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Marketing ops: add sold deals to master workbook

Marketing ops: add sold deals to master workbook

Marketing ops lose sold entries when status updates aren't captured, causing reconciliation gaps. It adds a formatted row to the master sales workbook so finance and ops have normalized records.

Marketing ops: add sold deals to master workbook

Overview

Missed or messy sold entries create reconciliation headaches for marketing ops and finance, risking inaccurate revenue reporting. Routing every 'Sold' status into a formatted master workbook gives finance a single source of truth and a clear audit trail. That reduces manual row entry and helps reconciliation run more smoothly.

Notable Features

  • Format sale fields consistently
  • Add row to master workbook
  • Notify finance and ops of entries

Marketing ops: add sold deals to master workbook