For sales reps: split deal value into services and software

Sales reps changing deal stages leave totals unallocated, causing pipeline misreports. This flow splits totals into services and software on stage change so revenue ops record accurate deal values.

Overview

Misallocated deal totals create blind spots in forecasts and force revenue ops into manual reconciliation. This workflow splits and records services vs. software at stage change, eliminating ad-hoc calculations and restoring confidence in pipeline numbers. Revenue ops report fewer reconciliation tasks and more trust in deal-level forecasts.

Notable Features

Split totals into service and software
Update CRM deal fields immediately
Notify revenue ops on exceptions