Dashboard · Earnest

Priya Nair

Priya's book, including their share of shared accounts

Forecast, Trailing 12 months

$562K

87% of $644K goal. Gap $82K

Won and delivered $466K, 72% of goal, against 94% expected by now. The dashed part is weighted pipeline still to win.

Delivered

$466K

Sold

Pipeline

$96K

Net new

$95K

How the goal is built and how it is filling

Large $200K+

0 won, 0 open

Mid $75K to $200K

3 won, 2 open

Small under $75K

1 won, 1 open

Delivered Sold, not yet delivered Pipeline, weighted Monthly goal

Deal

Stage

Delivers

Weighted / value

No open deals here.

0 deals$0 weightedevery open deal, whenever it delivers

3 follow-ups overdue0 due this week1 with nothing scheduled

Pinecrest Schools66% of goalGoing cold
$109K of $166K goal. Last contact 47 days ago.
No contact with Rosa Delgado in 47 days. Every 21 days cadence, 26 days overdue. Nothing scheduled.
Ostrander Group96% of goalGoing cold
$89K of $92K 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.