Enable automation features for opportunities to eliminate manual updates, enhance data consistency, and empower you to conduct better-informed sales workflows.

Features

• Forecast category automation
  Automatically sets the forecast category based on the opportunity’s current stage. Keeps pipeline analytics aligned with sales processes via stage-to-category mapping. Updates are default and editable based on access levels.

• Probability automation
  Automatically fills the opportunity’s probability field as per the configured stage-probability mapping. Reflects increasing confidence as deals progress. Can be overridden by users.

• Calculated weighted amount
  Automatically calculates the weighted amount based on the opportunity amount and probability. Helps estimate likely revenue contribution across pipeline segments.

• Manual trigger
  /AutomateByStageConfiguration Allows you to set probability values based on the stage, and calculates the weighted amount accordingly.

/AutomateByForecastCategory Allows you to define probability values for each forecast category and calculate the weighted amount based on those values.
/syncOpportunityData This command backfills existing opportunities using the entered values.

Installation

For detailed installation and configuration instructions, refer to the documentation.