Deal workspace
Monica Alvarez — Downsizing Plan
Jordan owns the next action: Prepare walkthrough notes
Estimate ScheduledCreated Jun 22, 2026
Expected value
$4,750
Win probability
45%
Estimated margin
42%
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.
45%
Quote and margin
Customer price and internal economics must stay separate.
Downsizing planning sessions
3 × $425
$1,275
Room-by-room sorting support
12 × $85
$1,020
Activity timeline
Deal updated
Estimate Scheduled · owner Jordan
Jul 13
Quote prepared
Monica Alvarez · $2,295
Jul 14
Lead qualified
Monica Alvarez · 82 score
Jul 13
Campaign attributed
Downsizing Checklist — Meta
Jun 22
Next action
Jul 17, 2026
Prepare walkthrough notes
Email leadStage control
Changes are written to the audit log.
Send a quote from the Quotes workspace to unlock later commercial stages.
Owner
JO
Jordan
Revenue owner