Workbase Live

Forecast Update Alert

Summary

Alert the sales manager when an update to a forecast is more than 5% of the total forecast for the quarter.

Business Impact

Fast visibility into deal progression - quickly take mitigating steps if an opportunity begins to slip. Save time from having to manually inspect forecast changes.

Integrations

Salesforce

Slack

Tables

Tables are data pulled from your integrations

Opportunities

This stores a record for each opportunity

Opportunities History

This stores each change to an opportunity

Relationships

Relationships allow you to relate your different sources of data

Opportunity History

belongs to

Opportunity

when

OpportunityID

matches

Formulas

Formulas are used to run calculations on your data

current_amount	the current amount of the opportunity
	Amount
previous_amount	the previous amount of the opportunity
	LAST(SELECT(SORT(opportunity_histories, "CreatedDate",-1), "Amount"))
percent_change	the difference between the current_amount and the previous_amount divided by the previous_acmount
	(current_amount - previous_amount)/previous_amount
dollar_change	the difference between the current_amount and the previous_amount
	ABS(current_amount - previous_amount),0)

Triggers

Triggers are a set of conditions that set a Workbook into play

The trigger is set to look for opportunities whose amount has been changed by more than 5% and by more than $5,000.

where
percent_change
>
0.05

and
dollar_change
>
5000

Actions

Actions are events that take place once a Workbook is triggered

The action is set to send a Slack message to the opportunity owner and opportunity owner’s manager informing them of the changes detected.

Send Slack

{{Name}} seen a {{percent_change*100}}% change in value, worth {{dollar_change}}$. The expected close date is {{DISPLAY(CloseDate)}}.

Write Backs

Write backs are used to sync a value back to a field from your data