ForgeSales · Proposal quality · 6 Aug 2026
The proposal can't be scored, and it isn't because anything is missing. The workbook exists, it's complete, and it's sitting one folder deeper than everything else.
Back on 9 July, something wrote WM's cost workbook into a folder that shouldn't exist — a duplicate of the whole filing tree, nested inside itself. The link on the WM opportunity points at the normal place. The file is one level down from it. So the checker looks, finds nothing, and stops before it can score a single row.
Both of WM's cost workbooks are in the duplicate folder, and the earlier one — Driving Safety, 4 June — went astray a month before Heavy Equipment did. Neither real folder has a cost workbook in it. The same thing happened to MRIGlobal and Kubota; only cost workbooks went astray, every other file for these accounts is where it belongs.
The real WM folder is live and in use — the client's vendor questionnaire, our answers with Devin's and River's comments, and the Driving Safety deck all sit there. Nothing with the workbook's name is in it, so moving the file overwrites nothing and merges nothing.
The link stored on the opportunity already points where the file ought to be. Move the file and the checker finds it on the next run. No Salesforce field is edited, and putting it back is a single step if anything looks wrong.
WM has no description scores at all right now — not low ones, none. This is the difference between a proposal nobody can measure and one that gets a real number. Given how the other three landed, expect that number to be below the bar.
The duplicate folder tree stays, and whatever wrote the file into it is still aimed there. This makes WM work today. It does not stop the next proposal's workbook landing in the same place.
There are three folders named WM across the tenant. One is the real one. One is the duplicate holding the workbook. The third lives in an entirely different document library — the general team library rather than the internal one. It's not where the link points and not where WM's other proposal files live, so I'm leaving it alone. But if someone has been filing WM material there, that's a split worth closing.
| Item | State | Detail |
|---|---|---|
| Cost workbook | Found | Complete and readable, last modified 9 July 2026. Its rows open with WM's own account name and features. |
| Salesforce link | Correct | Points at the real folder. No edit needed — the file simply isn't there yet. |
| Quality scores | None | The checker fails before scoring. The store holds zero entries for WM, correctly — nothing was judged from the misplaced copy. |
| The move | Waiting on you | It changes shared SharePoint content, so it isn't happening without a yes. |
| Opportunity | 006Uh00000uLjTJIA0 — WM Heavy Equipment Operator Simulator |
|---|---|
| File | WM_WM_Heavy_Equipment_Operator_Simulator_Cost_Table_ForgeFX-AI-STRAWMAN-DRAFT.xlsx · item 012J7IDQLZSY65GF4BMFG2OXXGIHHSKZSW · modified 2026-07-09 |
| From | TeamSite/Internal/Documents/Proposals/WM/ (drive-relative) · folder item 012J7IDQKSHC7MJQ7BQZD25X2U36ARBSGS, created 2026-07-27 |
| To | Proposals/WM/ · folder item 012J7IDQMEFMSQEKKW6REJCYBHXMPVZGE5 · no filename collision |
| Drive | b!dkwRnrWVY02j1uPVB03TwgfIGZPribRAmTQFWkn4xUGR-WS6_ea8S6wLFF3OJEhD |
| Third WM folder | TeamSite/Documents/Proposals/WM on drive b!dkwRnrWVY02j1uPVB03TwnpQormF7a9Al87n0zqXwTzmf7Q3NZSBTohTnUHpI_Vr — not the link target, not touched |
| Graph error | 404 itemNotFound on every lookup against the Cost_Table__c URL |
| Verification after the move | resolveVerifications('006Uh00000uLjTJIA0', createDefaultRuntime(), { maxAgeMs: 0, persist: false }) |