Deal workspace

Sarah Mitchell — Estate Cleanout

Max owns the next action: Confirm job kickoff and deposit

Back

WonCreated Jun 20, 2026

Expected value

$1,800

Win probability

100%

Estimated margin

46%

Source

Google

Commercial path

Move the deal only when the evidence supports the stage.

Current probability

Update only when the stage or buying evidence changes.

100%

Quote and margin

Customer price and internal economics must stay separate.

Two-day cleanout crew

32 × $85

$2,720

Truck and haul coordination

2 × $425

$850

Disposal allowance

1 × $950

$950

Packing and sorting materials

1 × $380

$380

Customer total$4,829

Internal cost$2,530

Gross profit$2,299

Margin47.6%

Open quote

Activity timeline

Deal updated

Won · owner Max

Jul 15

Quote prepared

Sarah Mitchell · $4,829

Jul 11

Lead qualified

Sarah Mitchell · 51 score

Jul 15

Campaign attributed

Estate Cleanout — Google Search

Jun 20

Next action

Jul 15, 2026

Confirm job kickoff and deposit

Email lead

Stage control

Changes are written to the audit log.

Linked records

LeadSarah Mitchell CampaignEstate Cleanout — Google Search QuoteQUOTE-01 InvoiceINV-1048

Owner

Max

Revenue owner