Dashboard · Earnest

Priya Nair

Priya's book, including their share of shared accounts

Forecast, Q4 FY 2026

$95K

49% of $196K goal. Gap $101K

Won and delivered $0, 0% of goal, against 52% expected by now. The dashed part is weighted pipeline still to win.

Delivered

Sold

Pipeline

$95K

Net new

How the goal is built and how it is filling

Large $200K+

0 won, 0 open

Mid $75K to $200K

0 won, 2 open

Small under $75K

0 won, 1 open

Delivered Sold, not yet delivered Pipeline, weighted Quarterly goal

Deal

Stage

Delivers

Weighted / value

Verbal yes, 90%

Sep

$86K / $96K

Proposal, 50%

Oct

$24K / $48K

Discovery, 20%

Aug

$14K / $70K

3 deals$124K weightedevery open deal, whenever it delivers

3 follow-ups overdue0 due this week1 with nothing scheduled

Pinecrest Schools13% of goalGoing cold
$7K of $50K goal. Last contact 47 days ago.
No contact with Rosa Delgado in 47 days. Every 21 days cadence, 26 days overdue. Nothing scheduled.
Ostrander Group86% of goalGoing cold
$24K of $28K goal (Priya's share). Last contact 26 days ago, next: Call Nov 17.
No contact with Callum Reid in 26 days. Every 21 days cadence, 5 days overdue. Nothing scheduled with Callum. Next with someone else there: Call Nov 17.
Kestrel Energy55% of goalBehind
$64K of $118K goal. Last contact 5 days ago, next: Lunch Nov 19.