Record client reassessment dates into central tracker sheet

Your opportunity reassessment dates scattered across CRM delay refunds and reconciliation. You get a single tracker to reconcile cases faster before the next payout run.

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Overview

If reassessment dates live only in CRM, finance and case teams miss refund windows and reconciliation becomes manual. Capturing those dates and financial details into a single tracker surfaces timelines and payment info so you can reconcile and follow up before the next payout run.