‹ Whole team
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
Your project mix
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
Revenue by delivery period
Delivered Sold, not yet delivered Monthly goal
Open pipeline
Deal
Stage
Delivers
Weighted / value
3 deals$141K weightedevery open deal, whenever it delivers
Your clients
3 follow-ups overdue0 due this week1 with nothing scheduled