Closed and Won Flag Evidence Check

Check closed and won stage flags instead of deciding outcomes from a stage label. Preparation only, not an account action.

What to provide

Opportunity stage assignments; dated stage attributes with closed/won booleans; outcome evidence; reporting policy.

How it works

1. Join exact stage IDs and current attribute version.
2. Read closed and won independently; do not equate closed with won.
3. Flag inconsistent or missing attributes and conflicting outcome evidence.
4. Return report inclusion choices for owner review; do not alter stage or recognize revenue.

The output

opportunity | stage_id | closed_flag | won_flag | outcome_evidence | report_policy | exception

Worked fictional example

Fictional stage Lost has closed=true and won=false. Exclude from won-only count although it is closed. Unknown won flag prevents a success verdict.

Checks and limits

Keep source versions and original values. Unknowns stay unknown. Use qualified review for regulated, legal or hiring decisions. No live account compatibility test, send, share, schedule, ledger change or payment is authorized.

More sales workflows · How-to guides

Method: reviewed source. Demand lead: Oct8 live GSC through Oct5: marketing copilot 37 impressions, Planable/Claude 33 and Planable/ChatGPT 23, campaign brief 12 and reports 11. Marketing/social topics follow these parent-query leads; other professions follow method-source workflow needs, not exact query measurements. Exact monthly volume is unmeasured. Checked October 8, 2026.