Keep marketing ops dashboards updated when opportunities schedule

Marketing ops miss opportunities flipped to scheduled in the CRM, causing stale pipeline and poor resource planning. This workflow updates reporting tools so managers see per-rep scheduling metrics.

Overview

Stale scheduled stages cause marketing ops to base resource plans on outdated pipeline. This workflow captures every opportunity that moves to scheduled, updates dashboard metrics, and notifies managers so planning and per-rep visibility are reliable. Marketing ops teams report cleaner dashboards and faster decisions when these signals are captured.

Notable Features

Route scheduled opportunities to reporting
Update per-rep KPI records
Notify managers of new schedules