Deal workspace
Daniel Kim — Senior Relocation
Elena owns the next action: Follow up on quote
Quote SentCreated Jun 21, 2026
Expected value
$3,200
Win probability
70%
Estimated margin
38%
Source
Meta
Commercial path
Move the deal only when the evidence supports the stage.
Current probability
Update only when the stage or buying evidence changes.
70%
Quote and margin
Customer price and internal economics must stay separate.
Move planning and floor plan
1 × $850
$850
Packing crew
24 × $85
$2,040
Move-day coordination
1 × $1,250
$1,250
Packing materials
1 × $520
$520
Activity timeline
Deal updated
Quote Sent · owner Elena
Jul 14
Quote prepared
Daniel Kim · $4,700
Jul 12
Lead qualified
Daniel Kim · 87 score
Jul 14
Campaign attributed
Senior Move Readiness — Meta
Jun 21
Next action
Jul 16, 2026
Follow up on quote
Text leadStage control
Changes are written to the audit log.
Owner
EL
Elena
Revenue owner