Dashboard · Earnest

Whole team

4 reps, 10 accounts

Whole page:

Forecast, FY 2026

$3.17M

83% of $3.8M company target. Gap $627K

Won and delivered $2.49M, 66% of goal, against 87% expected by now. The dashed part is weighted pipeline still to win.

Delivered

$2.44M

Sold

$56K

Pipeline

$678K

Net new

$350K

$250K of this fiscal year's company target is not yet covered by a goal. Goals

Pick a rep to open their book

Pinecrest Schools61% of goalGoing cold
Priya. $109K of $180K goal. Last contact 47 days ago.
No contact with Rosa Delgado in 47 days. Priya's client. Every 21 days cadence, 26 days overdue. Nothing scheduled.
Bluewater Health81% of goalGoing cold
Avery. $211K of $260K goal. Last contact 34 days ago.
No contact with Tobias Fenn in 34 days. Avery's client. Every 21 days cadence, 13 days overdue. Nothing scheduled.
Ostrander Group108% of goalGoing cold
Jordan + Priya. $270K of $250K goal. Last contact 26 days ago, next: Call Nov 17.
No contact with Callum Reid in 26 days. Jordan + Priya's client. Every 21 days cadence, 5 days overdue. Nothing scheduled with Callum. Next with someone else there: Call Nov 17.
Halcyon Hotels69% of goalBehind
Sam. $165K of $240K goal. No contact recorded.
Marlow Foods83% of goalBehind
Jordan. $315K of $380K goal. Last contact 8 days ago, next: Call Nov 20.
Tessera Labs95% of goalOn track
Jordan. $610K of $640K goal. Last contact 1 day ago, next: Meeting Nov 16.
⚠ 1 deal is not in US dollars
Northfield Logistics90% of goalOn track
Avery. $469K of $520K goal. Last contact 3 days ago, next: Call Nov 18.
Kestrel Energy91% of goalOn track
Priya. $384K of $420K goal. Last contact 5 days ago, next: Lunch Nov 19.
Vantage Mutual93% of goalOn track
Sam. $333K of $360K goal. Last contact 16 days ago, next: Meeting Nov 26.
Calder & Rowe102% of goalOn track
Avery. $306K of $300K goal. Last contact 12 days ago, next: Meeting Nov 23.