Update pipeline billing rows from opportunity record changes
Update pipeline billing rows from opportunity record changes
Opportunity records fall out of sync with the billing tracker, skewing revenue reports. Keep pipeline and billing rows aligned so finance and program managers have accurate numbers before month end.
Overview
Out-of-sync pipeline and billing trackers cause delayed invoices and confused resourcing; that slows delivery for client projects. This flow keeps opportunity and billing rows aligned so finance and program managers see accurate numbers within minutes and before month end.