Keep software sales leaderboards accurate for CSMs and managers

CSMs miss credit when won subscription deals aren't logged, costing recognition. Log won deals for selected products to the competition sheet, giving managers and reps an auditable leaderboard.

Overview

Missed leaderboard entries undermine rep recognition and skew performance reviews for software CSMs. This workflow captures won subscription deals for targeted products into a single competition sheet and notifies managers, creating an auditable leaderboard and ensuring reps get timely recognition.

Notable Features

Add won deals to leaderboard
Check for duplicates before adding
Notify managers of new entries