For marketing agencies: keep MRR in CAD current daily

Sales ops at marketing agencies see manual MRR updates produce inconsistent CAD revenue and risky forecasts. Daily refreshes update each active deal's MRR in CAD so sales ops and finance share one reliable revenue source.

Overview

Manual MRR updates leave marketing agencies with inconsistent revenue figures and shaky forecasts. This scheduled workflow refreshes every active deal's MRR in CAD daily so sales ops and finance report from the same reliable numbers, eliminating stale figures and simplifying reconciliation.

Notable Features

Refresh deal MRR in CAD
Apply latest FX rates
Notify sales ops and finance