Outcome. Every open deal gets its amount, stage, and probability captured into snapshot properties on the last day of each quarter, so a quarter-over-quarter forecast comparison exists without exporting the pipeline by hand every time.
Workflow map
Enrollment, branches and actions at a glance
deal-hygiene-039
flowchart TD
A[Scheduled quarter-end run, deal still open] --> B[Copy Amount to Quarter End Amount Snapshot]
B --> C[Copy Deal stage to Quarter End Stage Snapshot]
C --> D[Copy Deal Probability to Quarter End Probability Snapshot]
D --> E[Set Last Snapshot Date to today]
When to use it, when not to
- UseUse it if sales leadership wants to compare "what did we think Q3 forecast looked like on September 30" against how deals actually resolved, without relying on a report someone manually saved that day.
- UseUse it as a snapshot mechanism only, this fiche does not build the comparison report itself, it produces the data a report or export can later read.
- SkipDo not use this if your portal has the native Forecast tool's historical view already covering this need at the team level, check first, this fiche is for a per-deal record of the snapshot, not a replacement for team-level forecast history.
- SkipDo not treat the snapshot date as exact to the minute, calendar-quarter boundaries are not something a standard filter-based workflow evaluates on its own, see Known pitfalls.
The preview ends here. Six sections are in the library.
counted, not blurred
PrerequisitesEvery property with its label, internal name, type and options, plus the assets the workflow needs before you start.5 items
EnrollmentThe trigger, the criteria exactly as they are ticked in the UI, the re-enrollment rule and the suppression list.4 parts
StepsEach action in order with its parameters, its branches and its delays, written as you tick them.4 numbered actions
Known pitfallsTraps seen in production, each with what breaks and what to do instead.5 pitfalls
Test plan, variants and build specHow to prove it works in a test portal, where to look when it does not, the variants for other objects or tiers, and the YAML build spec.3 variants, 3 sections
FilesThe properties JSON creates the fields in one API call, the workflow JSON documents the build.PDF, Markdown, JSON
Install1 click. The installer creates the properties this spec declares and the workflow itself, switched off, then opens a task for the prerequisites that are assets rather than properties, such as a team, a static list or a marketing email. What it created is listed on the install page.1 click, switched off
Unlock the full library,
149 EUR
or the deal hygiene pack, 39 EUR
One-time, excl. VAT. 30-day refund, no questions asked. Founding prices until 31 October, then 199 and 59 EUR. Includes every spec added later, up to the full 500, and the one-click installer on the full library. Building on client portals? The agency licence at 449 EUR covers unlimited client portals.
