Review

IN THIS ARTICLE

Overview

Review sits on the deal overview, below the budget. It reads across the scope, estimates, pricing, margin, schedule, payments and delivery plan of the deal in front of you, and raises anything worth understanding before you commit.

You do not run it. Every check runs against the deal as it stands, and updates as you work, so a finding you have dealt with disappears on its own. Two people looking at the same deal see the same review.

Review has two tabs:

• Findings, what this deal's own numbers imply right now
• History, what has moved since an earlier version

The Review panel on the deal overview

Findings

A finding is stated in two parts: the condition Estii can see in your numbers, then what it means commercially.

Findings are ordered by how likely each is to be asked about: how much of the deal's value it puts at stake, weighted by the kind of question it is. Opportunities always list after findings about the deal's own money. Nothing here says a deal is wrong or that action is due. The check measures the deal against itself, and the judgement stays yours.

Where a finding names something in the deal, such as a phase, an item, a role or a milestone, that name is a link. Click it to go straight there.

What Review checks

Checks are grouped by the decision they speak to.

• Pricing. Whether the price holds together: what actually earns margin, and whether any part of the deal is priced unlike the rest of it
• Risk. What the scope you rated as risky earns, against the deal as a whole
• Cash. How cost and billing line up over the life of the deal, whether billing runs ahead of the work, how much rests on the final payment, and whether the risky work sits behind it
• Discounts. Whether the discounts stay inside the limit your space sets, and whether a deal-only resource is priced or costed under the space rate it came from
• Currency. What exchange rates have done to the margin since the deal stored its rates, with the rates the deal holds left unchanged
• Delivery. Whether the schedule matches the work, and what the plan assumes about the people available to do it
• Scope. Price that is not backed by estimated work, and value you have built but priced out of the deal
• Library. Whether the deal draws on your Library, whether reused scope has been edited since it came from there, and how much of the deal is delivered by deal-only resources that no space resource governs

Estii shows you the full list at any time. Click the checks count in the panel header to see every check that ran, what each one measures, and where this deal landed against it.

Every check that ran against the deal

When Review says nothing

Most deals return few findings, and many return none. That is a result, not an empty panel: it means every check ran and none of them found anything an approver is likely to question.

Review only appears once a deal has enough in it to read. On a deal that is barely started there is nothing meaningful to say, so the panel stays hidden rather than reporting a clean deal that nobody has finished building.

History

The History tab compares the deal as it stands with an earlier version, so you can see what has moved since you last shared a price.

Movements are separated rather than netted off, so you see what changed underneath the total:

• Scope, more or less work inside the phases you already had
• Phases added or removed, and what they carry
• Rates, where the same work now prices differently
• Resources, the largest shift in who delivers the work
• Adjustments, discounts or charges that moved
• Dates, a deal that now starts or finishes somewhere else

Pick which version to compare against with the version picker. Estii starts you on the version most worth comparing against: one saved at a lifecycle step such as approval, then one you named, then an automatic snapshot whose price moved.

Comparing the deal with an earlier version

What Review needs from your deal

Review reads what you have modelled, so the more the deal describes, the more it can tell you. Risk findings need scope with a risk rating. Cash findings need payment milestones. Library findings need a Library for the deal to draw on. A deal without those is not judged for missing them, but there is less to see.

Review is for the people building and approving the deal. It is not part of the client view, so it never appears in a shared deal or a proposal.