Skip to content
Update monthly closed leads counts in summary sheet

Update monthly closed leads counts in summary sheet

You rely on closed-leads rows in your master sheet for monthly reporting, but missing roll-ups leave executive reports and forecasts outdated. Keep summary counts current so reports are ready the same day.

Update monthly closed leads counts in summary sheet

Workflow preview:

Zap details:

Overview

When closed leads don't roll into your monthly summary, forecasting and planning rely on stale numbers. This flow automatically increments source-by-source monthly counts as soon as a lead is marked closed, so owners and coordinators get accurate summaries ready the same day.

Update monthly closed leads counts in summary sheet