Alert the sales manager when an update to a forecast is more than 5% of the total forecast for the quarter.
Fast visibility into deal progression - quickly take mitigating steps if an opportunity begins to slip. Save time from having to manually inspect forecast changes.
The trigger is set to look for opportunities whose amount has been changed by more than 5% and by more than $5,000.
The action is set to send a Slack message to the opportunity owner and opportunity owner’s manager informing them of the changes detected.