Flag deals with mismatched win and meeting months

Sales reps and managers face misaligned close-month reporting when a deal's won month differs from the meeting month. It tags those deals and notifies managers so reports align with signing activity.

Overview

Misaligned won and meeting months distort pipeline reporting and force manual reconciliation by sales managers. This workflow surfaces mismatches, assigns them for review, and notifies owners so pipeline reports reflect actual signing activity and reconciliation work happens proactively.

Notable Features

Flag deals with month mismatch
Notify managers of flagged deals
Add reconciliation status to deal record