Skip to content
NewAI dashboards.See how →
Open MammothTry free
Workflow · Sales and growth · Opening soon

Sales pipeline report

Show open Salesforce opportunities by rep and stage every Monday. See what moved this week and which deals are past their close date.

Early access opens shortly. Check back soon.

Book a demo
Someone typed

“every monday, show open salesforce opps by rep and stage with this week’s changes and past-due deals; dedupe the northstar expansion deal, and Status says "Agrees" when there’s one row per deal and the stage history is real, else what’s off”

The agent read it as

every monday, show open salesforce opps by rep and stage with this week’s changes and past-due deals; dedupe the northstar expansion deal, and Status says "Agrees" when there’s one row per deal and the stage history is real, else what’s off from Salesforce Opportunities and Salesforce Opportunity Field History.

What the agent built

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

  1. File
    Salesforce Opportunities
    CSV export · 12 rows
  2. File
    Salesforce Opportunity Field History
    CSV export · 11 rows
  3. Step
    Keep latest deal
    Step 1
  4. Step
    Summarize history
    Step 2
  5. Join
    Add stage history
    7 of 9 paired
  6. Step
    Mark changes and due
    Step 4
  7. Result
    Open opps status
    9 rows · 2 flagged
  8. Schedule
    Runs every monday
    Proposed

Checked on the sample files: every step ran, 9 rows came out, and the join paired 7 of 9 rows.

What you get back

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

Open opps statusSample data9 rows
7 agrees2 no stage history
RepStageDealAmountClose dateStatusThis weekPast due
Elena RuizDiscoveryAurora Health Add-On9,100·No stage historyNo change this weekDue later
Maya ChenQualificationNorthstar Expansion18,4002026-11-06No stage historyNo change this weekDue later
Diego MoralesProposal/Price QuoteRiverbend Pilot14,9502026-11-03AgreesChanged this weekDue later
Elena RuizQualificationHarborlight Platform41,2002026-11-12AgreesChanged this weekDue later
Jordan PatelNegotiation/ReviewCobalt Ridge Renewal27,6502026-10-18AgreesChanged this weekPast due
Jordan PatelNegotiation/ReviewPioneer Works Rollout46,7502026-11-08AgreesChanged this weekDue later
Owen ScottNegotiation/ReviewKeystone Support Expansion33,9002026-10-31AgreesChanged this weekDue later
Priya NairProspectingAsterline New Logo12,6002026-11-18AgreesChanged this weekDue later
Talia BrooksProspectingCrescent Tide Expansion17,3002026-11-14AgreesChanged this weekDue later
9 rows in the result. Sample data: illustrative figures, not business results.

How do you build a sales pipeline report from Salesforce exports?

Export your open opportunities and the opportunity field history from Salesforce, then upload both files. The workflow keeps the latest row for each deal, matches stage history, and marks this week’s changes and past-due deals. It also flags rows where the history is missing or does not line up with the deal data.

How it works

How to use the Open opps status workflow

  1. 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.
  2. 2Swap in your exportsUpload your own files as they come out of your tools. The agent checks the workflow on your rows.
  3. 3Change it in words, then turn it onSay what to change and see the new result before anything saves. Then choose when it runs.

Open opps status: questions

Which export should you use?
Use the open opportunities export for the current pipeline, and the opportunity field history export for stage changes. If your report needs close dates or owners, include those fields in the opportunities export.
What happens to rows that do not match?
Rows that do not match the expected deal or history records are left out of the matched result and flagged in the output. That helps you see which deals need a closer look.
How do you change the rules in words?
Change the instruction text to say what to keep, what to group by, and which fields to compare. For example, ask for open deals by rep and stage, this week’s stage changes, and deals past close date.

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.

Early access opens shortly. Check back soon.

Book a demo

Workflows like this

Measure how fast the pipeline turns into revenue, and where people drop out of your funnel.

All sales and growth templates →

Keep reading

Read nextAll workflowsDescribe yours, or start from one the agent already built.Take a lookProductData EngineConnected sources, cleaning and scheduled refresh.Take a lookConnectorsConnectorsBring the data in from the tools you already use.Take a look