Step 3 of 6
Manual Process

Financial CAP Review

Comprehensive financial analysis, risk assessment, and approval workflow

1-2 hrs
Review Time

Financial analysis duration

94%
Approval Rate

First-pass approval rate

Low
Risk Assessment

Current project risk level

18.5%
Margin Analysis

Projected profit margin

Financial Analysis - Quote AW-2024-1609

Detailed financial breakdown and margin analysis

Revenue & Costs

Total Revenue$3,010,000
Equipment Cost$2,450,000
Installation$125,000
Training$35,000
Overhead$125,000
Total Costs$2,735,000

Profitability Analysis

Gross Margin$275,000
Margin %18.5%
Industry Average15.2%
Company Target18.0%
Performance vs Target+0.5%

Review Checklist Progress

Comprehensive review across financial, risk, and compliance areas

Financial Validation

Cost accuracy verification
Lisa Wang
Margin calculation review
Lisa Wang
Pricing strategy alignment
David Chen
•
Competitive analysis
Sarah Kim

Risk Assessment

Customer credit check
Mike Rodriguez
Project complexity evaluation
Jennifer Adams
Resource availability check
Tom Wilson
•
Timeline feasibility review
Anna Lee

Compliance Review

Regulatory compliance check
Robert Johnson
Contract terms validation
Emily Davis
Insurance requirements
Mark Thompson
•
Final approval documentation
Jennifer Adams

Approval Workflow

Multi-level approval process for high-value projects

Financial Analyst Review

Complete

Assigned to: Lisa Wang

All financial calculations verified. Margin within acceptable range.

Completed: 1/15/2024, 3:30:00 AM

2

Risk Assessment

In Progress

Assigned to: David Chen

Conducting competitive analysis and market positioning review.

Started: 1/15/2024, 7:00:00 AM

3

Senior Manager Approval

Pending

Assigned to: Jennifer Adams

Awaiting completion of risk assessment.

Estimated start: 1/16/2024, 2:00:00 AM

4

Final Authorization

Pending

Assigned to: Michael Roberts

Final sign-off required for projects over $3M.

Estimated start: 1/16/2024, 8:00:00 AM

Overall Approval Progress50%