Update monthly KPI and client lists from rebill payments
Update monthly KPI and client lists from rebill payments
Your rebill payments aren't mirrored in the monthly KPI tracker, so revenue totals and client records fall out of date. Keep KPI figures and client rows current for accurate month-end reporting.
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Overview
Rebill events should feed your KPI tracker without manual work so campaign managers stop reconciling numbers by hand. This flow writes each successful rebill into your monthly sheets and client list within minutes, keeping month-end reporting accurate and ready for review.