Workflow · Customers · Opening soon

Discount analysis by rep

Export your Salesforce opportunities and opportunity line items. Then compare average discount percent by rep and product on closed won deals.

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Someone typed

“match salesforce opportunities to line items for won deals, calculate average discount by rep and product, and show Agrees if discount is 5% to 14%, High discount above 14%, Low discount below 5%”

The agent read it as

match Salesforce Opportunities to Salesforce Opportunity Line Items for won deals, calculate average discount by rep and product, and show Agrees if discount is 5% to 14%, High discount above 14%, Low discount below 5%

What the agent built

3 steps, each one an ordinary Mammoth step you can open and change.

File

Salesforce Opportunities

CSV export · 18 rows

File

Salesforce Opportunity Line Items

CSV export · 32 rows

Step

Keep won opportunities

Step 1

Join

Match won deals

32 of 32 paired

Step

Average discount by rep and product

Step 3

Result

Won Deal Discount Summary

25 rows

Schedule

Runs when you say

Proposed

File
Salesforce Opportunities
CSV export · 18 rows
File
Salesforce Opportunity Line Items
CSV export · 32 rows
Step
Keep won opportunities
Step 1
Join
Match won deals
32 of 32 paired
Step
Average discount by rep and product
Step 3
Result
Won Deal Discount Summary
25 rows
Schedule
Runs when you say
Proposed

Checked on the sample files: every step ran, 25 rows came out, and the join paired 32 of 32 rows.

Download Salesforce Opportunities sample (18 rows)Salesforce: Opportunities > Export
Download Salesforce Opportunity Line Items sample (32 rows)Salesforce: Reports > Opportunities with Products > Export

What you get back

The result of that run, the rows to look at first.

Won Deal Discount SummarySample data25 rows

Rep	Product	Average Discount (%)	Discount Status
Diego Ramirez	CloudShield Core	17.5	High discount
Diego Ramirez	DataVault Plus	19	High discount
Diego Ramirez	RouteSync	15	High discount
Diego Ramirez	SignalStack	20	High discount
Diego Ramirez	WorkBoard Pro	17	High discount
Evan Brooks	CloudShield Core	42	High discount
Evan Brooks	SignalStack	38	High discount
Tessa Morgan	RouteSync	17	High discount
Tessa Morgan	WorkBoard Pro	16	High discount
Evan Brooks	DataVault Plus	11	Agrees
Evan Brooks	RouteSync	10	Agrees
Jordan Lee	CloudShield Core	9	Agrees

25 rows in the result · 12 shown, problems first. Sample data: illustrative figures, not business results.

How do you compare average discount percent by sales rep and product name on closed won deals?

Export Salesforce Opportunities and Salesforce Opportunity Line Items. Keep won opportunities, match them to line items, then average discount percent by rep and product name. The result shows Agrees for 5% to 14%, High discount above 14%, and Low discount below 5%.

How it works

How to use the Won Deal Discount Summary workflow

1Get early accessWe invite people in small batches, job by job. You'll land on this workflow, already built and checked on the sample files.
2Swap in your exportsUpload your own files as they come out of your tools. The agent checks the workflow on your rows.
3Change it in words, then turn it onSay what to change and see the new result before anything saves. Then choose when it runs.

Won Deal Discount Summary: questions

What export should you use?

Use the exported files that contain the rows you want to compare. For this workflow, that means opportunities and opportunity line items from Salesforce.

What happens to rows that do not match?

Only rows that match the workflow rules move forward. Rows that do not match are left out of the result.

How do you change the rules?

Change the rule text for the rows, fields, and thresholds you want to use. For example, you can change which rows stay in the set, how rows are matched, and which ranges define each label.