Keep project managers' payments spreadsheet current on wins

Project managers miss won deals in reports, causing payout errors and reconciliation gaps. It writes closer and setter info to the payments sheet when a deal is marked won, so finance can reconcile.

Overview

Missed or late commission entries create friction between sales operations and finance. This workflow ensures every won deal writes closer/setter and commission details to your payments ledger, eliminating manual handoffs and preventing payout gaps. The result is faster reconciliation and fewer missed follow-ups for finance and project managers.

Notable Features

Write payments rows from won deals
Capture closer and setter details
Add audit trail for finance