Weflow changelog

Rich Media Fields

As of today, Weflow supports rich media text fields.

• Create bullet lists
• Create numbered lists
• Make text bold, underlined, strikethrough
• Great if you use rich text fields for note taking

Forecasting: Pacing Chart

The new pacing chart is perfect for understanding trends in forecasting and quota attainment.

• Weflow will automatically look for historical data of up to 12 months (field history tracking is required)
• If no historic data is available, then only a snapshot of the status quo will be taken instead
• The Pacing chart will tell you how you are moving towards your revenue goals (=quota)
• In addition, you can observe the optimal pacing line and compare the sum of your committed and closed deals against the team call and our own AI projection (currently in beta; coming soon)

Weflow Managed Salesforce Package

We understand that API calls are a valuable resource with Salesforce. Hence, Weflow has developed a new way to ensure that important data for forecasting and analytics is pulled directly from your Salesforce account without triggering an API call or requiring field history to be activated for the specific field.

To install the managed package, please activate forecasting first (Growth license required).

"All" and "Me" option for owner filter in forecasting

• Users of the forecasting features in Weflow can now quickly filter for all users or only themselves via the owner filter
• This feature was added based on feedback from one our customers (Thank you 👍)

Making it easy to invite colleagues

• New users who are on a trial or free license, can now easily invite colleagues with our new invite modal
• Existing users and customers on paid plans, can trigger this modal manually via the help section at any given time

Custom Filter in Forecasting

Filter your forecasts with any field in Salesforce

• Filter by geo, team, deal size, stage, …whatever makes sense for your business
• The custom filter can be used for any forecasting view (Pacing, Waterfall, Collaborative Forecasting)
• Enjoy full flexibility and stay in control with Weflow

Related notes

Access notes via the "Related Notes" field anywhere in your pipeline, sidebar, or Chrome Extension.

You can add this special Weflow field anywhere you want in our Web App or Chrome Extension.

Create templates for "New Records" and activities

Now, you can create templates for new records as well as activities and meetings via the admin console and assign them to different user profiles.

• Go to the admin console
• Select the template section
• Create a template for a standard or custom object
• Assign the template to a profile of your choice
• Please note: You cannot assign more than one template per record type to the same profile

Forecasting Waterfall

See how your pipeline developed over time. Filter by rep or entire teams.

If you have questions or feedback, please reach out to us at hello@getweflow.com or contact your customer success manager.

• If you have forecasting enabled, you can now quickly learn how your pipeline developed over time
• Filter by owner, record time and different time frames
• Quickly learn which opportunities relate to the different categories such as "Close date pushed out", "Amount increased", "Amount decreased" and others

Filter by direct report

• The "Owner" filter in Weflow's forecasts and pipeline sections automatically display team structures now
• By selecting a manager, you automatically select the entire team

Collaborative Forecasting (Full walkthrough)

Running efficient forecasts with your entire team is hard. Weflow is here to make it easy for you, and your team.

Highlights

• Set quotas for your entire team with two clicks
• See quota attainment across different forecast categories
• Make live updates to Opportunities like never before with Salesforce

Large Text Fields

Entering information into large text fields was sometimes a bit tedious with Weflow. We fixed that now:

💡 Pro tip: This also works in the sidebar and Chrome Extension.

• Open a text field like "Next Steps" or "Description"
• Click on the enlarge icon

Close Date History

Ever wondered how often a close date has already been pushed out, or adjusted and what its previous value was? You can see all that in Weflow easily.

• On hover, Weflow will show you the number of times a close date has been edited, the last modified time and date as well as the previous and current value
• Useful during pipeline reviews and forecasting sessoins

Amount History

• See the amount history on hover in any pipeline view, the Chrome Extension or sidebar/panel
• Weflow, will show you the previous and current value
• In addition, you can see the time and date when the last change occurred

Contact Roles

Contact roles are now fully supported in Weflow. Add new contacts, set primary contact and quickly edit fields.

You can access contact roles via the related tab in our sidebar/panel.

Add new Opportunities via the panel to the same account

• Are you looking for a way to quickly add new Opportunities matching an existing Opportunity you are currently working on?
• Look no further, Weflow has got you covered
• You can now add Opportunities via the related tab with one click - all pre-linked to the correct Account in an instant

Download your data as CSV file

• Download table views as CSV files
• CSV files include custom Weflow Fields which you cannot utilize outside of Weflow such as "Reply Rate", "Time in Stage", "Weflow Engagement Score", and other use metrics

Related tab in panel

See all related records with just one click

Please note: Shortly, you will also be able to edit 'Contact Roles' from here.

• With just one click in the panel, you can now find all related records
• This includes custom objects as long as they have been set up in Weflow (reach out to hello@getweflow.com to get help on this)
• Add new related records or make changes e.g. to products

Go deep with the panel

Drill into an infinite amount of records with the Weflow panel

• From now on, you can click on any related record in the panel to open up field details
• Go back and forth between different types of records and object types

Group by Calculations

Let Weflow calculate number and currency fields for individual groups.

• Customize the calculation for each group
• Save your settings
• Make use of average, min, max, sum operators
• Quickly find out specific values for groups in your pipeline