Weekly Meeting Update

How to use this page

1. 1

   Choose the client and report period

   Select a client and review the current draft and date range. Use the period controls in edit mode or Custom range when you need a different reporting window. Rolling periods resolve to explicit calendar dates in Eastern Time, and the page keeps the selected reporting window with the draft.

2. 2

   Review an automated weekly report draft

   When an internal draft is available, review its source window, evidence, summary, learned points, work in progress, trends, information requests, referrals, reconnection attempts, call details, and SDR reviews. The preview is review-only and clients cannot see it. While a pending automated draft is waiting for review, publish and new-draft actions remain hidden until you edit the full draft.

3. 3

   Edit the full automated draft

   Select Edit full draft and confirm. The generated sections move into the editable report, and the page scrolls to the editing workspace and focuses the first editor. The original automated copy stays available as the preserved source until the report is published. Editing the full draft does not publish it. If the draft was already applied, select Restore full draft into editor to put the preserved generated sections back into the editor.

4. 4

   Refresh the performance snapshot

   Open an editable report to review dials, conversations, meetings booked, meetings held, Potential Meetings, emails sent, Human Open Rate, Overall Answer Rate, Human or Target Pickup Rate, and Qualified Conversation Rate. If its saved KPI snapshot belongs to a different reporting period, SalesHive repairs it automatically for the report's current date range. Metrics also refresh automatically near the next client meeting, and strategists can select Refresh at any time. Published reports remain frozen. Overall answer and human pickup use tracked Platform dials. Qualified conversation rate is productive conversations divided by outbound dials.

5. 5

   Edit the client-ready report

   Select Edit update to open the editable report. The page moves to the editing workspace and focuses the first editor. Change the title, narrative sections, live row status and notes, section order, section visibility, custom sections, charts, meeting timing, time zone, date range, and source history. Draft changes save automatically and stay private. Use Hide from client view or Show in client view on a section to control the published client view. Client sync notes stay in the internal notes rail and are excluded from the client-ready view and Google Doc export. Their Saving, Saved automatically, or Save failed status is tracked separately, so note autosaves do not disable the report's publication controls.

6. 6

   Preview and publish the report

   When the draft is ready, select Preview client view to leave edit mode and review the client-ready presentation. Select Publish to client to create the published report for that reporting week. If that week is already published, the action becomes Update published report and updates the same client-visible week. Publishing freezes the report's Potential Meetings detail for that exact reporting period and opens the published report in the history area.

7. 7

   Review source-backed meeting sections

   Booked meetings sync selected-range Platform contacts. Meetings to Review covers older Meeting Set or Rescheduled contacts. Potential Meetings shows the live deal-scoped contacts behind the automatic metric, while manual or legacy report rows remain distinct. Publishing freezes that source detail with the report, so a published client view labels it Published metric source and later live changes do not rewrite the historical evidence. Live source rows retain their source identity, and a status change applies immediately to the underlying contact. Matching notes remain with the report.

8. 8

   Start a fresh report with the current layout

   Select New blank report, or New current-week report when that option is available. The confirmation explains that SalesHive keeps the current section headings, section order, internal visibility settings, custom section structure, and meeting timezone. It clears week-specific text and custom-section bodies, resets each section to its default client visibility, and opens the editing workspace with the selected period's current metrics and source-backed meeting rows already loaded. The distinct prior draft, published reports, revision history, source history, and uploaded documents remain available.

9. 9

   Review, export, revise, or unpublish history

   Published weekly reports lists one editable published report for each reporting week. Select a report to open it, use Export for a Google Doc, or select Edit to restore that published week into the current editable draft. A published report export uses its frozen Potential Meetings detail, while exporting the current draft uses the current live detail. The page scrolls to the editing workspace after a restore. Earlier versions and distinct drafts remain in internal revision history. Unpublish removes the report from the client view but preserves an internal revision that can be edited and published again. Open history to review uploaded source documents, prior saved update context, and revision entries; in edit mode, Upload source adds another source document and returns you to the editing workspace.

What the buttons do

Refresh

Refreshes live report metrics, source-backed meeting rows, and the live Potential Meetings source detail when available. Report draft saving and internal client sync note saving show separate statuses.

Edit full draft

Moves the private automated draft preview into the editable report after confirmation without publishing it, then takes you to the editing workspace.

Restore full draft into editor

Restores every generated section from the preserved automated source into the editor after confirmation and takes you to the editing workspace.

Edit update

Opens the editable report view for narrative, rows, visibility, order, charts, and custom sections when no pending automated draft is waiting for review, then focuses the editing workspace.

Exit edit

Leaves edit mode after the latest report draft changes have saved. The report returns to read mode without publishing it.

Preview client view

Leaves edit mode and shows the client-ready view of the saved draft. It does not publish the report.

Publish to client

Publishes the current report for its reporting week, freezes its Potential Meetings source detail, and makes its client-visible sections available to the client.

Update published report

Updates the already published report for the same reporting week after the report draft has been revised, including a new frozen Potential Meetings source snapshot.

New blank report

Starts a content-empty editable report with current metrics and source-backed meeting rows for the selected period. It keeps the current headings, order, internal visibility settings, custom section structure, and meeting timezone while resetting section client visibility to its default.

New current-week report

Starts a content-empty report for the current calendar week with current metrics and source-backed meeting rows, the current reusable layout and meeting timezone, and default section client visibility.

Export to Google Doc

Creates and opens a Google Doc copy. The current draft uses live Potential Meetings detail, while a selected published report uses its frozen detail. Internal client sync notes are excluded.

Open history

Expands uploaded source documents, prior saved update context, and internal revision history.

Upload source

Adds a DOC, DOCX, PDF, TXT, CSV, or XLSX source document to the internal report history while editing, then returns you to the editing workspace.

Edit

Restores a selected published report into the editable current draft after confirmation and takes you to the editing workspace.

Unpublish

Removes a published report from the client view while preserving an internal revision.

Hide from client view / Show in client view

Controls whether an individual report section appears in the client-ready view.

Add chart

Adds a chart to an editable report section.

Add row

Adds a manual meeting or prospect row to an editable meeting section.

Common questions