For COOs: keep client dashboard views current weekly

COOs in professional services see dashboard view counts go stale, causing missed outreach and weak account prioritization. Weekly updates keep account records current so managers act on engagement.

Overview

Stale dashboard view counts cause missed outreach and weaken client relationships for professional services firms. This weekly workflow pushes spreadsheet view metrics into account records so account managers act on current engagement signals. Customers report faster response times and cleaner account data for reporting.

Notable Features

Update account records weekly
Pull view counts from spreadsheet
Flag accounts for outreach