Add new deals to monthly and master report

Your CRM new deals aren't in reporting, so pipeline visibility is fragmented and commission prep is delayed. Add each deal to monthly and master sheets so sales ops can review reports same day.

Workflow preview:

Zap details:

Overview

When deals remain only in the CRM, pipeline reports lag and commission work stalls. This flow ensures every new deal populates both a monthly sheet and an all-deals master so sales ops and managers can reconcile pipeline and prep commissions same day.