Keep IT-managed sales sheet accurate for closed-won updates

IT admins see Closed Won deals miss the central sales sheet, causing stale monthly bookings and extra finance reconciliation. It updates the shared sheet so finance has accurate totals.

Overview

Missed Closed Won entries create stale monthly bookings and force manual finance reconciliation. This workflow keeps the central sales sheet current when deals close, eliminating manual updates and ensuring finance works from accurate cumulative totals. Teams report faster reconciliations and far fewer manual corrections.

Notable Features

Update shared sales sheet on close
Increment monthly deal count
Alert finance of reconciled totals