Finance owners: add closed deals to reporting sheet

Finance owners miss closed revenue when deal stages change without an entry, creating reporting gaps. Record closed deals into your reporting sheet so finance and leadership have accurate revenue.

Overview

Unrecorded closed deals create blind spots in financial reporting and expose leadership to risky forecasts. This workflow ensures every closed deal is sent to your reporting sheet and notifies finance for verification, eliminating gaps and keeping leadership confident in revenue reports.

Notable Features

Add closed deals to sheet
Send alerts to finance and leadership
Flag merged deals for review