Keep daily sales leaderboards current for business owners

Business owners lose visibility into reps' hourly deals when posts scatter across chat, causing missed coaching and stalled pipelines. Per-agent records update hourly so managers can act.

Overview

When hourly deal posts scatter across chat, coaching opportunities get missed and pipelines can stall. This workflow consolidates those posts into per-agent daily records so business owners and managers see current deal counts, eliminate manual consolidation, and coach proactively.

Notable Features

Aggregate hourly deal posts
Create per-agent daily records
Notify managers of leaderboard changes