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rows in your master sheet for monthly reporting, but missing roll-ups leave executive reports and forecasts outdated.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.
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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.