Populate monthly lead summary from master sheet automatically
Populate monthly lead summary from master sheet automatically
Your monthly lead summary goes stale when daily totals aren't copied, creating reporting gaps and extra manual work. It rebuilds the sheet from the master table so reports are ready before month-end.
Overview
Manual month-end rollups slow decision-making and introduce errors that leadership sees in reports. This flow clears and rebuilds the monthly lead summary from your master table on a scheduled run, giving business owners and program coordinators a complete day-by-day report ready before month-end.