Update strategic performance measures from daily CRM report
Update strategic performance measures from daily CRM report
Your CRM sustainability KPIs go stale, leaving finance and program leads without timely figures. It refreshes strategy measure values daily so stakeholders see current numbers before close.
Overview
Stale sustainability KPIs slow reporting and obscure program progress for finance and leadership. This flow refreshes strategy measure values from your CRM report every weekday by 4 PM, so stakeholders see current numbers for day-end decisions.