Create sales order records from moved board cards

Moved sales order cards aren't recorded centrally, leaving reporting fragmented and reps missing follow-up. This creates consolidated rows so billing and sales have accurate metrics before month-end.

Overview

When cards move into your pending sales list, order details often never make it into your billing records; this builds a single Sales Order metrics table from those card movements. It reduces manual reconciliation and delivers accurate records to billing and sales ahead of month-end reporting.