‹ Whole team
Sam Okafor
Sam's book, including their share of shared accounts
Forecast, Trailing 12 months
$472K
85% of $552K goal. Gap $80K
Won and delivered $393K, 71% of goal, against 94% expected by now. The dashed part is weighted pipeline still to win.
Delivered
$372K
Sold
$21K
Pipeline
$78K
Net new
$60K
Project mix
How the goal is built and how it is filling
Large $200K+
1 won, 1 open
Mid $75K to $200K
1 won, 0 open
Small under $75K
1 won, 0 open
Revenue by delivery period
Delivered Sold, not yet delivered Pipeline, weighted Monthly goal
Open pipeline
Deal
Stage
Delivers
Weighted / value
1 deal$105K weightedevery open deal, whenever it delivers
Clients
0 follow-ups overdue1 due this week1 with nothing scheduled
- $333K of $331K goal. Last contact 16 days ago, next: Meeting Nov 26.