Create daily sales row for new consult enrollments
Create daily sales row for new consult enrollments
Your consult results and payments arrive disconnected, causing manual updates and missed tracking. Build a daily sales row so teams see enrollments and revenue the same day.
Overview
Enrollment and payment details often land in different places and require manual consolidation, which delays reporting and follow-up. This flow writes consult outcomes and revenue into your daily tracker and alerts the sales channel so teams have actionable enrollment data the same day.