Update daily rep performance row in tracking sheet
Update daily rep performance row in tracking sheet
Your saved reports for calls, leads, and offers are uncompiled and scatter across dashboards. It consolidates those totals into your tracking sheet so you see rep performance by morning.
Overview
Run this nightly job to consolidate each rep's saved-query totals into one tracking row, so you and your sales manager wake up to an accurate performance snapshot each morning. It removes manual collection and gets you review-ready ahead of morning meetings.