Create structured spreadsheet rows from new sales estimates

Estimates live only in accounting, leaving finance and analysts without line-item visibility for reports. Record each estimate to a shared sheet so billing and data teams can reconcile before close.

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Overview

When estimates only live in the accounting system, reconciliation and analysis stall and data teams spend hours assembling line-item detail. This workflow captures each estimate into a shared sheet so finance coordinators and data scientists get complete, auditable rows within minutes and can close the books and run reports before the monthly close.