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Tuesday, October 20 · Q4 2026, day 20

Good morning, Dana

4 meetings and 4 open tasks today. 2 of your deals are set to close this month.

Forecast
Closed won · Q4
$96K
30.0% of $320K quota
My open pipeline
$524K
7 deals · $281K weighted
My Q4 commit
$286K
89% of quota · gap $34K
Team bookings · 12 mo
$4.23M
Win rate 70% · 89-day cycle

Q4 2026 quota

Your attainment

Team & quotas

30.0%

$96,000 of $320,000

Ahead of pace · 21% of quarter gone

Closed won
$96K
Commit
$190K
Best case
$216K
Pipeline
$118K

Team · closed won vs quota

  • Dana30%
  • Marcus46%
  • Priya8%
  • Tomás13%
  • Hana8%

Tick marks where the team should be today (21% of the quarter).

Team bookings

Closed won by month

October is month to date: $353,000 from 7 deals.

Reports
Nov: Bookings 286k · Target 420kDec: Bookings 512k · Target 460kJan: Bookings 198k · Target 400kFeb: Bookings 254k · Target 400kMar: Bookings 468k · Target 440kApr: Bookings 231k · Target 450kMay: Bookings 302k · Target 450kJun: Bookings 547k · Target 480kJul: Bookings 264k · Target 480kAug: Bookings 318k · Target 480kSep: Bookings 496k · Target 500kOct: Bookings 353k · Target 520k
  • Bookings
  • Target

Open pipeline

Pipeline by stage

  • Lead5$225,000$22.5K wtd
  • Qualified6$489,000$124K wtd
  • Proposal6$622,000$300K wtd
  • Negotiation5$586,000$431K wtd
22 open deals · $1,922,000 · $877,650 weightedOpen board

Closing soon

Deals closing this month

DealStageAmountCloseOwner
Expansion to three teamsNegotiation$42,000Oct 288dDana
Fleet analytics rolloutNegotiation$148,000Oct 3010dDana

Already won this month: $353,000 across 7 deals.

Team

Recent activity

All activity

  1. Rob Keller replied: asks for Net 45 and onboarding billed at go-live

    Dana OkaforView deal

  2. Completed “Prep redline summary for Halcyon call”

    Dana OkaforView deal

  3. Created Harborline Telecom — Network KPI platform ($240,000)

    Marcus LindqvistView deal

  4. Closed won Harborline Telecom — Network pilot ($46,000)

    Marcus LindqvistView deal

  5. Tess Whitaker viewed quote Q-2043

    Dana OkaforView deal

  6. Met Amara Lewis: claims workshop with 6 adjusters, pilot scope agreed

    Dana OkaforView deal

Tuesday, October 20

Today's schedule

Calendar
  1. 9:30 AM

    Halcyon — legal redlines prep

    9:30 AM–10:00 AM

    Fleet analytics rollout
  2. 11:00 AM

    Quarry Labs expansion check-in

    11:00 AM–11:30 AM · Video call · Tess

    Expansion to three teams
  3. 1:30 PM

    Emberly — data residency Q&A

    1:30 PM–2:15 PM · Video call · Zoe, Ibrahim

    Supply chain visibility
  4. 3:30 PM

    1:1 with Grace

    3:30 PM–4:00 PM · Room 4B

Tasks

2 overdue · 5 due today

All tasks

Overdue2

Today5