Update deal lifetime value from line item changes
Update deal lifetime value from line item changes
Your deals show stale lifetime value when line items change, causing mis-prioritized opportunities and bad forecasts. Keep deal LTV current so leaders and reps see accurate economics before reviews.
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Overview
Stale line-item data skews deal economics and leads to poor prioritization. This flow recalculates LTV from line items and writes it to each deal so sales and finance see updated economics within minutes, ahead of forecast reviews.