Deal workspace
Janet Wilson — Monthly Home Reset
Elena owns the next action: Contact lead
ContactedCreated Jun 24, 2026
Expected value
$9,000
Win probability
15%
Estimated margin
35%
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.
15%
Quote and margin
Customer price and internal economics must stay separate.
Monthly home reset
3 × $600
$1,800
Activity timeline
Deal updated
Contacted · owner Elena
Jul 11
Quote prepared
Janet Wilson · $1,800
Jul 12
Lead qualified
Janet Wilson · 81 score
Jul 11
Campaign attributed
Veteran Transition Support — Google
Jun 24
Next action
Jul 15, 2026
Contact lead
Text leadStage control
Changes are written to the audit log.
Owner
EL
Elena
Revenue owner