Triad B2B Sales Dashboard
Loading…
Booked = Closed-Won Opportunities (excludes the mis-flagged "Cancelled - Refunded" stage), by close date.
Pipeline = open Opportunities. AMs (Summer, Madeline) carry few owned opps — they're included for whitespace & reach-out coverage.
Loading data…
Booked vs. pipeline by quarter —
Closed-Won revenue (Q1–Q2 actuals) alongside open pipeline weighted to its close quarter (Q3–Q4 forecast).
Rep leaderboard
Closed-Won bookings YTD by quarter, plus open pipeline and win rate.
Open pipeline by stage
Value of open opportunities by sales stage.
Account whitespace — re-engagement targets
Accounts with $2,500+ Closed-Won this year but no currently-open opportunity — the live version of the Oppys sheet's "Should an oppy be added / did the AM reach out?" flags.