Set actual deal value on closed deals in your board

Your closed deals often lack a base-currency amount, causing invoice delays and manual reconciliation work. It fills the deal's actual value so billing and revenue reporting are ready the same day.

Set actual deal value on closed deals in your board

Overview

Closed deals without a base‑currency value stall invoicing and create reconciliation work for finance. This flow automatically computes and writes the actual deal value into your deals board so billing staff can generate invoices and complete revenue reporting the same day.

Set actual deal value on closed deals in your board