Create KPI sheet rows from project KPI form submissions
Create KPI sheet rows from project KPI form submissions
Your project KPI form submissions often go unrecorded, delaying forecasting and resourcing decisions. It records KPI rows into metrics and forecast sheets so reports stay current before weekly planning.
Workflow preview:
Zap details:
Overview
When PMs submit KPI forms manually, forecasting and resourcing decisions lag and weekly planning loses accuracy. This flow captures each KPI into your metrics and forecast sheets and updates the internal forecast so reports are current ahead of weekly planning.