Automated Quota Attainment Alerts
Every morning, WebRun reads each rep's live quota attainment in QuotaPath, confirms the bookings behind it in Salesforce, and posts Slack when someone crosses a threshold like an accelerator kick-in or full quota, so reps and managers know the moment a milestone changes their commission rate.
How do I alert reps when they cross a quota or accelerator threshold?
Every morning, WebRun reads each rep's live quota attainment in QuotaPath, confirms the underlying bookings in Salesforce, and posts a Slack alert whenever someone crosses a threshold such as an accelerator or full quota. Reps and managers learn the moment a milestone changes the commission rate, with alerts limited to confirmed crossings.
- Reps know the instant they hit an accelerator
- Managers see quota crossings in real time
- Alerts fire only on confirmed, closed-won bookings
Built for sales managers · revenue operations · sales reps · sales finance
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
app.quotapath.comin a real browser with your saved login - no setup, no API keys. -
1
QuotaPath - read live attainment
quotapath.com
WebRun opens QuotaPath to read live attainment. - Open QuotaPath and read each rep's attainment against quota
- Note the plan's thresholds, such as accelerators and quota tiers
- Compare today's attainment to yesterday to spot new crossings
Done when Every rep who crossed a threshold since the last run is identified.
-
2
Salesforce - confirm the bookings
salesforce.com
WebRun opens Salesforce to confirm the bookings. - Open Salesforce and confirm the bookings behind each crossing
- Check that the deals are closed-won and not pending reversal
- Set aside any crossing that rests on an unconfirmed deal
Done when Each threshold crossing is backed by confirmed Salesforce bookings.
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3
Slack - alert on threshold crossings
slack.com
WebRun opens Slack to alert on threshold crossings. - Post an alert when a rep crosses an accelerator or quota tier
- Name the rep, the threshold reached, and the new rate
- Keep it to confirmed crossings so no alert is a false alarm
Done when Confirmed threshold crossings are announced in Slack.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Does it message customers or change quotas?
No. WebRun only posts internal Slack alerts about attainment. It reads QuotaPath and Salesforce and never contacts a customer or edits a rep's quota or plan.
How does it avoid false-alarm alerts?
It confirms the bookings behind each crossing in Salesforce and skips any that rest on an unconfirmed or reversible deal, so an alert only fires on attainment backed by closed-won bookings.
Can I choose which thresholds trigger an alert?
Yes. Tell WebRun which milestones matter, such as accelerator kick-ins, full quota, or a custom tier, and it alerts only when a rep crosses one of those.
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