Update business development spreadsheet from new or updated deals

Your CRM deals missing from the business development report distort forecasts and force manual reconciliation. The sheet stays current so coordinators and owners trust forecasts within minutes.

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Overview

When deal entries don’t appear in your business development report, forecasting and staffing decisions get stuck in reconciliation. This workflow keeps the sheet current by copying CRM deal changes into the report so coordinators and owners can act on trusted figures within minutes.