Generate bonus-ready revenue and deal rollup by quarter

Your won deals and cash are split between CRM and accounting, delaying bonus reconciliation. It consolidates wins and cash into one quarterly sheet so finance can finalize bonuses before payroll.

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Overview

Stop manual reconciliation at quarter-end and speed bonus approvals. This flow pulls won deals and accounting cash into a single quarterly sheet so finance and sales ops can reconcile and approve bonuses in time for payroll. Expect clear quarter totals and per-deal rows ready on run.