How to Track Bottom Line Metrics using a Weekly ROI Form | Make.com & Airtable Automation

If your service cannot track bottom-line metrics such as the revenue generated by your clients it's important to establish some processes around that.
In this way you can:
- Track Revenue or Bottom Line metrics thanks to the client help
- Make the whole process automatic on a weekly basis
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[@errmmm]

For clients that have a long sales cycle, do you have recommendations on how to track this?

[@riccardovandra]

Interesting question! What I’d personally do is add an estimated sales cycle time in Airtable in days, the day where you send the last update email and an additional field to check how much time has passed since the last update (in days)
When the time is equal to the estimated sales cycle time, you use that as a trigger to send the email!