Maintain records of sales activities

Update the sales activity log for June and move the new deals into the pipeline tab. Add the entries from Aaron Patel: client name Blue Ridge Labs, contact Jenna Albright, value $18,500, close probability 40%, and expected close date August 12, 2026. Then email the file to Regional Manager Dana Ortiz for review Friday, but first check that the pipeline totals and forecast recalc with the new row.

Before I send this to Dana in regional sales, make the activity sheet easy to act on. Surface the top three deals by value, make conversion probability findable, flag any deals with missing contract version or procurement contact, and highlight discrepancies between entered close dates and the calendar that would make a reviewer hesitate.

I added Aaron's Blue Ridge Labs deal at 40% but the forecast sheet shows it at 0%. I don't know if the probability column isn't linked, a filter hides that row, or the probability mapping changed. Dana expects an accurate pipeline. Where should I look first and what fix is most likely to restore that deal to the forecast correctly?

Every month a few deals enter with probability not applied to forecast because reps paste rows from their personal logs and break the mapping. This means our forecast is understated and we lose credibility with finance. What process or sheet control would stop pasted rows from bypassing the mapping while staying quick for reps to add deals?