Engineering: log 'Contract Sent' opportunities to KPI sheets
Engineering: log 'Contract Sent' opportunities to KPI sheets
Sales managers miss entries when opportunities move to 'Contract Sent', causing reporting gaps and stalled handoffs. Engineering logs those status changes into KPI sheets, so managers get consistent pipeline records and faster follow-up.
Overview
Missed 'Contract Sent' records create blind spots in the forecast and slow operational handoffs. This flow guarantees every Contract Sent opportunity is captured in your KPI sheets, delivering consistent pipeline records and enabling faster follow-up.
Notable Features
- Log contract-sent opportunities to sheets
- Format and normalize date fields
- Alert managers on new KPI rows