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For IT: Ensure weekly lead counts in central sales sheet

IT can't capture weekly lead counts before counters reset, leaving sales managers without a full week record. That ensures sales managers have the full week snapshot before counters reset.

For IT: Ensure weekly lead counts in central sales sheet

Overview

Missed weekly snapshots create reporting gaps that blind sales managers during performance reviews. This scheduled flow records a consolidated lead-count row to the central sales sheet before counters reset, eliminating manual handoffs and ensuring managers always have a complete weekly snapshot.

Notable Features

  • Add weekly lead-count row
  • Reset source counters after snapshot
  • Alert sales managers on completion

For IT: Ensure weekly lead counts in central sales sheet