Sort Query Steps into a Safer Refresh Order

Place each query step into the best stage of a refreshable workflow. Source and scope Shape and type Enrich and validate Final output polish Connect to the approved sales folder and current-period files Filter to closed-won rows for the selected month Set amount as currency and close date as date Rename CRM fields to workbook-standard names Merge with territory lookup and split unmatched rows to exceptions Sort final rows for executive readability

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