Engineering: Keep contact records updated with monthly metrics

Engineering exposes account managers to stale host revenue, occupancy and review metrics that stall outreach. Push monthly performance into contact records so managers act on current metrics.

Overview

Stale host metrics leave account managers reacting instead of prioritizing outreach. This workflow ensures monthly performance lands in contact records so account managers and ops work from current revenue, occupancy, and review data, enabling faster handoffs and fewer missed follow-ups.

Notable Features

Map monthly metrics to contacts
Update or create CRM records
Flag accounts needing outreach