Update funnel report rows when a deal is marked lost
Update funnel report rows when a deal is marked lost
Your lost deals aren't reflected in the reporting sheet, leaving funnel KPIs inflated and decisions delayed. Keep your pipeline numbers accurate and visible for same-day executive review.
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Overview
Out-of-date lost-deal data makes your funnel and forecasts unreliable, slowing corrective action. This workflow keeps your reporting sheet aligned with CRM status within minutes, so leadership and sales can act ahead of the weekly review.