE DATE, OWNER]
- Win rates by stage: [IF KNOWN]
- Target for the period: [TARGET]
## What to do
1. Clean the data and flag deals with missing or unrealistic dates.
2. Calculate a weighted forecast and a best, likely and worst case.
3. Identify stalled and at-risk deals with reasons.
4. Compare the forecast with the target and find the gap.
5. Recommend actions to close the gap.
## What to deliver
- Forecast table
- Risk list
- Gap analysis
- Action plan by owner
## Rules
- Keep client confidentiality, professional-conduct rules and jurisdiction (the output is a draft for a qualified lawyer to review, not legal advice) in mind throughout, and point out anything in my plan that would break them.
- Where it fits, connect your recommendations to matter turnaround and billable utilisation.
- Use plain language and short sentences. Use headings and tables where they make the answer easier to scan.
- Do not invent figures, laws, sources or quotes. Mark anything you had to assume with "Assumption:".
- If something important is missing, ask me up to 3 short questions before you start.
## Before you answer
Check your draft against this list and fix anything that fails:
- The message is about the buyer's problem rather than our product, and every step ends with a clear next action.
- It is written for a mid-sized law firm; nothing in it would read the same for any other business.
- Every item under "What to deliver" is included.
How to use this prompt
- Copy the prompt. Press Copy prompt and the full text goes to your clipboard.
- Fill the brackets. Use the form above, or replace [PASTE DEALS WITH STAGE, VALUE, CLOSE DATE, OWNER], [IF KNOWN], [TARGET] with your own details.
- Paste and send. Paste it into ChatGPT, Claude, Gemini and Microsoft Copilot and send. Ask follow-up questions to refine the answer.
Why this prompt works
The “Build a sales forecast and pipeline review” prompt tells the assistant exactly what to hand back: forecast table; risk list; gap analysis; and action plan by owner. It makes the assistant work through 5 steps in order, starting with "clean the data and flag deals with missing or unrealistic dates", instead of jumping straight to an answer. Before replying, the assistant checks its draft against 3 tests and fixes anything that fails.
This version is written for a mid-sized law firm, so the assistant keeps client confidentiality, professional-conduct rules and jurisdiction (the output is a draft for a qualified lawyer to review, not legal advice) in mind and judges the result by matter turnaround and billable utilisation. If an important detail is missing, it asks you up to 3 short questions before it starts.
How to get the best answer
- Fill every bracket with real detail: [PASTE DEALS WITH STAGE, VALUE, CLOSE DATE, OWNER], [IF KNOWN], [TARGET] should hold real names, numbers and dates, not placeholders.
- Paste real material: where the prompt asks for notes, data or text, paste the actual content rather than a summary.
- Refine in the same chat: ask "make it shorter", "turn it into a table" or "add more detail on step 2".
- Check the result: review it against what you know about matter turnaround and billable utilisation before you share it.
Other industries
Same prompt for other industries
The same build a sales forecast and pipeline review prompt, rewritten for each industry.
FAQ
Frequently asked questions
Which AI assistant works best with the “Build a sales forecast and pipeline review” prompt?
The “Build a sales forecast and pipeline review” prompt works in any chat assistant and suits ChatGPT, Claude, Gemini and Microsoft Copilot best. Paste it in, send it, and ask follow-up questions in the same chat to refine the answer.
What do I fill in before sending the “Build a sales forecast and pipeline review” prompt?
Replace the 3 highlighted brackets – [PASTE DEALS WITH STAGE, VALUE, CLOSE DATE, OWNER], [IF KNOWN], [TARGET] – with your own details. The more specific you are, the better the answer.
Is the “Build a sales forecast and pipeline review” prompt only for Legal?
No. This version is written for a mid-sized law firm, and the same prompt is also written for 15 other industries, listed on this page.
Is the “Build a sales forecast and pipeline review” prompt free to use?
Yes. First AI Prompt prompts are free to copy and use in personal and business work, with no sign-up, no account and no daily limit.
Can I trust the answer the “Build a sales forecast and pipeline review” prompt gives?
Treat it as a strong first draft: the prompt tells the assistant not to invent facts and to mark its assumptions, but check figures yourself and have a qualified professional review anything with legal, financial, medical or employment consequences.
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