Update sales dashboard when estimates are marked sold
Update sales dashboard when estimates are marked sold
Your sold estimates in the field system aren't added to the closes sheet, leaving revenue and campaign attribution incomplete. Owners and sales managers see updated close records same day.
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Overview
When sold estimates never land in your closes sheet, revenue reporting and campaign attribution lag and leadership lacks same-day visibility. This workflow captures sold estimates, enriches them with job and campaign context, and writes them to the shared closes worksheet so owners and sales managers see updated close records the same day.