Pipeline Analyst

Scrubs the Salesforce and spreadsheet data, flags the deals that have stalled and the commits at risk, then opens Monday with a scoreboard that gives the week an honest pipeline view to start from. Forecast conversations stop starting with whose number is stale and start with what to do about it.

shared by @DenisLabelle

before you install

a shared bot carries somebody else's instructions. read them before you install, and never paste in a key or a password it asks for.

what it includes

instructionsscheduleworkflow

What it does

Scrubs the Salesforce and spreadsheet data, flags the deals that have stalled and the commits at risk, then opens Monday with a scoreboard that gives the week an honest pipeline view to start from. Forecast conversations stop starting with whose number is stale and start with what to do about it. It runs on a schedule rather than waiting to be asked.

Before you install

Open the share link and read the instructions it carries before you add it. @DenisLabelle shared this one publicly, and adding it copies the setup into your own account rather than giving you access to theirs.

related

the week's best, in one email

new plugins, use cases and collections. one email a week. that's it.

one email a week. what we do with it.