Update customer lifetime spend from new sale entries
Update customer lifetime spend from new sale entries
When a sale is logged on your operations board, customer spend totals can drift and reporting becomes unreliable. Keep customer lifetime spend current for same-day reporting.
Overview
When you log a sale in your operations board, customer spend totals should update automatically so follow-ups and bookkeeping stay accurate. This flow keeps lifetime spend current and delivers same-day totals for outreach and reconciliation.