Keep marketing ops updated on 5-year purchase revenue

Marketing ops lack up-to-date source revenue when 5-year purchases aren't tallied, causing attribution blind spots. It updates per-rep daily and MTD counters and sales-by-source totals.

Overview

When qualifying 5-year purchases aren't recorded, marketing ops suffer attribution blind spots and manual reconciliation. This workflow captures each payment, increments per-rep daily and MTD counters, and updates sales-by-source totals so marketing has current revenue visibility. Teams see fewer reconciliation tasks and clearer source reporting.

Notable Features

Increment per-rep daily counters
Update month-to-date revenue totals
Push source revenue to dashboards