Deal workspace

Robert Chen — Move Management

Max owns the next action: Run discovery call

Back

Booked CallCreated Jun 23, 2026

Expected value

$6,500

Win probability

30%

Estimated margin

51%

Source

Commercial path

Move the deal only when the evidence supports the stage.

Current probability

Update only when the stage or buying evidence changes.

30%

Quote and margin

Customer price and internal economics must stay separate.

Move-management package

1 × $4,750

$4,750

Packing materials

1 × $680

$680

Customer total$5,230

Internal cost$2,550

Gross profit$2,680

Margin51.2%

Open quote

Activity timeline

Deal updated

Booked Call · owner Max

Jul 12

Quote prepared

Robert Chen · $5,230

Jul 13

Lead qualified

Robert Chen · 81 score

Jul 12

Campaign attributed

Home Reset Retargeting — Meta

Jun 23

Next action

Jul 18, 2026

Run discovery call

Call lead

Stage control

Changes are written to the audit log.

Linked records

LeadRobert Chen CampaignHome Reset Retargeting — Meta QuoteQUOTE-04

Owner

Max

Revenue owner