Outcome. Every open renewal deal carries a weighted forecast number and a clear reporting flag, so a finance dashboard can sum a consistent field across all renewal deals instead of every rep interpreting probability differently.
Workflow map
Enrollment, branches and actions at a glance
renewal-expansion-040
flowchart TD
A[Deal Type = Renewal, deal open] --> B{Amount and Renewal Probability Score both known?}
B -->|Yes| C[Set Include In Renewal Forecast Report = true]
B -->|No| D[Set Include In Renewal Forecast Report = false]
D --> E[Notify owner: missing forecast inputs]
When to use it, when not to
- UseUse it once renewal-expansion-022's
Renewal Probability Scorealready exists on renewal deals; this fiche multiplies that score by the deal amount to produce a single weighted forecast number. - UseUse it to feed a HubSpot report or dashboard that sums
Weighted Renewal Forecastacross a saved view of open Renewal deals; the actual company-wide or period rollup happens in that report, not inside this workflow. A workflow acts on one record at a time, it cannot sum many records into a single output. - SkipDo not use it if
Renewal Probability Scoreis not yet populated across renewal deals; the calculation has nothing meaningful to weight against. - SkipDo not present
Weighted Renewal Forecastas a GAAP-compliant revenue recognition figure; it is an internal pipeline planning number built from two CRM fields, not an accounting output.
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.4 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 renewal and expansion 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.
