Asset audit

won

Kestrel Energy · Priya Nair

Created Nov 14 ’25 · Won Dec 17 ’25, 33 days after it was created

$110K
Deal value
—
Win probability
$110K
Counts as

delivered Jan 19 – Mar 8

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

Delivery by weekweek ending

week endingPlannedActualVariance
Jan 25 closed $16,383.01$17,038+$654.99
Feb 1 closed $16,383.01$15,892-$491.01
Feb 8 closed $16,383.01$16,383-$0.01
Feb 15 closed $16,382.99$17,694+$1,311.01
Feb 22 closed $16,382.94$15,236-$1,146.94
Mar 1 closed $16,382.94$16,711+$328.06
Mar 8 closed $11,702.10$11,585-$117.10
Total$110,000$110,539+$539

Where an actual has been recorded, variance is the actual minus the plan for the days it covers. Totals settle once every period has closed and has an actual.

Enter actualsclosed weeks

week endingPlannedActual ($)
Jan 25$16,383.01
Feb 1$16,383.01
Feb 8$16,383.01
Feb 15$16,382.99
Feb 22$16,382.94
Mar 1$16,382.94
Mar 8$11,702.10

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 editorfrom CRM dates

The value, divided evenly across every day from start to end.

Demo: changes are kept in this browser only.