Dashboard · Earnest

Whole team

4 reps, 10 accounts

Whole page:

Forecast, Q4 FY 2026

$830K

78% of $1.06M company target. Gap $234K

Won and delivered $211K, 20% of goal, against 52% expected by now. The dashed part is weighted pipeline still to win.

Delivered

$154K

Sold

$56K

Pipeline

$619K

Net new

$50K

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

Pick a rep to open their book

Pinecrest Schools13% of goalGoing cold
Priya. $7K of $50K 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.
Ostrander Group86% of goalGoing cold
Jordan + Priya. $60K of $70K 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.
Bluewater Health91% of goalGoing cold
Avery. $66K of $73K 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.
Marlow Foods52% of goalBehind
Jordan. $56K of $106K goal. Last contact 8 days ago, next: Call Nov 20.
Kestrel Energy55% of goalBehind
Priya. $64K of $118K goal. Last contact 5 days ago, next: Lunch Nov 19.
Northfield Logistics55% of goalBehind
Avery. $80K of $146K goal. Last contact 3 days ago, next: Call Nov 18.
Tessera Labs111% of goalOn track
Jordan. $200K of $179K goal. Last contact 1 day ago, next: Meeting Nov 16.
⚠ 1 deal is not in US dollars