Fraud module
lostVantage Mutual · Sam Okafor
Created Jun 1 · Lost Jul 20, 49 days after it was created
Lost after delivery started. This deal is marked lost in the CRM and has actuals entered on it. Those actuals still count; its schedule does not. If the client stopped the project partway, mark the deal won again in the CRM and choose “Cancelled partway” here, so the delivered part of the schedule counts too.
delivered Jul 6 – Sep 25
This deal was lost. Its plan counts for nothing, but any actuals already recorded still count as delivered work. The plan comes from the CRM delivery dates.
Delivery by weekweek ending
| week ending | Planned | Actual | Variance |
|---|---|---|---|
| Jul 12 closed | $7,682.99 | $6,915 | -$767.99 |
| Jul 19 closed | $7,682.93 | $6,530 | -$1,152.93 |
| Jul 26 closed | $7,682.92 | — | — |
| Aug 2 closed | $7,682.92 | — | — |
| Aug 9 closed | $7,682.92 | — | — |
| Aug 16 closed | $7,682.92 | — | — |
| Aug 23 closed | $7,682.92 | — | — |
| Aug 30 closed | $7,682.92 | — | — |
| Sep 6 closed | $7,682.92 | — | — |
| Sep 13 closed | $7,682.92 | — | — |
| Sep 20 closed | $7,682.92 | — | — |
| Sep 27 closed | $5,487.80 | — | — |
| Total | $90,000 | — | — |
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
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.
Schedule editorfrom CRM dates
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