Claims workflow
wonVantage Mutual · Sam Okafor
Created Nov 28 ’25 · Won Jan 28, 61 days after it was created
$200K
Deal value
—
Win probability
$200K
Counts as
delivered Feb 23 – Jun 5
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 ending | Planned | Actual | Variance |
|---|---|---|---|
| Mar 1 closed | $13,592.25 | — | — |
| Mar 8 closed | $13,592.25 | — | — |
| Mar 15 closed | $13,592.25 | — | — |
| Mar 22 closed | $13,592.25 | — | — |
| Mar 29 closed | $13,592.25 | — | — |
| Apr 5 closed | $13,592.25 | — | — |
| Apr 12 closed | $13,592.25 | — | — |
| Apr 19 closed | $13,592.25 | — | — |
| Apr 26 closed | $13,592.25 | — | — |
| May 3 closed | $13,592.25 | — | — |
| May 10 closed | $13,592.25 | — | — |
| May 17 closed | $13,592.19 | — | — |
| May 24 closed | $13,592.18 | — | — |
| May 31 closed | $13,592.18 | — | — |
| Jun 7 closed | $9,708.70 | — | — |
| Total | $200,000 | — | — |
No actuals recorded yet. This is the planned schedule.
Enter actualsclosed weeks
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
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
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