1.Triggers on configured weekday time
Integrate Schedule by Zapier to fire the automation at your configured time and start the daily metrics workflow.
Update daily rep performance row in tracking sheet
Automatically run daily saved queries across Close and format a row key for Google Sheets reporting. Create and update rep performance totals at weekday snapshot timeβso you can avoid manual reporting, overwrite daily metrics, and keep leader dashboards current.
How this automation consolidates daily rep performance
When weekday snapshot time passes, daily rep metrics can lag and leaders lose a single source of truth. This automation runs saved queries and formats a row date, then updates your Google Sheets tracking rowβso your team can trust end of day totals.
Schedule by Zapieror swap with your favorite app
2.Formats the date key for the row
Integrate Formatter by Zapier to format the trigger timestamp into YYYY-MM-DD for the sheet row key.
Formatter by Zapieror swap with your favorite app
3.Runs saved queries for totals
Integrate Close to run each configured saved query and return total counts for calls, leads, and follow ups.
Closeor swap with your favorite app
4.Finds or creates the rep row
Integrate Google Sheets to look up the row by date and rep identifier, then create or overwrite daily metric columns.
Google Sheetsor swap with your favorite app
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Improve sales performance visibility with automated metric alerts, rep activity tracking, and dashboard updates
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