Populate daily revenue, refunds, and seats sold into sheet
Populate daily revenue, refunds, and seats sold into sheet
Your payment exports include revenue and refund rows that skip reporting. It appends revenue, refunds, and seats-sold to your reporting sheet so figures are ready for daily reviews.
Workflow preview:
Zap details:
Overview
Manual pulls of payment exports leave your dash out of date and slow campaign decisions. This workflow routes incoming payment files into a shared reporting sheet and extracts revenue, refunds, and seats-sold so managers and executives see updated figures each morning.