For consumer services owners: populate prior-year booking totals
For consumer services owners: populate prior-year booking totals
Business owners in consumer services miss prior-year booking totals in new stats, causing stale reporting and planning gaps. So owners get accurate year-over-year figures quickly.
Overview
Missing prior-year booking totals jeopardize forecasting for consumer services owners. This workflow populates last year's booking counts into each new stats record, eliminating manual lookups and giving owners accurate year-over-year figures for confident planning.
Notable Features
- Calculate prior-year booking totals
- Insert totals into stats records
- Flag missing historical data for review