Give project managers up-to-date deal economics on leads
Give project managers up-to-date deal economics on leads
Project managers lose accurate deal economics after opportunity changes, causing prioritization and forecast gaps. Keep lead records updated so sales prioritize using current deal economics for forecasting.
Overview
Stale deal economics cause misprioritization and forecasting gaps that ripple through sales and project planning. This workflow keeps cumulative gross profit and lead margin on each lead current, so sales and project managers prioritize the right deals and forecasts reflect live deal economics.
Notable Features
- Recalculate cumulative profit on change
- Write updated margins to lead records
- Notify stakeholders of margin shifts