Update dashboard metrics from new client onboarding form submissions
Update dashboard metrics from new client onboarding form submissions
Your onboarding form responses don't update the client dashboard, causing miscounted clients and delayed billing readiness. It keeps client counts and contract totals current for same-day reporting.
Overview
When onboarding forms fail to feed your dashboard, coordinators and billing staff work from stale numbers and preparation stalls. This flow reconciles form submissions into your database and reporting sheet and refreshes the stakeholder widget so counts and contract totals reflect new submissions within minutes.