)
Written by
Table of Contents
“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
When opportunity probabilities drop in NetSuite , your marketing team needs to know immediately to launch deal rescue campaigns. But NetSuite lacks real-time alerting capabilities for probability changes, leaving deals to die while you manually check reports.
Here’s how to set up real-time alerts that notify marketing teams the moment opportunity probabilities decline.
Monitor opportunity probability changes and trigger immediate alerts using Coefficient
Coefficient enables sophisticated real-time marketing alerts by continuously monitoring opportunity probability fluctuations and triggering immediate marketing interventions. You get responsive opportunity management that NetSuite simply can’t provide natively.
How to make it work
Step 1. Import comprehensive opportunity data.
Use Records & Lists to import Opportunity records with probability fields, stage information, close dates, and related customer data. This gives you complete visibility into opportunity health and probability trends.
Step 2. Set up hourly probability monitoring.
Configure hourly automated scheduling to monitor opportunity probability changes. Use spreadsheet conditional logic to identify opportunities with decreased probability since the last refresh, catching changes as they happen.
Step 3. Track historical probability trends.
Maintain historical probability data to identify trends and patterns in opportunity degradation. Use formulas like =B2-C2 to calculate probability changes and =IF(D2<-10,"ALERT","OK") to trigger alerts for significant drops.
Step 4. Add sales rep context for coordination.
Import related Employee records and opportunity ownership data to coordinate marketing alerts with appropriate sales team members. This enables unified deal rescue efforts between marketing and sales teams.
Step 5. Analyze customer engagement gaps.
Use SuiteQL Query to combine opportunity data with customer interaction history. Identify engagement gaps that may contribute to probability drops and inform targeted marketing intervention strategies.
Step 6. Create automated alert workflows.
Leverage spreadsheet-based conditional formatting and integration tools to trigger immediate marketing automation platform workflows when probability drops exceed defined thresholds. Connect to tools like Zapier for instant NetSuite behavioral triggers.
Save deals before they’re lost
This approach provides more responsive opportunity management than NetSuite’s native capabilities. You’ll catch probability drops immediately and have the context needed for effective deal rescue campaigns. Start monitoring opportunities today.
