Update quarterly billing tracker from deal status changes
Update quarterly billing tracker from deal status changes
Deal status updates aren't reflected in your billing spreadsheet, causing manual reconciliation and missed prep. The sheet stays current so billing and project teams can issue invoices before the next run.
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Overview
Stale deal statuses break billing handoffs and slow invoicing. This flow writes CRM deal updates into your billing tracker so project managers and billing staff are aligned and can issue invoices before the next billing run.