Home · Business tools · Find the Salesforce opportunities that have stalled, and why
Find the Salesforce opportunities that have stalled, and why
The forecast looks fine until month end. Get opportunities with no stage change in 21+ days, the pattern behind them and a next step for each owner.
The prompt · ChatGPT
Find stalled opportunities in Salesforce. If my data from this tool is available to you in this chat through a connected app, use it and tell me which records you used; if not, work only from the export or text I've
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What you get (sample answer)
Sam: Hartley Joinery — Proposal — 4,800 — 28 days. Alex: Moss Electrics — Negotiation — 2,100 — 24 days. Pattern: stall after proposal; close dates slip without stage change. Next: Sam send programme + ask start week; Alex book price call. Past close: Brookside — update or close.
Export an Opportunities report from Salesforce as a CSV, or pull it into Google Sheets with the free Data connector for Salesforce add-on (Extensions, Data connector for Salesforce, sign in with your Salesforce login;…
If your org has Hosted MCP Servers (Flex Credits), an admin connects them to Claude or ChatGPT instead.
Paste the prompt above and attach the report.
Why it helps
Opportunities sit at the same stage for weeks and the forecast doesn't change until they're lost.
Tools
Paste the prompt, fill the blanks, copy the draft.
- ChatGPT — required. Works with the business tool named on this recipe. You stay in control of what gets sent.