Audit Notes
Overview
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Deals
Deals Won
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Total New ARR
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vs Prior Year
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Q1 New ARR
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Q2 New ARR
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Q3 New ARR
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Q4 New ARR
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| Deal Name | Stage | Owner | SDR | Total | Contract Length | Quarter | Date | Universe | Amount Universe | Country |
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Won vs Objective
| Entity | Won | Goal | Vs Goal | % Achievement | Status |
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Pipeline Creation Performance
Active SQLs · Deficit · Required Action
| MARKET | ACTIVE SQLS | NEEDED SQLS | GAP | CREATED | GOAL/MO | ACTION |
|---|
Spain vs New Markets (Italy, UK, Brazil)
| Q1 | Q2 | Q3 | Q4 | Total | Annual Goal | vs Goal % | Status |
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SQL by Country (Quarterly)
| SQL × Country | Q1 | Q2 | Q3 | Q4 | Total |
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SQL Achievement (by Country)
| Country | SQL (CY) | SQL (PY) | YoY % | Goal | vs Goal % | Status |
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Results
| Countries | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
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Plan
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
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Active SQLs
Deals currently in SQL stage (inactive deals excluded)
| Deal | Country | SDR | Owner | Date Entered SQL | Quarter |
|---|
Pipeline Breakdown
Track the fate of each quarter's pipeline — won, lost, or moved forward
Initial Pipeline
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Won
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Moves to Q+1
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Moves to Q+2 or later
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Lost
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WON IN Q
MOVES TO Q+1
MOVES TO Q+2+
LOST
Q → Q+1 INHERITED
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NEW PIPELINE IN Q+1
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Q+1 WON TO DATE
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TOTAL ACTIVE PIPELINE Q+1
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AE Performance
By Country
| Country | New ARR | Deals | ARPA | Total SQL | SQL→Won | Avg SQL | Sales Cycle (days) | Goal ARR (Global) | % Achievement | Status |
|---|
Goal ARR accumulates the quarterly targets from Q1 through the current quarter, as defined in the Goals Config tab.
By Deal Owner
| Owner | New ARR | Deals | ARPA | Total SQL | SQL→Won | Avg SQL | Sales Cycle | Goal ARR (Global) | % Achievement | Status |
|---|
Goal ARR accumulates the quarterly targets from Q1 through the current quarter, as defined in the Goals Config tab.
Forecast
Quarter
Total Expected
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Weighted
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Won
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New ARR 2026 vs Goal / Plan
| Month | New ARR | Goal | Result (current) | Weighted + won | Result (estimated) | Status |
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New ARR 2026 by Country
| Country | New ARR (won 2026) | New ARR (weighted Q1) | Total (w+w) | Goal (2026) | Result (estimated 2026) | Status |
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New ARR 2026 by Team Member
| Team Member | New ARR (won 2026) | New ARR (weighted Q1) | Total (w+w) | Goal (2026) | Result (estimated 2026) | Status |
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ALL PROJECTIONS — TOTAL, BY COUNTRY & BY AE
Projections
| Month | New ARR (won) | New ARR (weighted) | Total (w+w) | Goal (Q1) | Result (estimated Q1) | Status |
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Active Countries
| Country | New ARR (Won) | New ARR (Weighted) | Total (w+w) | Goal | Result (Estimated) | Status |
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Active Team
| Team Member | New ARR (Won) | New ARR (Weighted) | Total (w+w) | Goal | Result (Estimated) | Status |
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| Country | Deal | Owner | Expected Close Month | Status | Total Amount | Weighted (60%) | Won |
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New ARR Performance
Total New ARR
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Q? Actual vs Goal
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vs Prior Year
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Revenue by Owner (Monthly)
| Owner | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | % |
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New ARR by Owner
| Owner | Actual | Goal | % vs Target | Status |
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New ARR × Country
| Country | Actual | Goal | % vs Target | Status |
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Goals Config
Total New ARR Target
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Quarter Distribution
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Year
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Goal by Team
| Team | Q1 | Q2 | Q3 | Q4 | Total |
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Goal by Country
| Country | Q1 | Q2 | Q3 | Q4 | Total | % |
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Country % Distribution
Edit Goals
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Reports
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📈 Quarterly Sales Report
Attainment vs target, rep leaderboard, closed deals, win/loss and next-quarter coverage. Sends the email through the n8n workflow — also runs automatically on the 1st of each quarter.
Events
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