Keep KPI reports current for operations managers nightly

Operations managers find KPI sheets stale, forcing leaders to rely on outdated funnel and call counts. Nightly queries update the central report so ops and sales leaders see current monthly counts.

Overview

Stale KPI spreadsheets make leadership decisions risky and slow. This workflow runs scheduled queries and updates the central reporting sheet, ensuring ops and sales leaders open reviews with current monthly funnel and call counts. It eliminates manual refreshes and preserves a clear update trail for audits.

Notable Features

Run scheduled KPI queries
Update central reporting spreadsheet
Deliver refreshed counts to leaders