Keep customer support ops renewal revenue up to date

Customer support ops miss deal amount changes, creating stale renewal totals and manual reconciliation. This workflow updates the revenue tracker so finance and support ops report from current renewal records.

Overview

Missed deal amount updates lead to stale renewal figures and extra reconciliation work for finance and support ops. This workflow keeps the revenue tracker current so finance and support ops report from the same renewal records, reducing reconciliation friction and preventing missed renewals.

Notable Features

Update revenue tracker on change
Lookup existing deal by ID
Notify finance and support ops