Help business owners keep estimates accurate after lost deals

Business owners lose sight when deals shift to 'Job Lost - Not In Budget', skewing forecasts and staffing. It writes lost amounts to your estimates sheet on stage change, keeping forecasts accurate.

Overview

Missed lost-deal entries skew forecasts and leave resource planning blind. This workflow ensures every 'Job Lost - Not In Budget' deal and amount lands in your estimates spreadsheet, eliminating missed entries and keeping forecasts aligned with pipeline reality.

Notable Features

Update estimates on stage change
Lookup associated contact and deal
Notify ops and sales coordinators