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Update cashflow planning rows from deal start date

Update cashflow planning rows from deal start date

Your coaching start dates in CRM can be out of sync with planning sheets, delaying installment schedules and cashflow forecasts. Finance and program coordinators can act on start dates the same day.

Update cashflow planning rows from deal start date

Overview

When deal start dates slip out of sync, billing runs and installment planning stall and forecasts lose accuracy. This flow keeps your planning sheet current so finance and program leads can schedule installments and reconcile cashflow the same day.

Update cashflow planning rows from deal start date