Sensitive actions are approval-gated and audit logged

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Deal workspace

Emily Foster — Estate Cleanout

Jordan owns the next action: Contact lead

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NegotiatingCreated Jun 25, 2026
Expected value
$1,800
Win probability
80%
Estimated margin
44%
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.
80%

Quote and margin

Customer price and internal economics must stay separate.

Estate cleanout labor
40 × $88
$3,500
Disposal allowance
1 × $1,250
$1,250
Truck and logistics
2 × $450
$900
Customer total$5,650
Internal cost$3,050
Gross profit$2,600
Margin46.0%
Open quote

Activity timeline

Deal updated
Negotiating · owner Jordan
Jul 10
Quote prepared
Emily Foster · $5,650
Jul 12
Lead qualified
Emily Foster · 79 score
Jul 10
Campaign attributed
Estate Cleanout — Google Search
Jun 25

Next action

Jul 16, 2026

Contact lead

Email lead

Stage control

Changes are written to the audit log.

Owner

JO
Jordan
Revenue owner