IT: Log commercial estimating submissions as KPI rows
IT: Log commercial estimating submissions as KPI rows
IT admins see estimating submissions go unlogged, causing pre-construction managers to miss KPI rows. This flow logs each submission into the KPI sheet so managers gain consolidated visibility.
Overview
Missed or unlogged estimating submissions create blindspots in workload and pipeline readiness. This workflow captures every commercial estimating form entry as a KPI row and pushes consolidated, formatted rows into your KPI sheet, giving pre-construction and operations managers immediate visibility and eliminating manual reporting gaps.
Notable Features
- Log submissions as KPI rows
- Format submission date to local
- Notify managers of new entries