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

1

Compare datasets against each other

2

Bucket results into unique or changed values

3

Send comparison results via email

4

Tagged:

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.