Earnest

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Whole team

4 reps, 10 accounts

Whole page:
Forecast, FY 2026
$3.17M
83% of $3.8M company target. Gap $627K
Won and delivered $2.49M, 66% of goal, against 86% expected by now. The dashed part is weighted pipeline still to win.
Delivered
$2.44M
Sold
$56K
Pipeline
$678K
Net new
$350K

$250K of the company target is not yet assigned to an account. Targets

Reps against pace

Pick a rep to open their book

Clients

  • Pinecrest Schools61% of goalGoing cold
    Priya. $109K of $180K goal. Last contact 47 days ago.
    No contact with Rosa Delgado in 47 days. Priya's client. Every 21 days cadence, 26 days overdue. Nothing scheduled.
  • Bluewater Health81% of goalGoing cold
    Avery. $211K of $260K goal. Last contact 34 days ago.
    No contact with Tobias Fenn in 34 days. Avery's client. Every 21 days cadence, 13 days overdue. Nothing scheduled.
  • Ostrander Group108% of goalGoing cold
    Jordan + Priya. $270K of $250K goal. Last contact 26 days ago, next: Call Nov 16.
    No contact with Callum Reid in 26 days. Jordan + Priya's client. Every 21 days cadence, 5 days overdue. Next: Call Nov 16.
  • Halcyon Hotels69% of goalBehind
    Sam. $165K of $240K goal. No contact recorded.
  • Marlow Foods83% of goalBehind
    Jordan. $315K of $380K goal. Last contact 8 days ago, next: Call Nov 19.
  • Tessera Labs95% of goalOn track
    Jordan. $610K of $640K goal. Last contact 1 day ago, next: Meeting Nov 15.
    ⚠ 1 deal is not in US dollars
Open the full list in Accounts