Create revenue entries from closed deals in reporting table
Create revenue entries from closed deals in reporting table
Closed deals aren't reaching the revenue table, causing delayed invoices and gaps in month-end reports. Create a revenue record per changed deal so finance reconciles and bills before month-end.
Overview
When deal fields change, finance often hunts for missing revenue rows and misses month-end billing. This workflow pushes changed deals into a central revenue table so your finance managers can reconcile and invoice before the monthly close.