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Q2 2026 · Last updated May 25, 2026 at 5:30 PM

Quota Attainment

74.3%

$1.86M of $2.5M

+6.2%vs last quarter
$1.86M closed$2.5M target

Pipeline Coverage

3.8x

$9.4M open pipeline

-0.4%vs last week

Win Rate

31.4%

47 won / 102 closed

-2.1%vs last quarter

Avg Deal Size

$39.6K

Up from $34.2K

+15.8%vs last quarter

Weekly Activities

1,284

162 avg per rep

+8.3%vs last week

Deals at Risk

14

$1.2M at risk value

+4new this week

Revenue Trend

12-week rolling · All reps combined

Current Period
Prior Period
+18.4% YoY

Pipeline by Stage

Deal count and value · QTD

Qualified38 deals$2.14M
Proposal24 deals$1.87M
Negotiation11 deals$1.42M
Legal Review6 deals$0.98M
Closed Won47 deals$1.86M
Closed Lost55 deals$2.10M
181 total deals tracked$10.37M total value

Rep Performance

8 reps · QTD quota attainment

Rep
Attainment
Pipeline
Deals
Win Rate
Activities
Status
JC

Jordan Calloway

Northeast

107.0%

$428K of $400K

$0.98M

2.5x coverage

11

active

44.2%
224

this week

Exceeding
KW

Kenji Watanabe

Pacific

93.7%

$356K of $380K

$1.48M

3.9x coverage

14

active

35.8%
212

this week

On Track
PN

Priya Nair

West Coast

89.1%

$312K of $350K

$1.24M

3.5x coverage

8

active

38.5%
198

this week

On Track
FA

Fatima Al-Hassan

Mid-Atlantic

82.6%

$289K of $350K

$0.94M

2.7x coverage

7

active

31.2%
178

this week

On Track
SL

Simone Lacroix

Canada

69.0%

$214K of $310K

$0.89M

2.9x coverage

7

active

29.6%
155

this week

At Risk
TH

Tomás Herrera

Southeast

66.0%

$198K of $300K

$0.87M

2.9x coverage

6

active

28.4%
142

this week

At Risk
AO

Amara Osei

Midwest

45.3%

$145K of $320K

$1.12M

3.5x coverage

9

active

22.1%
167

this week

Behind
DO

Derek Okonkwo

Central

42.1%

$118K of $280K

$0.76M

2.7x coverage

5

active

19.8%
98

this week

Behind
Team average attainment: 74.3%
5 on track · 2 behind · 1 exceeding

Enterprise Platform License

Meridian Health Systems

$185K

Close May 31

No activity
18 days ago
· T. Herrera· Negotiation
·

CRM Integration Suite

Coastal Capital Group

$94K

Close May 28

No response
22 days ago
· A. Osei· Proposal
·

Analytics Expansion

Vertex Logistics

$67K

Close Jun 15

Champion left
14 days ago
· D. Okonkwo· Legal Review
·

Security Module Add-on

BluePeak Advisors

$42K

Close Jun 8

Close date slipped
16 days ago
· S. Lacroix· Qualified
·

Mid-Market Bundle

Orion Financial

$58K

Close Jun 3

No activity
19 days ago
· T. Herrera· Proposal
·

Recent Activity

Team-wide · Today

Closed Pinnacle Software — $58K ARR

Jordan Calloway·12 min ago
Won

Discovery call with Hartwell Manufacturing

Priya Nair·34 min ago

Sent proposal to Nexus Biotech — $94K

Kenji Watanabe·1h 12m ago

Follow-up call — Cascade Retail Group

Fatima Al-Hassan·2h 5m ago

Sent ROI analysis to BluePeak Advisors

Simone Lacroix·3h 18m ago

Cold outreach — 5 new prospects contacted

Tomás Herrera·4h ago