Keep account discount levels accurate for ops managers

Operations managers find CRM discount mismatches from analytics exports, causing billing errors. This flow updates CRM discount tiers from exports so finance reviews billing-ready accounts.

Overview

Discount mismatches before billing create invoice risk and extra reconciliation for operations and finance. Aligning analytics exports with CRM discount fields eliminates guesswork so account managers and finance review billing-ready accounts with fewer billing exceptions and less manual follow up.

Notable Features

Filter analytics exports for mismatches
Normalize discount formats and tiers
Update CRM discount fields automatically