Update forecast revenue from estimated values on opportunities

Your opportunities often have estimated revenue not copied to forecasts, causing inaccurate pipeline. It aligns forecast revenue to estimates so managers see correct numbers before weekly reviews.

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Overview

When estimated revenue isn’t copied into forecast fields, pipeline numbers and weekly reviews mislead decision-makers. This flow copies estimates into forecast fields for qualifying opportunities and only changes records when values differ. The result: managers get accurate pipeline visibility within minutes before forecast meetings.