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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.
On this page
Connector
Connect Capsule CRM, pick your AI tool and paste the prompt.
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.
**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.
02
Read
It learns the milestone order and reads open deals, overdue included.
03
Weigh
It totals and weights deals by milestone, per currency.
04
Report
You get totals, the top ten deals and flagged deals.
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.
capsule-crm-get-milestone
capsule-crm-get-opportunity
capsule-crm-get-user
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.
The outcome
Honest totals and a list of deals to fix
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.
Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.

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