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Know which stalled or overdue deals need attention
For sales managers who want a weighted Business Central pipeline and the deals that need attention, by asking their AI assistant.
On this page
Connector
Connect Microsoft Dynamics 365 Business Central, pick your AI tool and paste the prompt.
The problem
Pipeline totals hide the deals that need attention
Pipeline reviews often focus on the total and miss overdue closes, deals stalled far beyond their usual cycle and value likely to close this month. Spotting them means checking every opportunity against its sales cycle.
Without PopdockAI
- Export open opportunities
- Check each one against its sales cycle
- Weight value by stage in a spreadsheet
- Miss the deal stalled for months
With PopdockAI
- Value is totalled by status and salesperson
- The pipeline is weighted by each stage's chance of success
- Overdue, stalled and soon closing deals are listed
- A headline and view by salesperson, and nothing is changed
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Review the open sales pipeline, optionally for salesperson `{salesperson}`, and say which deals need attention.
Pass `{company}` as the company argument on every call. If `{company}` is empty, leave the company argument out so the connector's default company is used.
**Step 1: Salesperson**
If `{salesperson}` is given, call `business-central-get-salesperson` with name.contains set to it (or salesperson-code if it looks like a code). If several match, list them and stop.
**Step 2: Open opportunities**
Call `business-central-get-opportunity` with closed false, and salesperson-code when one was chosen. Raise max-records to 500.
**Step 3: Stages**
For each distinct sales-cycle-code call `business-central-get-sales-cycle` with sales-cycle-code for its description, and `business-central-get-sales-cycle-stage` with sales-cycle-code to learn the stages, their chances-of-success and average-number-of-days.
**Step 4: Analyse**
* Estimated-value and current-value totals, and value by status and by salesperson
* Overdue: estimated-closing-date before today
* Closing soon: estimated-closing-date in the next 30 days
* Stalled: creation-date more than twice the sales cycle's typical duration ago and still not closed
* Weighted pipeline: sum of estimated-value times chances-of-success
**Step 5: Report**
* Headline: open deals, total value, weighted value
* By salesperson: deals, value, weighted value, overdue count
* Overdue and stalled deals: number, description, contact company, salesperson, value, estimated close
* Deals closing in the next 30 days
**Rules & Guidelines:**
* This prompt is read-only. Do not call any tool named business-central-create-* or business-central-update-*, in particular not `business-central-update-opportunity` or `business-central-create-opportunity`.
**Validation:**
* If there are no open opportunities, say so and stop.Who it's for
One answer, three teams that use it
Sales managers
Run pipeline reviews on what matters
Go into the review with overdue and stalled deals already listed, not just a total.
Review the Business Central pipeline and list stalled and overdue deals by salesperson.
Sales reps
Clean up your own pipeline
See your overdue closes and deals stuck past their cycle so you can update or chase them.
Which of my opportunities in Business Central are overdue or stalled? My salesperson code is PS.
Revenue leaders
Forecast with a weighted view
Stage weighting and deals closing in the next 30 days give a more realistic number than the raw total.
What is our weighted pipeline in Business Central, and what is likely to close in the next 30 days?
How it works
What PopdockAI does when you ask
You optionally name a salesperson and your AI assistant reviews the open pipeline in Business Central. You get the deals that need attention, and nothing is changed.
01
Ask
You optionally name a salesperson.
02
Read
It reads open opportunities with their sales cycles and stages.
03
Analyze
It weights value by stage and finds overdue, stalled and soon-closing deals.
04
Report
You get a headline, a view by salesperson and deals that need attention.
The outcome
A weighted pipeline and the deals to act on
Related use cases
More ways to put this data to work
One prompt template with infinite possibilities.
Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.
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