Update daily advisor KPI rows for team charts
Update daily advisor KPI rows for team charts
Your advisor lists across sheets give inconsistent daily counts and make KPI charts unreliable. The workflow consolidates and updates the dashboard so coordinators have accurate metrics before morning standups.
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Overview
Start your day with reliable advisor KPIs rather than chasing inconsistent counts. This flow consolidates source lists, normalizes names, and refreshes the dashboard before morning standups so coordinators can act immediately.