Update NRR sheet when new deal is created
Update NRR sheet when new deal is created
New CRM deals don't populate the NRR sheet, causing manual reconciliation and unclear revenue trends. It keeps the NRR workbook current so finance and operations see accurate revenue within minutes.
Overview
New deals should feed your revenue workbook automatically instead of piling up as reconciliation work. This flow writes deal details into your NRR sheet within minutes, giving finance and ops same-day revenue clarity and reducing end-of-period cleanup.