Overview
Weekly Meeting Update is the client-ready meeting workspace for a selected deal. Staff review performance, including Email open rate, meeting rows, narrative, internal sync notes, source history, and completed report versions. In Edit update, every valid draft change saves automatically after a short pause.
How to use this page
Select the client
Choose a client in the Client Switcher. The page loads that deal's Weekly Meeting Update. Select a client before editing when prompted.
Review the performance snapshot
Review Outbound dials, Conversations, Meetings booked, Meetings held, Potential meetings, Emails sent, and Email open rate. Email open rate is the percentage of trackable sends with a human open. It shows Not available when the period has no trackable sends.
Open a private draft
Select Edit update. The editor opens as a private draft, so changes do not appear to clients, completed reports, or exports while you work.
Edit with automatic saving
Change the title, narrative, metric overrides, meeting rows, custom sections, date range, meeting timing, or internal sync notes. After a short pause, the editor saves the latest valid draft automatically.
Choose the date range
Use Last 7 Days, Last 14 days, Quarter to date, Year to date, Outreach to date when available, or Custom range. Last 7 Days uses the seven completed Eastern Time calendar days before today, excluding the current day.
Refresh source data
Use Refresh data in the header or a section Refresh button to recalculate metrics, including Email open rate, and synchronize live source rows. During editing, wait for Saved automatically if Refresh is disabled.
Maintain the update
Update the client-ready narrative and meeting tables as needed. Use Client sync notes for private working notes. They autosave with the draft and are excluded from client views, completed versions, and Google Doc exports.
Export or complete the report
Wait until the draft is saved, then use Export to Google Doc for the current staff update or Complete current draft to freeze the client-ready state as a dated report version. The Performance Snapshot must match the reporting period before completion.
Recover a completed reporting period
If a completed version already exists for the current reporting period, select Review completed report. Restore that version as the current draft or remove it after confirmation before completing another report for that same period.
What the buttons do
- Edit update
- Opens a private editable draft. Valid changes save automatically while you edit.
- Refresh data / Refresh
- Refreshes the performance snapshot, including Email open rate, and live meeting-source rows.
- Performance snapshot
- Shows the selected reporting period's performance metrics. Email open rate is shown as a percentage when trackable sends exist.
- View saved update
- Exits a fully saved draft and returns to the client-ready staff view.
- Complete current draft
- Freezes the current saved client-ready update as a dated completed report version for its reporting period.
- Export to Google Doc
- Creates a Google Doc from the current saved staff update, including its displayed performance metrics.
- Review completed report
- Opens the completed version for the current reporting period so staff can review, restore, or remove it after confirmation.