Keep sales ops' incentivized payments in master sheet

Sales ops rekey finance cards, causing inconsistent incentivized payment records. Automatic updates keep the master sheet normalized, so finance and ops have reliable records for reporting and payouts.

Overview

Sales ops struggle when incentivized payments are recorded inconsistently, creating reconciliation headaches and unreliable reports. This workflow routes every new finance card into a normalized master sheet and flags anomalies, giving finance and ops consistent inputs so reporting and payouts proceed from dependable records.

Notable Features

Populate master spreadsheet on new cards
Normalize fields for consistent records
Notify finance when duplicates detected