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Revenue Intelligence

Live · Q3 Pipeline

Sales floor overview — revenue, pipeline & rep performance across all territories

New Deal

Closed-Won (MTD)

$4.62M

Quota Attained

84%

Win Rate

68%

Open Pipeline

$9.14M

Closed-Won Revenue (MTD)

21.4% MoM

$4.62M

Quota: $5.5M 84% attained

Sales Velocity

$18.4K/day

+12.8% vs last qtr

Avg. Deal Cycle

23.6 days

-3.1 days faster

Open Pipeline

$9.14M

312 active opportunities

Sales Funnel — Lead to Close

Rolling 90-day cohort, all territories

6,840 leads in
Leads Captured 6,840
100%
↓ 32.1% drop
Qualified (SQL) 4,644
67.9%
↓ 39.4% drop
Demo Scheduled 2,814
41.1%
↓ 28.7% drop
Proposal Sent 2,007
29.3%
↓ 41.2% drop
Closed Won 1,180
17.2%

Q3 Revenue Forecast

AI-projected close vs quota, ±confidence band

Projected Close

$14.9M

Confidence

±6.2%

  • July (actual) $4.62M
  • August (projected) $5.10M
  • September (projected) $5.18M

At current velocity, Q3 lands 96.4% of quota. Closing 3 stalled enterprise deals ($1.1M combined) would push it past target.

Sales Activity Heatmap

Deal touches by day & hour, last 4 weeks

Low High
8a 9a 10a 11a 12p 1p 2p 3p 4p 5p 6p 7p
Mon
Tue
Wed
Thu
Fri

Peak Window

Tue–Wed, 10a–12p

Busiest Rep

Jordan Meyers

Touches / Week

1,240 avg

Customer Segments

2,940
accounts
  • Enterprise38%
  • Mid-Market25%
  • SMB19%
  • Startup18%

Enterprise accounts carry 61% of total ARR despite being 38% of the book.

Sales Leaderboard

Q3 rankings
Priya Sharma, sales rep 2

Priya Sharma

East Region

$1.28M

Jordan Meyers, top sales rep 1

Jordan Meyers

West Region

$1.42M

Daniel Kim, sales rep 3

Daniel Kim

APAC

$1.05M

  • 4 Rachel Moreno, sales rep Rachel MorenoEMEA · 27 deals closed $892K
  • 5 Tunde Okafor, sales rep Tunde OkaforLATAM · 22 deals closed $714K

At-Risk Deals

5 flagged
  • Stellar Logistics — $284K No activity in 19 days · Negotiation stage High
  • Pinecrest Retail — $156K Champion left company · Proposal stage Medium
  • Orbit Manufacturing — $98K Budget frozen this quarter Medium
  • Harbor Point Bank — $412K Competitor evaluation in progress High
  • Silverline Media — $131K Contract redlines stuck with legal · Proposal stage Medium

Conversion Journey

Average path from first touch to expansion revenue

17.2% overall conversion

First Touch

6,840

Contacted

4,644

68% of prior

Demoed

2,814

61% of prior

Negotiated

1,412

50% of prior

Closed Won

1,180

84% of prior

Expanded

406

34% of prior

Recent Orders

View all orders
Order Customer Rep Amount Date Status
#SO-48213 Acme Corporation Jordan Meyers $142,000 Jul 21, 2026 Paid
#SO-48209 Nexora Industries Priya Sharma $98,400 Jul 20, 2026 Invoiced
#SO-48198 Vertex Technologies Daniel Kim $61,250 Jul 19, 2026 Paid
#SO-48190 Brightharbor Retail Rachel Moreno $27,800 Jul 18, 2026 Overdue
#SO-48182 Quantum Freight Co. Tunde Okafor $18,940 Jul 18, 2026 Paid

Revenue Streams

New business vs expansion vs renewal · $4.61M total

  • New Business$2.49M · 54%
  • Expansion$1.29M · 28%
  • Renewals$0.83M · 18%

New business up 9pts YoY as share of total revenue.

Renewals mix is expected to grow to 24% next quarter as the FY24 cohort matures.

Hot Opportunities

  • 92%
    Meridian Health Systems Negotiation $326K
  • 88%
    Falcon Aerospace Contract review $214K
  • 75%
    Coastal Grid Energy Verbal commit $189K
  • 70%
    Ridgeline Logistics Legal review $142K
  • 58%
    Brightwave Analytics Early discovery $97K

Smart Recommendations

High Impact

Reps who follow up within 1 hour of a demo close 2.4x more often — auto-schedule follow-ups.

Action Needed

37 deals have sat in Negotiation for 14+ days — flag for manager review.

Opportunity

Enterprise accounts with 2+ product lines renew at 94% — bundle SecureShield Pro into upcoming renewals.

Competitive Win/Loss Report

Top cited reasons, last 120 closed deals

146 decisions

Win Rate

68%

vs. Top Rival

54%

Avg. Win Size

$68.4K

Avg. Loss Size

$41.2K

Top Reasons We Win

  • Product breadth & integrations34%
  • Onboarding & support quality27%

Top Reasons We Lose

  • Missing enterprise SSO/SCIM29%
  • Slower implementation timeline24%

Upcoming Renewals

2 at risk
  • Harbor Point Bank Harbor Point Bank Renews Aug 3 · $412K ARR At Risk
  • Meridian Health Systems Meridian Health Systems Renews Aug 9 · $286K ARR On Track
  • Falcon Aerospace Falcon Aerospace Renews Aug 14 · $198K ARR On Track
  • Coastal Grid Energy Coastal Grid Energy Renews Aug 22 · $154K ARR At Risk