Whole team

4 reps, 10 accounts

Whole page:
Forecast, Trailing 12 months
$3M
86% of $3.5M company target. Gap $501K
Won and delivered $2.47M, 71% of goal, against 94% expected by now. The dashed part is weighted pipeline still to win.
Delivered
$2.44M
Sold
$37K
Pipeline
$521K
Net new
$350K

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

Delivered Sold, not yet delivered Monthly goal

Against goal by

  • Central$824K, no goal set
  • East Coast$730K, no goal set
  • Canada$620K, no goal set
  • South$301K, no goal set

Open pipeline

Deal
Rep
Stage
Delivers
Weighted / value
Tessera Labs: Data platform
Jordan
Negotiation, 75%
Oct
$210K / $280K
Halcyon Hotels: Booking engine rollout
Sam
Proposal, 50%
Oct
$105K / $210K
Kestrel Energy: Monitoring retainer
Priya
Verbal yes, 90%
Sep
$86K / $96K
Northfield Logistics: Warehouse rollout, phase 3
Avery
Proposal, 50%
Oct
$80K / $160K
Marlow Foods: Supplier portal
Jordan
Proposal, 50%
Sep
$75K / $150K
Ostrander Group: Regional expansion
Jordan + Priya
Proposal, 50%
Oct
$60K / $120K
Calder & Rowe: Brand refresh
Avery
Negotiation, 75%
Sep
$45K / $60K
Bluewater Health: Analytics add-on
Avery
Discovery, 20%
Nov
$16K / $80K
Pinecrest Schools: Parent app
Priya
Discovery, 20%
Aug
$14K / $70K
9 deals$691K weightedevery open deal, whenever it delivers