Summary
Business+Use Prospect 365 connected KPIs to automate reporting in Elevale. Pair metrics with OKRs, dashboards on KPIs & Dashboards, and weekly business reviews.
Who this is for
Team leads and operators who want example KPIs and workflows from this integration.
Sales operations
Pipeline and opportunity counts for weekly sales stand-ups.
Contact growth and activity metrics alongside BD logs.
Next steps
Connect: Setup & usage
Pick metrics: Data points