Create monthly rate snapshot rows for sales records

Your partner rate table sits in a working sheet, forcing manual exports and ad-hoc comparisons. It appends a dated snapshot row to a history sheet so you have consistent monthly records for reporting.

Overview

Run a monthly snapshot that captures dated copies of your current partner rates so sales ops and revenue analysts no longer rebuild histories by hand. That gives you consistent month-over-month data ready for pricing reviews and the monthly reporting cycle.