Knowing when an opportunity has moved out of a quarter is a key insight for forecasting.
​
To trigger an alert to when an opportunity's close date moves from one quarter to another, you can flag this movement using the Update/ Create alert type.
​
You'll notice that there is a special condition type called "Pushed out of Quarter" select the version that aligns with your fiscal year (calendar year = Jan, Apr, Jul, Oct | Offset = Feb, May, Aug, Nov).
​
​

If you only want the alert to trigger for or opportunities pushed out of the current quarter, you'll need to add one more condition, leveraging the prior value capability.
​
Illustrated in the screenshot below, the condition set reads: If the close date was pushed out of quarter AND the prior close date value was in this current quarter, trigger an alert.
​
​

And there you have it! This is a powerful visibility workflow that can be leveraged in a few ways:
​
1. Know BEFORE your forecasting meetings which opportunities have experienced movement that impacts a quarter's forecast.
​
2. Provide leadership with visibility on movement for key deals by adding additional conditions related to segment, deal value, etc.
​
3. Create coaching opportunities for managers. Sending this type of alert as a Group DM to the Rep on the Opp and their Manager gives the manager immediate visibility to deals that are slipping and allows for quick coaching/ intervention to potentially reel the deal back in!
​
​
SEE ALSO:
​Prior Value Fields
​Create/ Update Alerts