Project Profitability Matrix

Data gaps found in this snapshot (worth flagging to the team): The anchor is all — Closed Won opportunities in Opportunities.xlsx (Order Booked), so Opp OB / Opp Created Date / Opp Closed Won Date are populated for every row. The other four sources still cover a small slice of the book: only — of — Closed Won opportunities have a syncing RCA quote (RCA economics columns read "—" for the rest — these are deals that were never quoted through the RCA tool, e.g. renewals or deals quoted outside the system). Only — of — have a matching ZohoBooks invoice (Opportunity ID join). Revenue Schedules cover — of —. ClickUp — joined on Opportunity Number — matches only — of —; worth checking with whoever owns that ClickUp space, since most delivery work for closed-won deals doesn't appear to be tracked there under a matching opportunity number.