1.Detects new placement intake records
Integrate Zapier Tables and reporting tables to capture the new placement record and its month team context.
Update hiring dashboards and KPI tracker for placements
Automatically monitor new placement records across Zapier Tables. Create and update monthly dashboard rows and KPI tracker entries when new placements are added, placements activate, or placement months appear—so you can refresh dashboards, update KPI counts, and keep metrics accurate without manual dashboard upkeep.
How this automation keeps dashboards and KPIs current
When new placements appear without updates, dashboards and KPI trackers drift out of date. This automation finds matching dashboard rows and updates monthly achievement metrics and KPI tracker fields—so your team can trust placements at a glance.
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2.Looks up the matching dashboard row
Integrate Zapier Tables and mapping fields to find the dashboard row by placement month and team mapping.
3.Updates monthly dashboard achievement
Integrate Zapier Tables and dashboard tables to map placement fields into monthly achievement counts and fields.
4.Refreshes KPI tracker metrics
Integrate Zapier Tables and KPI tracker tables to update tracker rows with placement counts and revenue-equivalent metrics.
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