Revenue Goal Countdown

Smart CRM & Sales Hub Sales Hub Tools
1

We have a new added revenue goal for Q4 and want to create an automated countdown as we close new revenue.

We want this countdown automation to display in our slack channel.

Is this possible?

2

Hi @JFotu

Thank you for reaching out.

I want to tag some of our experts on this - @coldrickjack @jolle do you have any thoughts for @JFotu on this?

Thank you!

Best

Tiphaine

3

Thanks for the tag, @TitiCuisset!

@JFotu — thanks for sharing! This is definitely an interesting use case.

Assuming you have Marketing or Sales Professional and have access to workflows, you may be able to get close to this. Here’s what I’m thinking:

  1. You create a new workflow that is triggered when a new deal enters closed/won
  2. That triggers a Slack notification alerting the team of the closed deal and any deal metrics you want to pass along
  3. I’m not sure of a way to pass along the remaining revenue before reaching your goal, but I imagine you have that built out in a dashboard. You can include the link to the dashboard in the Slack message as well so the team is able to view the full story and check out other deals that are near closing

Hope this helps!!

4

Did anyone find a way to make this possible?