Deals to check
These deals need a look before their figures can be fully trusted. Most need a fix in the CRM and leave this list at the next sync.
Not in US dollars1 · not counted
| Deal | Account | Owner | Status | Value |
|---|---|---|---|---|
| Toronto office rollout | Tessera Labs | Jordan Blake | Won | 60,000 CAD |
Earnest counts US dollars only for now. These deals are left out of every total, so they are never added in as if they were dollars.
Lost after delivery started1 · delivered actuals still count
| Deal | Account | Owner | Status | Placed on | Value |
|---|---|---|---|---|---|
| Fraud module | Vantage Mutual | Sam Okafor | Lost | Jul 6 – Sep 25 | $90,000 |
These deals are marked lost and have actuals entered on them. Revenue entered as an actual is recognized whatever happens to the deal, so those actuals still count; the deal’s schedule does not. If the client stopped the project partway, mark the deal won again in the CRM and choose “Cancelled partway” on the deal’s page here, so the delivered part of the schedule counts too.