If an opportunity value changes and meets set criteria, alerts are triggered for a Sales Manager or a Sales director, if requested, aiding them in adapting strategies and resource allocation.
How organizations use it
As a Sales Director or a Sales Manager, you decide that any decrease of 10% or more in the potential opportunity amount is significant for your sales process. After setting this as your threshold in the system, the system then monitors the values of all sales opportunities. So, when a potential $50,000 opportunity decreases to $40,000 (a decrease of more than 10%), the "Amount has been changed" signal is triggered. You receive an update to enable timely strategic decisions, allocate resources wisely, and manage the risk of your quota.
Why organizations use it
to allow for management and leadership to oversee important opportunities
to understand the significant changes to the pipeline and forecast in real-time