Update account revenue targets from daily budget sheet

Your account revenue and unit targets live in spreadsheets, leaving sales and finance teams working from stale goals. Keep account records current so leaders see refreshed targets the next morning.

Overview

If your targets live in spreadsheets, your reps and managers work from stale numbers and outreach misses the mark. This flow pushes daily sheet calculations into account records so leaders see refreshed targets each morning and forecast conversations start aligned.