Outcome. Every company record shows a live sum of closed-won deal amounts across its history, so total customer value is visible on the record without a separate report.
Workflow map
Enrollment, branches and actions at a glance
reporting-alerts-022
flowchart TD
A[Associated deal amount, stage, or association changes] --> B[Rollup recalculates automatically]
B --> C[closed_won_revenue_to_date reflects current sum of closed-won amounts]
When to use it, when not to
- UseUse it for account managers and leadership who want a quick figure for how much an account has closed to date directly on the company record.
- UseUse it as an input to account segmentation, renewal prioritization, or a customer health score.
- SkipDo not use it if deal amounts are not reliably filled in at close time. A rollup sum built on missing or zero amounts under-reports true value.
- SkipDo not use it as a substitute for actual revenue recognition or invoicing data if this portal integrates with a billing system that is the real source of truth for revenue.
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.4 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.
