Update scheduled estimates when a deal loses budget
Update scheduled estimates when a deal loses budget
Your estimates sheet goes stale when lost deals aren't recorded, causing proposals to target unavailable budgets. The update reconciles amounts and stops wasted outreach the same day.
Overview
Lost-for-budget deals often leave estimates and proposals out of sync, wasting rep time and skewing forecasts. This flow updates the matching estimate row and records the lost amount so managers stop preparing proposals for dead deals and reporting is accurate the same day.