Dashboard · Earnest

Jordan Blake

Jordan's book, including their share of shared accounts

Forecast, Trailing 12 months

$1.02M

95% of $1.08M goal. Gap $56K

Won and delivered $790K, 73% of goal, against 94% expected by now. The dashed part is weighted pipeline still to win.

Delivered

$790K

Sold

Pipeline

$230K

Net new

How the goal is built and how it is filling

Large $200K+

2 won, 1 open

Mid $75K to $200K

2 won, 2 open

Small under $75K

0 won, 0 open

Delivered Sold, not yet delivered Pipeline, weighted Quarterly goal

Deal

Stage

Delivers

Weighted / value

Negotiation, 75%

Oct

$210K / $280K

Proposal, 50%

Sep

$75K / $150K

Proposal, 50%

Oct

$36K / $72K

3 deals$321K weightedevery open deal, whenever it delivers

2 follow-ups overdue0 due this week0 with nothing scheduled

Ostrander Group122% of goalGoing cold
$168K of $138K goal (Jordan'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.
Tessera Labs91% of goalOn track
$537K of $589K goal. Last contact 1 day ago, next: Meeting Nov 16.
⚠ 1 deal is not in US dollars