Workflow · Customers · Opening soon

Revenue by region

Use a Salesforce Opportunities export to see closed-won revenue by region and quarter. The workflow flags valid regions, zero revenue, and region issues.

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Someone typed

“show closed-won revenue by region and quarter from the salesforce opportunities, status Agrees when region is northeast, southeast, southwest, or west and amount is above 0, Region issue for unknown or misspelled region, Zero revenue when amount is 0”

The agent read it as

show closed-won revenue by region and quarter from the Salesforce Opportunities, status Agrees when region is northeast, southeast, southwest, or west and amount is above 0, Region issue for unknown or misspelled region, Zero revenue when amount is 0, treating South and Midwest as Region issue

What the agent built

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

File

Salesforce Opportunities

CSV export · 28 rows

Step

Summarize closed-won revenue

Step 1

Result

Closed Won Revenue

20 rows · 9 flagged

Schedule

Runs when you say

Proposed

File
Salesforce Opportunities
CSV export · 28 rows
Step
Summarize closed-won revenue
Step 1
Result
Closed Won Revenue
20 rows · 9 flagged
Schedule
Runs when you say
Proposed

Checked on the sample files: every step ran, 20 rows came out.

Download Salesforce Opportunities sample (28 rows)Salesforce: Opportunities > Reports > Export Details

What you get back

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

Closed Won RevenueSample data20 rows

11 agrees9 region issue

Region	Quarter	Status	Revenue
Midwest	2026-01-01	Region issue	63,300
Midwest	2026-04-01	Region issue	26,400
Midwest	2026-07-01	Region issue	24,800
Midwest	2026-10-01	Region issue	57,350
North East	2026-10-01	Region issue	12,150
South	2026-01-01	Region issue	27,840
South	2026-04-01	Region issue	68,550
South	2026-07-01	Region issue	46,750
South	2026-10-01	Region issue	78,000
Northeast	2025-10-01	Agrees	18,450
Northeast	2026-04-01	Agrees	42,400
Northeast	2026-07-01	Agrees	40,600

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

How do you show sales by region and quarter from Salesforce opportunities?

Export your closed-won opportunities from Salesforce, then load the file into this workflow. It groups revenue by region and quarter, and checks each row against your region rules. Rows with northeast, southeast, southwest, or west and an amount above 0 are marked Agrees. Rows with unknown, misspelled, South, or Midwest regions are marked Region issue, and rows with amount 0 are marked Zero revenue.

How it works

How to use the Closed Won Revenue 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.

Closed Won Revenue: questions

What export should you use?

Use a Salesforce Opportunities export with the fields you need for region, amount, close date, and status. The workflow needs the rows for closed-won revenue.

What happens to rows that do not match the region rules?

Rows that do not match are kept in the file and marked with an issue status. In this workflow, unknown, misspelled, South, and Midwest regions are marked Region issue.

How do you change the rules?

Edit the rule words in the workflow, then run it again on a new export. You can change which region names count, which rows are treated as issues, and what amount condition should mark a row as valid.