Good morning, Johnkat

Tuesday, November 3 · 2 deals worth $195k close this week.

Export
Revenue won 14.6% $812,900
85% of the $960k Q4 quota $147.1k to go
Open pipeline 18.9% $1.24M 142 open deals
Win rate 1.1 pts 30.4% Won ÷ (won + lost)
New leads 6.2% 731 188 from inbound forms

Pipeline

142 open deals · $1.24M
Open board
  1. Lead $1.92M 248 deals
  2. Qualified $1.24M 132 deals
  3. Proposal $820k 64 deals
  4. Negotiation $410k 28 deals
  5. Won $286k 17 deals

Closed won vs lost

Last 12 months, in thousands of dollars
Won $776k Lost $315k

Use the arrow keys to read each value.

Closed won and lost revenue per month
Month Won Lost
Oct $42k $28k
Nov $51k $22k
Dec $38k $30k
Jan $60k $25k
Feb $57k $31k
Mar $66k $24k
Apr $71k $27k
May $64k $29k
Jun $78k $22k
Jul $82k $26k
Aug $76k $30k
Sep $91k $21k

Closing soon

Proposal and negotiation · $266.3k
Forecast
  • G Globex $75k in 2 days 60%
  • NT Northwind Traders $120k in 7 days 80%
  • AC Acme Corporation $48.5k in 13 days 75%
  • H Hooli $22.8k in 20 days 55%

Top open deals

Sorted by weighted value
Deal Stage Owner Close Value Weighted Actions
NT Northwind Traders Negotiation JM You Oct 8 $120,000 $96,000
G Globex Proposal JM You Oct 3 $75,000 $45,000
AC Acme Corporation Negotiation SK Sam Oct 14 $48,500 $36,375
UG Umbrella Group Qualified SK Sam Nov 25 $41,500 $14,525
I Initech Qualified JM You Nov 2 $36,000 $14,400
H Hooli Proposal LB Lea Oct 21 $22,800 $12,540
SL Stark Logistics Lead LB Lea Dec 2 $54,000 $10,800
VI Vandelay Industries Lead SK Sam Nov 18 $9,600 $1,440

Team quota

Q4 · closed won
  • JM You $318.4k · 85%
  • LB Lea Bernard $224.9k · 75%
  • SK Sam Kowalski $171.3k · 57%
  • AM Ana Moreau $98.3k · 33%

Activity

  1. SK Sam K. moved Annual platform licence to Negotiation 12 minutes
  2. MC Maria Chen replied to “Renewal terms” 48 minutes
  3. JM You logged a call with Globex 2 hours
  4. LB Lea B. closed Website refresh — $14,200 Yesterday