Update budget from uploaded sheet values for planning

Your uploaded budget worksheets are unstandardized, forcing manual extraction that slows event budgeting. It standardizes numeric fields and updates the record so planners have consolidated estimates same day.

Update budget from uploaded sheet values for planning

Overview

Unstandardized workbook uploads make your planning team spend hours normalizing numbers before forecasts. This flow extracts, normalizes, and writes formatted budget fields back to the originating record so directors can review consolidated estimates same day.

Update budget from uploaded sheet values for planning