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Review the Capsule CRM pipeline
Report

Review the Capsule CRM pipeline with honest weighted totals

For sales leaders who want pipeline totals by milestone and the deals that need attention, without building a spreadsheet, from their AI.

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Review the Capsule CRM pipeline
Review our Capsule CRM pipeline for deals closing in the next 90 days.
64 open deals close within 90 days, worth 1.42 million USD, weighted 618,000. - Proposal: 18 deals, 512,000 weighted 256,000 - Top deal: Contoso renewal, 62,000 at 70 percent - Flags: 9 past their close date, 4 with no value - Thin: few deals at Negotiation Want the flagged deals by owner?
Capsule CRM
Sample figures. Your results come from your own account.
capsule-crm-get-milestone
capsule-crm-get-opportunity
capsule-crm-get-user

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Capsule CRM

Capsule CRM
Run it on your own Capsule CRM data.

Connect Capsule CRM, pick your AI tool and paste the prompt.

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The problem

Pipeline totals that look healthier than they are

Reviewing a Capsule CRM pipeline means exporting deals, grouping them by milestone, weighting by probability and keeping currencies apart. Overdue deals and deals with no value hide in the totals and flatter the forecast.

Without PopdockAI

  • Export open deals to a spreadsheet
  • Group by milestone and weight by probability
  • Keep currencies apart by hand
  • Miss overdue and incomplete deals in the totals

With PopdockAI

  • Milestone order is learned and open deals read, overdue included
  • Count, total and weighted value per milestone and currency
  • The ten largest weighted deals are listed
  • Overdue, valueless and undated deals are flagged, nothing changed

The prompt

Use this prompt

Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.

Prompt
**Objective:** Review the open sales pipeline for `{owner-name}` (leave blank for everyone) for deals expected to close within `{close-within-days}` days (default 90), including any that are already past their expected close date.

**Step 1: Learn the pipeline**

Call `capsule-crm-get-milestone` with no filters. Note each milestone's name, probability and complete flag. Milestones with complete = true are closing milestones (Won and Lost). Order the open milestones by probability, lowest first; this is the pipeline order.

**Step 2: Pull open deals**

Call `capsule-crm-get-opportunity` with expected-close-date.to = today plus {close-within-days} days, owner-name = {owner-name} when given, and max-records = 500. Leave expected-close-date.from empty so overdue deals are included. Drop any row with a closed-on-date or whose milestone-name is a closing milestone.

**Step 3: Analyse**

* Weighted value = value x probability / 100. Use the deal's own probability; fall back to its milestone's probability when empty.
* Group by milestone in pipeline order: count, total value, weighted value.
* Never add values across different currencies. Total each currency separately.
* Flag: expected close date before today; no value; probability 0 on an open milestone; no expected close date.

**Step 4: Report**

1. A table by milestone: milestone, count, total value, weighted value (per currency).
2. The ten deals with the highest weighted value: name, party, owner, milestone, value, probability, expected close date.
3. The flagged deals, grouped by flag, each with its name, party and owner.
4. Two or three sentences on where the pipeline is thin or overloaded.

**Rules & Guidelines:**

* This prompt is read-only. Do not call `capsule-crm-add-note`, `capsule-crm-update-note`, `capsule-crm-add-task`, `capsule-crm-update-task`, `capsule-crm-add-opportunity`, `capsule-crm-update-opportunity`, `capsule-crm-add-case`, `capsule-crm-update-case`, `capsule-crm-add-party` or `capsule-crm-update-party`.
* Report the numbers as they are stored. Do not re-forecast probabilities.

**Validation:**

* If no open deals match, say so and state the filters you used.
* If {owner-name} matches no deals, call `capsule-crm-get-user` with name.contains = {owner-name} and suggest the closest real user names.
* If the read returns exactly max-records rows, say the pipeline is truncated.

Who it's for

One answer, three teams that use it

Sales directors

Run the pipeline review from facts

Start the meeting with weighted totals by stage and the deals that need attention.

Review the Capsule CRM pipeline for deals closing in the next 60 days.

Account executives

Tidy your deals before review

Find your deals past their close date or missing a value.

Review my Capsule CRM pipeline for this quarter and flag anything incomplete. I am Sam Patel.

Finance analysts

Forecast with currencies apart

Get weighted pipeline per currency without converting or mixing totals.

Give me weighted Capsule CRM pipeline by milestone and currency for the next 6 months.

How it works

What PopdockAI does when you ask

You name an owner and window, and your AI assistant builds the pipeline review from Capsule CRM. Numbers are reported as stored and nothing is re-forecast.

01

Ask

You name an owner, or none, and how far ahead to look.

Your AI tool

02

Read

It learns the milestone order and reads open deals, overdue included.

capsule-crm-get-milestone
capsule-crm-get-opportunity
capsule-crm-get-user

03

Weigh

It totals and weights deals by milestone, per currency.

No items found.

04

Report

You get totals, the top ten deals and flagged deals.

Your AI tool

What PopdockAI provides

The tools behind the answer

Ready made tools for Capsule CRM and one secure connection to your AI tool. No code, no exports.

get-data

capsule-crm-get-milestone

Returns the Capsule CRM sales pipeline milestones with probability, days until stale and whether each is a closing milestone. Filter by name or closing flag.
get-data

capsule-crm-get-opportunity

Returns Capsule CRM sales opportunities with milestone, value, currency, probability, expected close date, owner and lost reason. Filter by name, party, owner, milestone, value range, expected close date or closed date.
get-data

capsule-crm-get-user

Returns Capsule CRM users with username, email, locale, time zone and currency. Filter by name or username. Use it to find the user id an assignment needs.
Read only.Nothing in Capsule CRM Changes

This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.

How Popdock AI secures your data

The outcome

Honest totals and a list of deals to fix

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Related use cases

More ways to put this data to work

All Ramp use cases

One prompt template with infinite possibilities.

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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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