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admin| Team | Undelivered | Total | ||
|---|---|---|---|---|
Billable Product Mix · dollars & % of totalNo product breakdown available.
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| Grand Total | ||||
| Rep | Team | Undelivered | Total | ||
|---|---|---|---|---|---|
Billable Product Mix · dollars & % of totalNo product breakdown available.
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| Grand Total | |||||
| Category | Undelivered | Total | % of Total | |
|---|---|---|---|---|
| Grand Total | 100% |
Download every value behind the Billables KPIs as an Excel workbook: schedule line items (Billable and Undelivered), team / rep / category rollups, and excluded internal accounts — with raw + 18-char Salesforce IDs and friendly names. Hand to your SF administrators to reproduce the headline numbers from raw CRM schedule data.
IsWon).
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Loading line items…
showing top 500 by revenue
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| Category | Median | Mean | P75 |
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| Total | vs | ||
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| lapsed | |||
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| Total |
| Account | Revenue | Owner | Contracts basis | Billings basis | Prior-yr contracts | Prior-yr billings | First contract | Yrs contracted | |
|---|---|---|---|---|---|---|---|---|---|
| split | SF ↗ Brief ↗ | ||||||||
| No accounts in this bucket for the selected window. | |||||||||
| — in this bucket on their history, nothing booked yet | |||||||||
| open | — | SF ↗ Brief ↗ | |||||||
| Product | Income Projection | Won in Quarter | Open Pipeline | Review Progress | |
|---|---|---|---|---|---|
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| Total |
| Decision | Account / Opportunity | Owner | Product | Stage | Amount | Close | Delivery | Flags | Next Step |
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| ● | |||||||||
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Sales ops notes:
Flight:
Event:
Opp age:
SF forecast category:
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| Assess Interest / Discover — not typically forecast; include explicitly if warranted | |||||||||
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Sales ops notes:
Opp age:
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| Won | |||||||||
| Event | Date | Q | Target | Written | Wr Δ | Gap | % | Fcst + | Final | +/− Quota | Open | Wtd | Wtd Δ | Time-Adj | Uncap. | YoY $ | Commit | Best | Pipe | Risk | Ratio | Notes | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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| No events match. | |||||||||||||||||||||||
| Line A | Line B | Shared buyers | Overlap | Profile match | Read |
|---|---|---|---|---|---|
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| Not enough shared buyers to compare these lines. | |||||
| Only buys | Buyers | |
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| No role is exclusive at this grain — try profiling on Title or a finer product dimension. | ||
| Lines | Buyers | |
|---|---|---|
| No role reaches most lines in this scope. | ||
| Title | Function | Buyers | Accounts | Deals | Buys | |
|---|---|---|---|---|---|---|
| No titles match that search. | ||||||
| Year | SF contracted | − Other (out of Workbook) | = Monthly Workbook | − Non-client | = Review total | |
|---|---|---|---|---|---|---|
| Window |
IsClosed & IsWon.
Contracts (default) books every dollar in the year it was
contracted; Revenue re-times by the Salesforce revenue schedule —
except Programs / Navigator / Insider, which are ACV products fully
recognized on the contract date. Discount is derived from
ListPrice × Quantity vs sold price on priced, non-$0 lines —
it cannot distinguish a negotiated discount from a product modified in
the terms, so read it as price realization.
Retention is term-aware: renewals not yet due are counted pending, not churned.
Click any row to see the lines behind it.
| Year | Revenue | Lines | Accounts | ASP | Median line | Δ vs list | List cov. | Win (lines) | Win (value) | Retention | Rev-wt ret. |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Program | Sponsors sold | Capacity | Attainment | Note |
|---|---|---|---|---|
config/program_inventory.json
(Salesforce carries none); blank rows still show measured sponsors sold.
| Cohort | Members | Revenue | New | Renewal | To 50% | To 90% | First sale | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| new program | |||||||||||||||
| Bundle | Accounts | Opps | Total value | Avg / opp | Years | ||||||||||
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Loading opportunities…
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| Year | Accounts | Booked | One-and-done | Mixed | Co-purchase | Incremental | Event→2nd book | Avg batches |
|---|---|---|---|---|---|---|---|---|
I can see what you're looking at on this page. Ask me to explain the data, drill into specific accounts, or run deeper analysis.
