Sometimes revenue categories imported from the traffic system are not recognized in ShareBuilder CRM. When this happens, they appear as missing categories and must be mapped to existing CRM categories. This prevents uncategorized revenue from disrupting reporting accuracy. Managers can resolve these issues by clikcin gon the Next Step alert or from the Options → Integrations → Revenue Categories screen.
Mapping missing revenue categories is critical for managers because it:
Preserves Data Accuracy: Ensures every dollar of billing is tied to the correct category.
Improves Reporting: Keeps product category and revenue analysis clean and reliable.
Supports Strategic Insights: Helps managers identify trends and evaluate growth opportunities by product type.
Prevents Clutter: Avoids duplicate or misnamed categories that confuse sellers.
Maintains Accountability: Ensures sellers and teams get credit for the right type of revenue.
Proper mapping protects both financial reporting integrity and coaching accuracy.
