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Weekly Pipeline Digest

ClarifyClarify

Posts a weekly pipeline digest to Slack, so the team gets a consistent read on what moved without anyone assembling it by hand. It is strictly read-only and never modifies a record.

Every Friday it reports the past week’s new deals, deals that advanced a stage (using stage-change history rather than last-updated time), deals that slipped (close date now past but still open), and the top open deals to watch by amount and close date. Every deal name links straight to the record in Clarify, and any empty section simply says none this week rather than padding the report.

Use Template
Tools
Slack
Tags
pipelinereportingdigest

Triggers

  • Fires every Friday at 4pm local time.

Capabilities

  • Posts a weekly pipeline digest for your team
  • Highlights new, advanced, slipped, and to-watch deals
  • Read-only, with every deal name linked to Clarify

FAQ

It posts a weekly pipeline digest for your team covering deal movement, gaps, and deals to watch, highlighting new, advanced, slipped, and to-watch deals with every deal name linked back to Clarify.

It fires every Friday at 4pm local time.

No. It's read-only — it summarizes and posts the digest to Slack without modifying any deals.

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