← All opportunitiesAlpha 3 Sprint C · financial and equipment intelligence
AI opportunity64Needs attention
Data noticeAutoQuotes and CRM opportunity integrations are not connected. Records shown are read-only demonstration opportunities for workflow validation.
AI sales copilot
Contact customer today
No recorded activity for more than two weeks and the opportunity is aging in quote stage.
Potential additional GP$3,500Modeled, not guaranteed
Sprint B
Financial intelligence
Gross margin is 5.7 points below target. Review pricing and project expenses before making further concessions.
RevenueDemonstration
$42,750Opportunity selling value from the DensonOS demonstration record.
Equipment costDemonstration
−$34,914Estimated equipment cost before project expenses.
Gross profitModeled
$7,836Revenue less estimated equipment cost.
FreightModeled
−$1,753Industry-based freight allowance; supplier quotes are not connected.
InstallationModeled
−$1,069Modeled installation and site-work allowance.
CommissionModeled
−$353Modeled commission impact applied to estimated gross profit.
Warranty reserveModeled
−$385Modeled reserve for warranty and execution exposure.
Estimated EBITDA contributionModeled
$4,277Gross profit less modeled freight, installation, commission and warranty reserve. This is not accounting EBITDA.
Contribution score38High risk
Measures margin quality, readiness, close probability and modeled EBITDA contribution.
Comparable Restaurant margin
18.3%Current
25.1%Average
28.4%Top quartile
6.8 points below comparable average
Sprint C
Equipment knowledge engine
1 required equipment dependencies need review before the package is considered complete.
Denson knowledge score53High Risk3/4 required · 0/3 recommended complete
CookingCommercial fryer batteryVulcan · Qty 2
Knowledge packModeled GP opportunity+$4,300Incomplete accessories, service and consumables
Required dependencies
Gas or electrical service verifiedCommercial fryer battery · Installation
Capacity, voltage, phase, gas type and pressure must match the equipment.
Ventilation compatibilityCommercial fryer battery · Safety
Heat, grease and smoke loads must fit the hood design.
Fire suppression coverageCommercial fryer battery · Safety
Protected appliances must align with the suppression layout.
Gas hose, restraint and quick disconnectCommercial fryer battery · Installation
Movable gas appliances require a suitable connection package.
Omission risk: Incomplete installation or safety concern.Recommended revenue and lifecycle items
Casters or equipment standCommercial fryer battery · 89% confidence
Mobility and elevation should support cleaning and workflow.
Modeled GP opportunity: +$700Startup and calibrationCommercial fryer battery · 89% confidence
Calibration and combustion checks support safe, consistent operation.
Modeled GP opportunity: +$950Preventative maintenanceCommercial fryer battery · 89% confidence
Periodic inspection protects burners, controls and safety devices.
Modeled GP opportunity: +$1,800EBITDA improvement
Improvement opportunities
Modeled potential+$6,322
Review onlyRecover target margin
Review discounts, omitted accessories and scope allowances before offering further concessions.
91% confidence · +$2,437 modeled EBITDA impactReview onlyEscalate low-margin review
Estimated margin is materially below the demonstration target.
99% confidence · +$2,400 modeled EBITDA impactReview onlyAdd gas connection package
Gas hose, restraint and quick disconnect should be validated before finalizing.
95% confidence · +$1,100 modeled EBITDA impactReview onlyReview freight consolidation
Combine supplier shipments or coordinate delivery windows where practical. Validate before quoting; savings are not guaranteed.
78% confidence · +$386 modeled EBITDA impactFinancial risk engine
Risk review
High
Margin below target
Current gross margin is below the opportunity target and should be reviewed before further concessions.
18.3% vs 24.0% targetHigh
Freight exposure
Modeled freight consumes a material share of opportunity value. Validate supplier origin, consolidation, handling and delivery access.
4.1% of revenueHigh
Incomplete quote scope
Missing quote components increase the chance of unplanned costs or change orders.
61% readinessNext best actions
AI recommendations
Follow-upContact customer today
No recorded activity for more than two weeks and the opportunity is aging in quote stage.
98% confidenceMarginEscalate low-margin review
Estimated margin is materially below the demonstration target.
99% confidence · $2,400 modeled GP impactCompletenessAdd gas connection package
Gas hose, restraint and quick disconnect should be validated before finalizing.
95% confidence · $1,100 modeled GP impactQuote quality
Opportunity readiness
61%complete
Fryer selectionComplete · Primary fryer has been selected.
Gas hose and quick disconnectMissing · Connection package is not represented.
Ventilation compatibilityReview · Confirm hood capacity and fire suppression impacts.
Freight and installationMissing · Final site delivery allowance is incomplete.
Profitability
Margin health
Current margin18.3%
Target: 24.0% · Management review recommended
Margin variance-5.7%
EBITDA margin10.0%
Cross-branch intelligence
Pricing consistency
81%Attention required
Demonstration score comparing branch pricing patterns. No pricing is changed automatically.
Assigned branchYorkton
Assigned salespersonJenn McCredie
Trust and governance
Financial assumptions
- Values are demonstration estimates and are not sourced from QuickBooks, AutoQuotes or Cin7 actual cost records.
- Freight, installation, commission and warranty reserve use industry-based modeling assumptions.
- Estimated EBITDA contribution is a project contribution estimate, not corporate accounting EBITDA.
Engagement history
Activity timeline
Proposal status reviewed; no source-system action was taken.
Demonstration pricing package recorded for workflow validation.
Customer requirements, installation dependencies and timing were discussed.