Dismiss stale estimates and email daily dismissal report

Your open estimates older than set thresholds hide pipeline health and delay billing readiness. Run daily dismissal and email a digest so operations and owners have an accurate pipeline before weekly planning.

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Overview

Old open estimates distort pipeline health and slow billing; this run closes qualifying estimates automatically and delivers a concise daily digest to operations. Operations managers and business owners get a cleaned, billing-ready backlog each weekday ahead of planning.