I need a hand with creating automated sales reports.
There is much information I include in weekly reports, but let me walk you through one metric. The process goes like this:
- All leads that end up in a CRM are also recorded in an Excel sheet (this is automated with Zapier). The information included: first and last name, email address, and date.
- On a weekly basis I create a report where I summarize all new leads and add a number to the report. This is done manually, I go to the Excel sheet, CTRL+F, type the date and find how many new leads ended up in a Sheet on a specific date. This is basically the COUNTIF formula in Excel, but I would like to automate it with Zapier.
How can I automate the 2nd step?
Best answer by Troy TessaloneView original