Add a Google Sheet as a browsable, searchable resource. Sheets refresh automatically every morning; use Reload from sheet for an instant update. Share the sheet (Viewer) with slim-guide@funder-kpi-dashboard.iam.gserviceaccount.com first.
Who can sign in, and what they see. Use the email they sign in with. For sales reps, “Salesforce name” links them to their own tracking numbers.
Tracking numbers come from the sales and calls_daily tabs of Funder KPI Data. They refresh automatically every morning at 7:30 Pacific, after the Salesforce sync.
The last 50 questions. “Not found” points to a manual you may need to add; “Not helpful” points to an answer or manual that needs fixing.