Claims workflow, phase 2
wonVantage Mutual · Sam Okafor
Created Jun 17 · Won Aug 18, 62 days after it was created
$120K
Deal value
—
Win probability
$120K
Counts as
delivers Sep 14 – Nov 20
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 |
|---|---|---|---|
| Sep 20 closed | $12,352.97 | — | — |
| Sep 27 closed | $12,352.97 | — | — |
| Oct 4 closed | $12,352.97 | — | — |
| Oct 11 closed | $12,352.97 | — | — |
| Oct 18 closed | $12,352.97 | — | — |
| Oct 25 closed | $12,352.95 | — | — |
| Nov 1 closed | $12,352.90 | — | — |
| Nov 8 closed | $12,352.90 | — | — |
| Nov 15 | $12,352.90 | — | — |
| Nov 22 | $8,823.50 | — | — |
| Total | $120,000 | — | — |
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
Demo: changes are kept in this browser only.