Outcome. Once a week, the sales channel gets one message listing every deal closed lost that week along with its loss reason, so the team spots patterns without opening a report.
Workflow map
Enrollment, branches and actions at a glance
reporting-alerts-011
flowchart TD
A[Weekly schedule: Friday 16:00] --> B[Dashboard report renders: Closed Lost deals, last 7 days]
B --> C[Includes loss reason, amount, owner per deal]
C --> D[Email sent to Slack channel inbound address]
When to use it, when not to
- UseUse it when sales leadership wants a recurring, low-effort read on why deals are being lost, not just how many.
- UseUse it to feed a weekly pipeline review conversation with real, current examples instead of a stale quarterly summary.
- SkipDo not use it if Closed Lost deals do not reliably have a loss reason filled in. A digest full of "reason: blank" lines is not useful; fix data capture on the Closed Lost stage first, for example a required "Closed Lost Reason" property, before building this.
- SkipDo not use this as a substitute for a proper win/loss analysis process. This is a lightweight visibility digest, not root-cause analysis.
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.3 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.2 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 reporting and alerts 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.
