Update closed invoices to sales KPI sheet for reporting
Update closed invoices to sales KPI sheet for reporting
Your closed invoices and item totals aren't in the KPI sheet, causing billing confusion and slower fulfillment prep. Keep KPI rows updated automatically so reports and pick lists are accurate same day.
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Overview
Manual KPI updates cost you time and create reconciliation gaps; this flow updates your sales sheet the moment invoices close. That gives you same-day visibility into revenue and item counts so reporting and production planning happen without delay.