1.Triggers on weekly schedule
Integrate Schedule by Zapier and reporting timers to wait for weekly runs and start pipeline stage calculations.
When weekly scheduled runs hit, your stage reporting can lag and miss movement signals. This automation creates a dated trends row, loops through configured stages, and updates stage totals in your worksheetβso your team can spot changes faster.
Integrate Schedule by Zapier and reporting timers to wait for weekly runs and start pipeline stage calculations.
Integrate Google Sheets and spreadsheet tools to create a dated trend row and prepare stage columns for updates.
Integrate Formatter by Zapier and stage list tools to build iteration line items from the configured stage list.
Integrate Looping by Zapier and iteration logic to process each stage line item and compute its weekly total.
Integrate Google Sheets and spreadsheet lookup tools to find many opportunities by stage text and optional owner filtering.
Integrate Formatter by Zapier and numeric calculation tools to convert returned values into a summable stage total.
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Step 2
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Step 3
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