Update KPI sheet with appointment outcomes from CRM
Update KPI sheet with appointment outcomes from CRM
Your appointment outcomes aren't reflected in the KPI sheet, so leadership sees stale meeting data and misses coaching signals. Keep the dashboard accurate and ready for weekly forecasts same day.
Overview
When appointment outcomes don't reach your KPI workbook, forecasts and coaching lose credibility. This flow writes normalized meeting results into the master sheet so leadership sees accurate outcomes and prepares for weekly forecasting the same day.