Pipedrive Weekly Forecast and Quota Digest

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

Environment Variables

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.

mul(coalesce(float(item()?['value']),0), div(coalesce(json(variables('varStageProb'))?[string(item()?['stage_id'])], variables('varDefaultStageProbability')), 100))

union(body('Select_Deal_Owners'), body('Select_Deal_Owners'))

if(greater(outputs('Compose_Quota'),0), div(mul(variables('varRepForecast'),100), outputs('Compose_Quota')), 0)

if(greater(add(varRepWonCount,varRepLostCount),0), div(mul(varRepWonCount,100), add(varRepWonCount,varRepLostCount)), 0)

and(not(empty(coalesce(item()?['expected_close_date'],''))), lessOrEquals(coalesce(item()?['expected_close_date'],'9999-12-31'), addDays(utcNow(), variables('varForecastWindowDays'), 'yyyy-MM-dd')))

Customize & download