Create weekly member KPI records from warehouse aggregates
Create weekly member KPI records from warehouse aggregates
Your warehouse has weekly document counts, but member KPIs aren't in your CRM, leaving coordinators without timely metrics. Create weekly KPI records so coordinators get fresh metrics the same day.
Overview
When weekly performance counts stay trapped in the warehouse, coordinators and managers can't act on fresh metrics. This integration pushes aggregated counts into CRM as KPI records on a weekly cadence, so your teams can review and follow up the same day.