Pipedrive Weekly Forecast and Quota Digest
Each week the flow summarizes the Pipedrive pipeline per rep — weighted forecast, deals closing this period, quota attainment, win rate, and week-over-week movement — and posts each rep their numbers in Teams plus a roll-up email to sales leadership. Replaces manual pipeline reviews with an automatic forecast readout.
Provided as-is, without warranty of any kind. Review and test each pattern in a non-production environment before deploying it to live automations. See our Terms.
Overview
This flow produces a weekly Pipedrive forecast readout. Every Monday at 07:00 ET it pulls the deal pipeline, computes a weighted forecast per sales rep (deal value × stage win probability), tallies open deals, deals closing this period, quota attainment and win rate, posts each rep their numbers to a Teams channel, and emails a consolidated roll-up to sales leadership.
Why it matters: Manual pipeline reviews are slow and inconsistent. An automatic forecast digest keeps reps and leadership aligned on where the quarter stands — with zero manual effort.
Status: Ships Off; going live requires only authorizing the three connections and setting the environment-variable values. Flow Checker: 0 errors / 0 warnings.
Use Case
A sales org wants a weekly per-rep and roll-up forecast with quota attainment and win rate, generated automatically from Pipedrive and distributed to reps (Teams) and leadership (email).
Flow Architecture
Weekly Monday 07:00
Recurrence (Week/1, Mon 07:00 ET)Forecast cadence.
Initialize configuration
Initialize Variable (config + accumulators)Teams target, stage-probability map, quota-by-rep, leadership email (env vars); in-flow fallbacks (default stage probability, default quota, forecast window days); roll-up and per-rep accumulators.
Load and filter deals
Pipedrive ListDeals + Filter + Select + Compose (union)Retrieves all deals, keeps open deals, projects each to its owner name, and de-duplicates the rep list.
Per-rep computation
Foreach Rep (concurrency 1)Resets accumulators, filters the rep's deals, and via a per-deal Switch on status computes the weighted forecast, open/closing counts, and win/loss tallies. Then computes quota, attainment %, and win rate %, appends the roll-up row, and posts the rep's numbers to Teams.
Leadership roll-up email
Select + Compose (HTML) + Outlook SendEmailV2Builds the leadership HTML table and emails the roll-up to leadership.
Environment Variables
| Schema name | Type | Default | Description |
|---|---|---|---|
| flowlibs_StageProbabilityMap | String | {"1":10,"2":25,"3":50,"4":75,"5":90} | Stage id → win probability % (weighting). |
| flowlibs_QuotaByRep | String | {"default":100000} | Rep name → period quota; default key is fallback. |
| flowlibs_TeamsGroupId | String | REPLACE_WITH_TEAMS_GROUP_ID | Teams team/group id for the sales channel. |
| flowlibs_TeamsChannelId | String | REPLACE_WITH_TEAMS_CHANNEL_ID | Teams channel id. |
| flowlibs_LeadershipEmail | String | sales-leads@contoso.com | Roll-up email recipient. |
Connectors & Connections
| Connector | API name | Actions used |
|---|---|---|
| Pipedrive | shared_pipedrive | ListDeals |
| Microsoft Teams | shared_teams | PostMessageToConversation |
| Office 365 Outlook | shared_office365 | SendEmailV2 |
Note — All connections are referenced as solution connection references; the flow is portable between environments as long as a connection is mapped at import time.
Customization Guide
Almost every realistic variant of this flow can be implemented by changing environment variable values. A few cases require small edits inside the flow definition — those are called out explicitly below.
- Include reps with no open deals
- Swap the deal-owner derivation for an HTTP GET https://api.pipedrive.com/v1/users call and iterate the active users (the connector has no ListUsers op).
- Commit vs best-case
- Split the weighted forecast into commit/best-case buckets using higher/lower probability thresholds.
- Slippage flag
- Compare expected_close_date against the prior week's value (store a snapshot in a Dataverse table) to flag deals whose close date moved out — also enables true week-over-week movement.
- Forecast window
- Change varForecastWindowDays to match your sales period (e.g. 7 for weekly, 90 for quarterly).
- Per-rep DM
- Replace the channel post with a Teams chat message to each rep's UPN for private delivery.
- Power BI
- Pair with a pipeline-to-PBI sync for interactive drill-down.
Key Expressions
The flow is intentionally light on Power Fx / WDL gymnastics — the heaviest expressions are the branch-name concatenation and the approval outcome check. They are listed below in the order they appear in the flow.
EXPR.01Weighted forecast (per deal)
Deal value × stage win probability.
EXPR.02Distinct reps
De-duplicates the owner list.
EXPR.03Quota attainment %
Forecast as a percent of quota.
EXPR.04Win rate %
Won / (won + lost).
EXPR.05Closing this period
Deals expected to close within the window.
Customize & download
Generate a ready-to-import copy of this solution with your environment-variable values baked in — available on Base, Pro, or Team.
Upgrade to customize
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