Update weekly open and entry pipeline metrics in dashboard
Update weekly open and entry pipeline metrics in dashboard
Pipeline figures sit in CRM reports and not your goal tracker, causing misaligned numbers for ops and engineering. It updates your goal tracker weekly so leaders get aligned pipeline context before reviews.
Overview
Stop starting leadership reviews with mismatched pipeline numbers; stale figures delay decisions and waste prep time. This flow pulls the CRM report and writes open and entry pipeline values into your goal tracker every week so ops and engineering leaders see aligned metrics ahead of the meeting.