Update rolling closed opportunities count across sheet and display
Update rolling closed opportunities count across sheet and display
Your closed-opportunity counts are entered manually, leaving reports and display boards out of sync. Automated updates keep your reporting sheet and display current for same-day reviews.
Overview
Manual updates fragment your pipeline view and leave floor displays stale; this flow writes pushed metrics to your reporting sheet, persists a rolling value, and publishes the month-labeled total to the display within minutes. That gives managers and field reps a single source of truth for same-day pipeline reviews.