Dashboard · Earnest

Avery Stone

Your book, including your share of shared accounts

Forecast, Trailing 12 months

$942K

95% of your $994K goal. Gap $52K

Won and delivered $826K, 83% of goal, against 94% expected by now. The dashed part is weighted pipeline still to win.

Delivered

$810K

Sold

$15K

Pipeline

$116K

Net new

$195K

How the goal is built and how it is filling

Large $200K+

2 won, 0 open

Mid $75K to $200K

2 won, 2 open

Small under $75K

1 won, 1 open

Delivered Sold, not yet delivered Pipeline, weighted Monthly goal

Deal

Stage

Delivers

Weighted / value

Proposal, 50%

Oct

$80K / $160K

Negotiation, 75%

Sep

$45K / $60K

Discovery, 20%

Nov

$16K / $80K

3 deals$141K weightedevery open deal, whenever it delivers

3 follow-ups overdue0 due this week1 with nothing scheduled

Bluewater Health86% of goalGoing cold
$206K of $239K goal. Last contact 34 days ago.
You haven't talked to Tobias Fenn (IT Director) in 34 days. Every 21 days cadence, 13 days overdue. Nothing scheduled.
Northfield Logistics94% of goalOn track
$449K of $478K goal. Last contact 3 days ago, next: Call Nov 18.
Calder & Rowe104% of goalOn track
$286K of $276K goal. Last contact 12 days ago, next: Meeting Nov 23.