Tracking Sales Automatically with ClickUp & Zapier | ClickUp Sales Dashboard

[@DaSilvaLife]

Ready to automate your sales tracking process?! Grab the Sales Tracking ClickUp Template in our Template Shop 👉🏼 www.dasilvalife.com/product/sales-tracker-template

[@thewebpagesite]

Thanks for this video. We're migrating from another product to click up. This is really helpful.

[@DaSilvaLife]

So glad this video was a great resource for you as you're switching over! 🙌🏼 Make sure to check out our ClickUp playlist for other videos that could be a great resource as well: ua-cam.com/video/cd9krYrokqY/v-deo.html

[@SummitForWellness]

Also you have the Month added on to each task when created, how do you have that dynamically apply the correct month?

[@DaSilvaLife]

Currently I change the automation once a month to adjust to the new month. Hoping that the automations are robust enough soon that I can make this dynamic and add it to the template!

[@SummitForWellness]

So all your sales are tasks, do you ever close out the tasks or do you leave them open so that the dashboard can organize them appropriately?

[@DaSilvaLife]

I always leave them open unless I process a refund!

[@WhoGivesAFit]

Super helpful! What software do you use for your video editing and captions?

[@DaSilvaLife]

Thank you! We have an editor for YT videos and if I'm not wrong he uses Adobe Premiere :)

[@DenisseCecena-f2w]

Hi Kristi, what type of field is the "month" column in the sales tracker?

[@DaSilvaLife]

The custom field for the Month column is a dropdown 🙂