That’s not what I had in mind.

Then you end up with a report that goes out automatically every month to leadership pulled directly from the Salesforce data, along with a real time dashboard anyone in the org can look at, broken down by team, vertical, and sales volume.

Why are people so attached to manual process?

Because when one exec ask: "Why is that?" the room goes silent.

It's not what you had in mind, but that's what you get. Because automation, integration, and AI are currently garbage -- Salesforce, Netsuite, doesn't matter. They don't do the magic that they promise. Because process is still very much a human problem, not a computational one.