Keep business owners' daily Essentials conversion counts accurate and current

Business owners see paid-deposit stage changes leave daily conversion totals stale. Keeping the daily conversions row updated gives reporting and ops current totals to act on.

Keep business owners' daily Essentials conversion counts accurate and current

Overview

Business owners risk reporting blind spots when paid-deposit deals don't update daily counts, leaving ops working from stale totals. This workflow keeps the daily conversions row current so reporting and operations work from the same numbers and manual tallying is eliminated.

Notable Features

  • Increment daily conversions row
  • Filter deals by paid deposit
  • Notify ops on count updates

Keep business owners' daily Essentials conversion counts accurate and current