Update deal monthly value from rate and hours

Your deals lack up-to-date monthly values when rate or hours change, causing forecasting gaps. The deal value is recalculated and updated so reports use correct figures ahead of monthly reviews.

Overview

If rate or staffing fields change in a deal, your reported pipeline value can drift overnight; that undermines budget conversations and forecasting. Recalculating the monthly figure and updating the deal automatically gives business owners and sales managers accurate pipeline numbers within minutes, so forecasting and budgeting use current data ahead of monthly close.