Create weekly conversion report for project planner metrics
Create weekly conversion report for project planner metrics
Your planner form submissions don't show conversion or abandonment totals, so weekly performance and scheduling lack reliable data. Consolidates totals and saves a weekly record for review before Monday.
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Overview
When conversion and abandonment numbers are scattered across planner submissions, weekly scheduling and crew allocation become guesswork. This flow computes those metrics, stores a single weekly record, and emails the team so project managers can review results ahead of Monday planning.