Skip to content

Apply prior-day branch totals to manager performance view

Automatically monitor the hourly schedule trigger across Schedule by Zapier, Google BigQuery, and Code by Zapier. Automatically create and update prior-day manager performance fields when hourly run starts, scheduled check fires, or prior-day dashboard refresh window opens—so you can apply branch totals, refresh performance views, and keep dashboards accurate without manual refreshes.

How this automation protects your dashboard accuracy

When hourly runs begin, delayed or missing branch totals can mislead morning performance reviews. This automation runs a BigQuery prior-day totals query and updates manager performance fields from matched phones—so your team can trust dashboard figures before review time.

  1. 1.Triggers on every hour

    Integrate Schedule by Zapier, scheduling tools, and workflow runtimes to start the hourly refresh for prior-day totals.

    Schedule by Zapieror swap with your favorite app
  2. 2.Runs query for branch totals

    Integrate Google BigQuery, analytics tools, and reporting systems to run a parameterized query and return phone and amount pairs.

    Google BigQueryor swap with your favorite app
  3. 3.Updates users by phone match

    Integrate Code by Zapier, API tools, and data mapping to look up users by phone and update manager performance fields.

    Code by Zapieror swap with your favorite app

Automate your work, your way

Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.

Trusted by 3.4 million companies

Calendly
Okta
Zendesk
Dropbox
Asana
Allstate
Airbnb
ActiveCampaign
Lyft
Webflow
Canva
Sysco
LA Clippers
Getaround
Grammarly
HelloFresh
Lululemon
Barry's
Hopper
Casper
Hudl
Miro
The New York Times
Ruggable
Calendly
Okta
Zendesk
Dropbox
Asana
Allstate
Airbnb
ActiveCampaign
Lyft
Webflow
Canva
Sysco
LA Clippers
Getaround
Grammarly
HelloFresh
Lululemon
Barry's
Hopper
Casper
Hudl
Miro
The New York Times
Ruggable

Related automations

  • Apps: Google Sheets, Formatter by Zapier
    Swap with your favorite apps.

    Add new e-learning quiz responses to dashboard sheet

    Your quiz responses land in the responses sheet, leaving coordinators without consolidated engagement data. Centralize responses into a dashboard so delivery teams can review trends same day.

  • Apps: Gravity Forms, Databox
    Swap with your favorite apps.

    Add submitted orders to dashboard metric for fulfillment

    Your online order form submissions sit outside reporting, leaving order counts unclear and packing delayed. Get consolidated order counts in your dashboard for same-day fulfillment.

  • Apps: Webhooks by Zapier, Code by Zapier, Geckoboard
    Swap with your favorite apps.

    Create churn risk dataset for executive dashboard insights

    Your churn data arrives unstructured, leaving retention teams blind to at-risk accounts and delaying outreach. Get a cleaned churn-risk dataset for your dashboard to triage accounts same day.

  • Apps: Google Sheets, Formatter by Zapier, Bubble
    Swap with your favorite apps.

    Create KPI records from sheet updates for dashboards

    Your spreadsheet KPI updates aren't captured in the app, leaving dashboards outdated. The workflow creates KPI records so dashboards match the latest source counts same day.

  • Apps: Schedule by Zapier, Filter by Zapier, Code by Zapier
    Swap with your favorite apps.

    Create quarterly bug lifecycle dashboard for infra teams

    Your bug backlog and triage figures aren’t visible each quarter, leaving hiring and infrastructure planning without timely data. Get consistent quarterly visibility with a bug dashboard before planning.

  • Apps: Webhooks by Zapier, Zapier Tables, Formatter by Zapier, Switchboard Canvas, Dropbox
    Swap with your favorite apps.

    Create updated KPI dashboard image and upload to embeds

    Your KPI dashboard images go stale when source data updates, leaving displays with outdated figures. Keeps the shared embed image current so displays show fresh metrics same day.

  • Apps: Schedule by Zapier, Tableau, Slack
    Swap with your favorite apps.

    Post daily shipping dashboard image to team channel

    Your shipment dashboard is not visible to reps at shift start, delaying customer updates and fulfillment triage. Get the dashboard image in team channel each morning so issues are flagged same day.

  • Apps: Caspio, Formatter by Zapier, Databox
    Swap with your favorite apps.

    Publish gross CCF metric from booking summary to dashboard

    Your gross booking CCF values often go stale after summary updates, causing delayed revenue visibility and pricing decisions. Gain up-to-date dashboard metrics for informed decisions within minutes.

  • Apps: Caspio, Databox
    Swap with your favorite apps.

    Publish new calls answered metrics to executive dashboard

    When calls-answered records sit unreported in your booking database, you lack visibility into call volumes and staffing needs. Gain consolidated dashboard metrics for same-day staffing.

  • Apps: Schedule by Zapier, Zoho Books, Looping by Zapier, Databox
    Swap with your favorite apps.

    Publish project values to your live performance dashboard

    Your accounting project records aren't reflected in dashboards, hiding revenue drivers. Push hourly project value metrics to dashboards so managers act on current performance within the hour.

  • Apps: Caspio, Databox
    Swap with your favorite apps.

    Push canceled bookings into monthly KPI dashboards for team

    Your booking cancellations aren’t appearing in reports, leaving revenue managers blind to seat availability. Get cancellation metrics in dashboards for same‑day adjustments.

  • Explore all visual dashboard updates automations

    Refresh dashboard reporting with automated data pulls, metric updates, and scheduled distribution

    View all

Set up in minutes

Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.

  1. Step 1

    Connect your tools

    Bring your apps together so information can move automatically between the tools your team already uses.

  2. Step 2

    Define the trigger

    Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.

  3. Step 3

    Automate and measure

    Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.

See how teams are automating with Zapier (and loving it!)

Smart Charge America

Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.

David Laderberg, VP of Sales

Remote

Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism — I think we would have died or fallen back into oblivion.

Marcelo Lebre, Co-Founder

SweepBright

Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.

Raphael Bochner, Founder and CIO

Digioh

Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.

Rishi Shah, CEO and Co-Founder

Otter.ai

We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.

Allen Lai, Head of Customer Experience

Superhuman

We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.

Jacob Sirrs, Marketing Operations Specialist

Ready to automate your workflow securely?

Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.