For project managers: keep coaching attendance KPI accurate
For project managers: keep coaching attendance KPI accurate
Project managers miss coaching attendance flags in KPI tables, producing stale reports and missed follow-ups. Automated updates refresh KPI attendance so project managers start reporting and follow-up.
Overview
Project managers lose visibility when coaching attendance isn't reflected in KPI records, resulting in stale reports and missed follow-ups. This workflow keeps KPI attendance current by matching contacts and updating the KPI table automatically, enabling faster reporting and reliable follow-up—teams report fewer missed actions.
Notable Features
- Update KPI attendance records
- Match contacts by normalized email
- Notify project managers on changes