Sales pipeline snapshot reporting

When previous and current sales data is uploaded, the workflow will compare sales opportunities for any changes over the last week and send a report so you can quickly identify which opportunities are stale, closed or lost.

Workflow steps in Catalytic

Intake two similar datasets


Compare datasets against each other


Bucket results into unique or changed values


Send comparison results via email



customer ops

document assembly

data processing

Created by: Catalytic

Already a Catalytic user?

Find this installable workflow in the Catalytic platform's Showcase Templates to start configuring this process for yourself.