Update pricing tracker rows when deal stages change
Update pricing tracker rows when deal stages change
Your CRM deals update without reflecting in the pricing worksheet, causing billing confusion. Keep the tracker current so finance and coordinators can reconcile before the billing run.
Overview
When deal stages change, your pricing worksheet must reflect those updates so finance and operations can act without manual reconciliation. This flow keeps the shared tracker current and stamps rows by stage so teams can reconcile ahead of billing runs.