Update monthly sales totals for product and campaigns
Update monthly sales totals for product and campaigns
You get individual sale entries without monthly product or sale-type totals, so campaign ROI is unclear. Keep monthly totals updated so campaign managers can report progress before weekly reviews.
Workflow preview:
Zap details:
Overview
When sale submissions arrive without consolidated monthly totals, campaign ROI stays buried and weekly reporting lags. Centralize and normalize each sale into product and sale-type month totals so marketing and revenue ops see accurate progress within minutes and presentable figures for weekly reviews.