Update deal cost markup from matching line items
Update deal cost markup from matching line items
Your deal line items miss markup tags, causing deal economics and campaign attribution to be misaligned. Keep deal cost fields accurate so reports reflect true margins before daily pipeline reviews.
Overview
Fee and markup line items that never reach deals skew margin reporting and campaign ROI for revenue and marketing teams. This workflow pushes matching line-item amounts into the deal cost/markup field so stakeholders see accurate economics within minutes, enabling reliable daily pipeline reviews.