Remove downgraded sales deals from forecast spreadsheet rows

Downgraded CRM opportunities left in your forecast inflate projections and skew resource planning. This removes them from the forecast so leadership sees accurate numbers before monthly reviews.

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Overview

Stale forecast rows from downgraded deals distort planning and lead to poor resourcing decisions. This flow removes downgraded opportunities from the shared forecast sheet automatically so leadership has accurate pipeline numbers within minutes, improving clarity for your next monthly review.