Keep delivery forecasts aligned between CRM and workspaces

Delivery leaders watch CRM forecast changes miss projects, causing planning mismatches and resource risks. It writes CRM forecast into workspace fields so delivery and finance share one forecast.

Overview

Missed forecast updates leave planners and finance working from different realities, causing overbooked staff and billing surprises. Mirroring CRM forecast categories into project workspace custom fields creates a single source of truth so delivery leaders and finance plan confidently. Customers report faster handoffs and fewer planning mismatches.

Notable Features

Write CRM forecast to workspace fields
Map forecast categories via lookup table
Notify delivery and finance on updates