Dashboard · Earnest

Whole team

4 reps, 10 accounts

Whole page:

Forecast, Trailing 12 months

$3M

86% of $3.5M company target. Gap $501K

Won and delivered $2.47M, 71% of goal, against 94% expected by now. The dashed part is weighted pipeline still to win.

Delivered

$2.44M

Sold

$37K

Pipeline

$521K

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 Schools66% of goalGoing cold
Priya. $109K of $166K 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 Health86% of goalGoing cold
Avery. $206K of $239K 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 Group112% of goalGoing cold
Jordan + Priya. $257K of $230K 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 Hotels63% of goalBehind
Sam. $138K of $221K goal. No contact recorded.
Tessera Labs91% of goalOn track
Jordan. $537K of $589K goal. Last contact 1 day ago, next: Meeting Nov 16.
⚠ 1 deal is not in US dollars
Marlow Foods90% of goalOn track
Jordan. $315K of $350K goal. Last contact 8 days ago, next: Call Nov 20.
Northfield Logistics94% of goalOn track
Avery. $449K of $478K goal. Last contact 3 days ago, next: Call Nov 18.
Kestrel Energy94% of goalOn track
Priya. $364K of $386K goal. Last contact 5 days ago, next: Lunch Nov 19.
Vantage Mutual101% of goalOn track
Sam. $333K of $331K goal. Last contact 16 days ago, next: Meeting Nov 26.
Calder & Rowe104% of goalOn track
Avery. $286K of $276K goal. Last contact 12 days ago, next: Meeting Nov 23.