1.Detects new sale
Integrate FanBasis and sales data capture tools to detect new sale events and route each transaction into reporting.
Add formatted sale totals to MTD sales dashboard
Automatically monitor new sale events from FanBasis across FanBasis, Formatter by Zapier, and Google Sheets. Create and update formatted month to date dashboard rows when new sale posted, sale amount changes, or transaction reference added—so you can convert amounts, format currency, and append reporting lines without manual spreadsheet updates.
How this automation updates your month to date dashboard
When new sale events happen in FanBasis, delayed reporting can throw off month to date totals and decisions. This automation converts amounts, formats currency and dates, and appends a new row to your Google Sheets worksheet—so your team can trust MTD numbers without manual spreadsheet work.
FanBasisor swap with your favorite app
2.Converts sale amount cents
Integrate Formatter by Zapier and math tools to convert sale amounts by dividing cents by 100 for reporting.
Formatter by Zapieror swap with your favorite app
3.Formats reporting currency
Integrate Formatter by Zapier and currency formatting tools to format the converted amount into your reporting currency.
4.Appends formatted row to worksheet
Integrate Google Sheets and reporting worksheets to create and append a new row with date, amount, and reference.
Hojas de cálculo de Googleor 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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Paso 1
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Paso 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Paso 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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