Automation workflows are used to tell the QuarterOne app how you would like your QuarterOne forecast updated for changes in your CRM data.
Deleted Opportunity Options
Workflow will run automatically when an opportunity is deleted from your CRM. The workflow options are as follows:
Option 1: Remove Opportunity
Any opportunity that is deleted from your CRM system will automatically be removed from QuarterOne. Note, amounts will also be removed from locked periods.
New Opportunity Options
Workflow will run automatically when an opportunity is added to the CRM and reaches one of the synched stages (as defined in the Imported Opportunity Stages). The workflow options are as follows:
Option 1: Add opportunity value to month of close date
New opportunities will automatically be added in full, to the month of their close date.
Option 2: Add opportunity value to unallocated column
New opportunities will automatically be added to the unallocated column and excluded from the forecast until manually assigned to months.
Option 3: Spread opportunity value over duration from month of close date
New opportunities will be spread evenly from the month of their close date for X number of months. Where X is defined by the value in the associated Duration field of the given opportunity.
The Duration field must first be assigned in Optional CRM fields here. Note, where the Duration field value is missing, "0" (Zero) or not recognised, the full value of the opportunity will be added to the month of the opportunity's close date.
Opportunity moves outside synched stages
Workflow will run automatically when an existing opportunity moves outside one of the synched stages (as defined in the Imported Opportunity Stages) - for example if it become Lost. The workflow options are as follows:
Option 1: Remove Opportunity
Any opportunity that moves outside the selected Synch stages will automatically be removed from QuarterOne. Note, amounts will also be removed from locked periods.
Option 2: Do Nothing
Any opportunity that moves outside the selected Synch stages will remain in the forecast until removed manually.
Value changes
Workflow will run automatically when the value of an existing opportunity changes (either increases or decreases) from the value previously synched. The workflow options are as follows:
Option 1: Change existing monthly allocations proportionately
The change in value will automatically be apportioned to each month of the forecast in line with the initial monthly allocation.
Option 2: Add change to unallocated column
The change in value will be added to the unallocated column and the forecast will need to be amended manually.
Close date (month) changes
Workflow will run automatically when the close date of an existing opportunity moves from one month to the next (either forward or backwards) from the value previously synched. The workflow options are as follows:
Option 1: Lag forecast forward or backward by an equivalent number of months
When an opportunity's close date changes, the assigned forecast will also move by an equivalent number of months. Note, no changes will be made if the close date moves within a month.
Option 2: Do Nothing
No changes are made to the forecast from close date changes.
Stage Probability Changes
Workflow will run automatically when the CRM probability of an existing opportunity changes from the value previously synched. This normally occurs when an opportunity moves between sales cycle stages. The workflow options are as follows:
Option 1: Forecast weighting updated to the revised Stage Probability
When the CRM probability weighting of an opportunity changes, the associated Forecast Weighting will automatically be updated to the revised CRM probability.
Option 2: Do Nothing
No changes are made to the Forecast Weighting when the CRM stage probability changes.
Duration changes
Workflow will run automatically when the duration of an existing opportunity changes from the value previously synched. The workflow options are as follows:
Option 1: Do Nothing
No changes are made to the forecast when the duration value of an opportunity changes.
Option 2: Spread opportunity value over duration from month of close date -
The given opportunity will be re-spread evenly from the month of its close date for Y number of months. Where Y is defined as the new value in the associated Duration field.
The Duration filed must first be assigned in Optional CRM fields here. Note, where the Duration filed value is missing, "0" or not recognised, the full value of the opportunity will be added to the month of the close date.