Update deal live profit and margin on sign-off
Update deal live profit and margin on sign-off
You miss accurate deal economics when sign-off profit changes aren't captured, leaving billing and project reports stale. It keeps live profit and margin aligned so teams have correct figures same day.
Workflow preview:
Zap details:
Overview
Sign-off profit changes often arrive after approvals and leave deal economics out of date, which stalls billing and blinds project managers. This flow calculates and writes live profit and margin back to the deal so finance and project leads see accurate figures the same day.