Keep capital markets revenue dashboard updated when shipped

Co-founders lose shipped revenue when spreadsheets stay stale. This updates the shared revenue dashboard when rows are marked Shipped so leaders see shipment and revenue status.

Overview

Stale shipment data creates risky financials before close, leaving capital markets leaders making decisions on outdated revenue. This workflow keeps your shared revenue dashboard aligned with shipped confirmations, eliminating manual reconciliation and giving leadership near real‑time shipment and revenue visibility.

Notable Features

Update dashboard when row marked Shipped
Log change for audit and trace
Notify finance leaders on key updates