Record daily new deal counts to your reporting sheet
Record daily new deal counts to your reporting sheet
You miss short-term pipeline signals when daily deal counts aren't recorded, leaving reports with gaps. Capture filter-based counts into a shared sheet so BI can review trends each morning.
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Overview
Start mornings with reliable pipeline context rather than squinting at incomplete reports. This scheduled workflow pulls filter-based new-deal counts and appends them to a shared sheet so BI and revenue leads can see 30-day trends by the start of day.