Workflow · Sales and growth · Opening soon
Pipeline coverage
Calculate pipeline coverage by rep from Salesforce exports. Use open pipeline closing this quarter and divide it by each rep’s remaining quota.
Someone typed
“pipeline coverage per rep: open pipeline closing this quarter divided by their remaining quota”
The agent read it as
Pipeline coverage per rep: open pipeline closing this quarter divided by their remaining quota, from Salesforce Opportunities and Salesforce Quarterly Quotas.
What the agent built
4 steps, each one an ordinary Mammoth step you can open and change.
File
Salesforce Opportunities
CSV export · 24 rows
File
Salesforce Quarterly Quotas
CSV export · 6 rows
Step
Total this quarter’s open pipeline
Step 1
Step
Find this quarter’s remaining quota
Step 2
Join
Bring in open pipeline
6 of 6 paired
Step
Calculate pipeline coverage
Step 4
Result
Pipeline Coverage
6 rows
Schedule
Runs when you say
Proposed
- FileSalesforce OpportunitiesCSV export · 24 rows
- FileSalesforce Quarterly QuotasCSV export · 6 rows
- StepTotal this quarter’s open pipelineStep 1
- StepFind this quarter’s remaining quotaStep 2
- JoinBring in open pipeline6 of 6 paired
- StepCalculate pipeline coverageStep 4
- ResultPipeline Coverage6 rows
- ScheduleRuns when you sayProposed
Checked on the sample files: every step ran, 6 rows came out, and the join paired 6 of 6 rows.
- Download Salesforce Opportunities sample (24 rows)Salesforce: Opportunities tab > Reports > All Opportunities > Export Details
- Download Salesforce Quarterly Quotas sample (6 rows)Salesforce: Reports > Quotas > Quarterly Quota Report > Export Details
What you get back
The result of that run, the rows to look at first.
Pipeline CoverageSample data6 rows
| Rep | Pipeline coverage | Open pipeline | Remaining quota |
|---|---|---|---|
| Avery Chen | 0.92 | 110,000 | 120,000 |
| Ben Ito | 0.47 | 35,000 | 75,000 |
| Carla Mendes | 1.25 | 100,000 | 80,000 |
| Deon Park | 0.18 | 20,000 | 110,000 |
| Ella Ross | 1.53 | 115,000 | 75,000 |
| Farah Khan | 0.56 | 50,000 | 90,000 |
How do you calculate pipeline coverage per rep?
Export Salesforce Opportunities and Salesforce Quarterly Quotas. Match reps between the two files, total open pipeline closing this quarter, find the remaining quota for each rep, then divide pipeline by quota to get pipeline coverage.
How it works
How to use the Pipeline Coverage 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.
Pipeline Coverage: questions
What export file should you use?
Use a current export of Salesforce Opportunities and a current export of Salesforce Quarterly Quotas. The workflow needs the fields that identify the rep, the opportunity amount, the close date, and the quota for the quarter.
What happens to rows that do not match?
Rows that do not match on the rep or other required fields do not get a valid result. You can review them, correct the source data, or exclude them before you run the calculation again.
How do you change the rules?
Change the rules by editing the steps in words. For example, change the date window, the quota period, or the fields used to match rows, then rerun the workflow.
Get early access to this workflow
It will open already built and checked on the sample files. Swap in your own exports and see your result.
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