Workbase Live

Growth Rate

Summary

Expansion or upsell opportunity if accounts have an uptick in volume in the last month compared to the last half year. It is also a signal for customer success to provide more support.

Business Impact

Upsell or expansion opportunities occur when there is an uptick in transaction volume for an account. There is also an opportunity for customer success to provide additional support.

Integrations

Salesforce

Redshift

Slack

Tables

Tables are data pulled from your integrations

Accounts

This stores a record for each account

Transactions

This stores the number of transactions per month

Relationships

Relationships allow you to relate your different sources of data

Transactions

belongs to

Accounts

when

UUID

matches

UUID__c

Formulas

Formulas are used to run calculations on your data

transactions_volume_1_m	the average tranactions volume for the last month
	AVERAGE(SELECT(FILTER(bigquery_transactions, 'month', 'is after', TODAY(-1, 'month')), 'volume'))
transactions_volume_6_m	the average tranactions volume for the last 6 months
	AVERAGE(SELECT(FILTER(bigquery_transactions, 'month', 'is after', TODAY(-6, 'month')), 'volume'))
growth_rate	the growth rate over the last 6 months
	(transactions_volume_1_m/transactions_volume_6_m-1) * 100

Triggers

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

The trigger is set to look for growth rate of more than 5%.

transactions_volume_1_m	the average tranactions volume for the last month
	AVERAGE(SELECT(FILTER(bigquery_transactions, 'month', 'is after', TODAY(-1, 'month')), 'volume'))
transactions_volume_6_m	the average tranactions volume for the last 6 months
	AVERAGE(SELECT(FILTER(bigquery_transactions, 'month', 'is after', TODAY(-6, 'month')), 'volume'))
growth_rate	the growth rate over the last 6 months
	(transactions_volume_1_m/transactions_volume_6_m-1) * 100

Actions

Actions are events that take place once a Workbook is triggered

The action is set to send a Slack message to the account owner informing them of the growth rate.

{{Name}} has had a significant growth rate of {{ROUND(growth_rate,2)}}%.
The standard email template is here. And the Salesforce URL is here.
Please reach out!

Write Backs

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

growth_rate
->
Growth_Rate__c