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Patient portal build

won

Bluewater Health · Avery Stone

Created Jan 28 · Won Mar 9, 40 days after it was created

$150K
Deal value
—
Win probability
$150K
Counts as

delivered Apr 30 – Oct 30

This deal is sold. Each week counts as delivered once it has closed, and as scheduled until then. The plan comes from the schedule editor.

Delivery by weekweek ending

week endingPlannedActualVariance
May 3 closed $50,000——
Aug 2 closed $50,000——
Nov 1 closed $50,000——
Total$150,000——

No actuals recorded yet. This is the planned schedule.

Enter actualsclosed weeks

week endingPlannedActual ($)
May 3$50,000
Aug 2$50,000
Nov 1$50,000

An actual entered here covers the whole week and replaces its estimate. Empty a box to remove the actual. Where another system has already recorded the week's actual, it is shown here to read and is corrected in that system.

Did the work end early?as scheduled

What happened

Use this when a won deal's work stopped before its schedule ran out. Nothing is changed in the CRM. The change and its reason are kept in the audit log.

Schedule editorsaved in the editor

Fixed amounts that land on fixed dates.

DateAmount ($)

Demo: changes are kept in this browser only.