Create weekly pipeline trend row and populate stage totals
Create weekly pipeline trend row and populate stage totals
Your pipeline stage counts sit unaggregated across reports, leaving you blind to weekly rep trends and campaign impact. Get a dated, per-rep trend row with stage totals ready for review same week.
Overview
Stop spending meetings hunting for weekly pipeline numbers; this flow creates a dated, per-rep trend row with stage totals automatically. That gives marketing and sales leaders a consistent snapshot to review before weekly planning and campaign decisions.