Update monthly sales KPI scores on service jobs
Update monthly sales KPI scores on service jobs
Your job KPI fields become outdated after job updates, leaving office staff without reliable rep performance context. Keep KPI scores and last-update dates current for same-day reporting.
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Overview
Outdated KPI fields make it hard to see who’s driving pipeline and who needs coaching. This flow recalculates weighted sales scores and updates job records so office administrators and owners have reliable KPIs for same-day and month-end reviews.