Add sold estimate rows to sales report sheet

You lack consistent sales visibility when sold estimates aren't recorded for reporting and crew planning. The sheet is populated automatically so your sales and operations teams see fresh data same day.

Overview

When sold estimates aren't tracked centrally, forecasting and crew planning lag and leaders spend hours consolidating data. This flow captures each sold estimate into a single sales worksheet with salesperson, campaign, and reporting windows enriched automatically so leaders see accurate pipeline data same day.