Keep sales managers updated with daily call sources

Sales managers and hiring coordinators get stale call counts, risking missed coaching. A daily refresh writes completed and missed call totals by source so managers review current channel performance.

Overview

Stale call metrics leave managers making decisions with yesterday's view and risk missed coaching or reschedules. This workflow refreshes your daily sales metrics sheet with source-by-source completed and missed call totals so managers review current channel performance and act before standups. Sales leaders report fewer manual updates and faster follow-ups after adopting scheduled metrics refreshes.

Notable Features

Refresh daily call counts by source
Write metrics directly to sales sheet
Flag anomalies for quick follow-up