View Scheduler
If the data matters, deliver it.
Your CRM already knows which leads are going cold, which customers haven’t been touched in 90 days, and which orders shipped yesterday. The problem is, nobody’s looking. Most teams check their CRM when they remember to check it. View Scheduler delivers the views that matter—automatically—so your team stays informed without opening CRM multiple times each day.
The Problem You’re Already Living With
Your sales manager builds a view in CRM: “Accounts with planned revenue but no sales activity in 180 days.” It’s a good view. The logic is solid. The data is there.
And then… nothing happens.
Because nobody checks it. Not consistently. Maybe someone remembers on Monday mornings. Maybe they check it during pipeline reviews. But mostly, it just sits there while sales continue to drop.
So your manager ends up doing what every manager does: they export it to Excel once a week, manually email it to the team, and hope people actually open it.
This isn’t a CRM problem. It’s a visibility problem. The information exists. It’s just not in front of the people who need to act on it.
What View Scheduler Does
Instead of expecting your team to go find information, View Scheduler delivers it to them. Automatically. On whatever schedule makes sense. You pick the CRM view. You set the frequency. View Scheduler sends it as an email—formatted, readable, and ready to act on. That’s it.
Here’s what that looks like in practice:
Your Distribution Manager wants yesterday’s orders in her inbox every morning at 7 AM. Done.
Your Sales VP wants a weekly summary of calls his team logged. Sent every Monday.
An AR manager wants a monthly list of invoices over 90 days past due. First of the month, every month.
A Payroll Manager needs timesheets from 40 employees every Monday. Delivered automatically at 10 AM, ready for processing.
A Quality Manager wants to see every service ticket opened in the last 24 hours, in her inbox each morning before her team meeting.
Why This Matters More Than You Think
You already have dashboards. You already have reports. This is different.
View Scheduler is about creating operational rhythm without adding meetings, tasks, or process overhead.
One client uses it to send a daily list to their entire sales team: accounts with open opportunities but no recent activity. The view takes a few minutes to set up. But now, every rep starts their day knowing exactly where to focus. No verbal reminders. No follow-up emails. No “did you check CRM today?”
The data was always there. Now it’s actually working for you.
Shipped Orders
Sales Activities
Past Due Invoices
Weekly Timesheet
New Service Tickets
What You Get
Included with P2 Control Layer Plans
View Scheduler is part of the P2 Control Layer—a set of tools we build, support, and maintain for clients who want their CRM to do more than store data.
Setup and configuration tailored to your environment. We don’t hand you a manual and wish you luck.
Ongoing maintenance and updates. As your CRM evolves, we make sure View Scheduler keeps working.
Support when you need it. New view? Different schedule? We handle it.
This isn’t a plugin you install and forget. It’s a capability we support over time.
Pricing: View Scheduler is included at no additional cost with our Managed Service Plans. It’s also available through Control Layer Plans (starting at $545/month for Foundation + 1 Solution).
See It In Action
Here’s a quick walkthrough showing how views get scheduled, how emails are formatted, and how your team receives the information.
What to Explore Next
View Scheduler Works Best with the Rest of the Control Layer
If you’re thinking about View Scheduler, you’ll probably also want to look at:
