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