Dashboard · Earnest

Avery Stone

Your book, including your share of shared accounts

Forecast, FY 2026

$986K

91% of your $1.08M goal. Gap $94K

Won and delivered $845K, 78% of goal, against 87% expected by now. The dashed part is weighted pipeline still to win.

Delivered

$810K

Sold

$35K

Pipeline

$141K

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 Quarterly 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 Health81% of goalGoing cold
$211K of $260K 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 Logistics90% of goalOn track
$469K of $520K goal. Last contact 3 days ago, next: Call Nov 18.
Calder & Rowe102% of goalOn track
$306K of $300K goal. Last contact 12 days ago, next: Meeting Nov 23.