Keep legal controlling MS365 revenue forecasts up to date

Head of controlling at a legal firm sees contract edits erase recurrence previews, producing stale MS365 figures in reports. It updates MS365 with next-recurring previews, keeping per-customer revenue current.

Overview

Stale recurrence previews create blind spots in controlling and risk misstated recurring revenue at month end. This workflow captures next-recurring previews and updates your MS365 controlling sheet so reports reflect current per-customer revenue, removing manual updates and reducing reconciliation headaches.

Notable Features

Capture next-recurring preview data
Update MS365 controlling sheet
Send alerts for missing previews