Stale Opportunity Cleanup

Stale Opportunity Formula Generator for RevOps Teams

Generate stale opportunity and CRM cleanup formulas for next-step hygiene and deal inspection in Excel or Google Sheets.

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See the output before you start

Stop dragging dead deals into forecast

Sample input

CSV data

Opportunity,Stage,Last Activity,Next Step
Delta,Pipeline,2026-04-01,
Canyon,Closed Won,2026-04-05,Send welcome note

Prompt

Flag deals as stale when the last activity date in L2 is more than 14 days old and stage in D2 is not Closed Won or Closed Lost.

Generated output

What you get back

Flag deals as stale when the last activity date in L2 is more than 14 days old and stage in D2 is not Closed Won or Closed Lost.

Formula

=AND(TODAY()-L2>14,D2<>"Closed Won",D2<>"Closed Lost")

Why it works

It checks the age of the last activity and excludes already-closed deals from the stale flag.

Example

If L2 is 20 days ago and D2 is Pipeline, the formula returns TRUE so the row can be filtered as stale.

When to use this pack

14-day stale flags before the call.

Missing next-step checks.

Rep-level cleanup scorecards.

Example prompts

Flag deals as stale when last activity date in L2 is more than 14 days old and stage in D2 is not Closed Won or Closed Lost.

Return TRUE when next step in J2 is blank and stage in D2 is Pipeline or Commit.

Count stale opportunities owned by each rep using owner in B2 and last activity in M2.

How it works

Three steps from CSV to finished formula

Paste your data

Drop in a CSV snippet or header row from your CRM export. FormulaGrok reads the column names so the formula fits your sheet.

Describe the logic

Tell it what you need in plain English. The prompt pack pre-fills a relevant starting point so you're not writing from scratch.

Get a formula you can verify

Review the formula, the explanation, and a worked example. Copy it into your spreadsheet or save it as a reusable playbook.

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