This board shows customer names, so it asks once per visit. The same access opens your store's Opportunity Board and lets you upload the day's PDFs.
Daily habit, all in one drop: ① DriveCentric Visit board filtered to This Month per store (the unfiltered board undercounts — it drops visitors once they advance or are marked Dead) · ② Sold ticker Table → Date — yesterday's view in the morning for the day's final numbers; today's view any time, and each drop records a timed checkpoint (12:00 · 3:00 · end of day) · ③ Sold ticker Table → Month — morning only, before entries start: it is the day-close record. Drop files together or one at a time; file names don't matter — the page reads what's inside, including when each PDF was printed. A copied ticker-API response saved as .json works here too.
Each month counts unique visiting customers per store — the same metric as DriveCentric's "This Month" count. A customer who returns in a later month counts in that month too, and once recorded here they stay recorded even after they advance to Proposal or Sold and leave the DriveCentric board.
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