Add quarterly review rows from submitted customer reviews

Your quarterly account reviews arrive as raw submissions and lack structured tracking. Capture each review into the correct quarter to reveal trends and enable timely follow-up before the next cycle.

Overview

Quarterly account reviews often land as unstructured submissions, forcing KAMs to manually file and compare results. This flow captures each review into its quarter sheet and standardizes timestamps and ratings so your account managers and coordinators can spot trends and act within the same day.