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Create closed deal KPI record from deal update

Create closed deal KPI record from deal update

Closed deals in your marketing CRM aren’t logged to KPI records, causing incomplete reporting. Log each closed-won or closed-lost deal to a central KPI table for same-day reporting.

Create closed deal KPI record from deal update

Overview

Stop relying on manual exports to keep leadership reports accurate. This flow writes every closed-won and closed-lost deal into a single KPI table and updates matching opportunities so you get same-day reporting and cleaner post-close reviews.

Create closed deal KPI record from deal update