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Last updated Jun 02, 2026 · 12:51 PM

Quota Attainment — Q2 2026

72.3%

$347,200 of $480,000 annual quota

$347,200 closed$480,000 target
72% attained$132,800 to go
+8.4% vs last quarter— Q1 was 63.9%

Closed Revenue

$347.2K

38 deals closed YTD

+$41,600 vs last monthvs May

Pipeline Value

$1.14M

2.4× quota coverage

-$87,000 this week2 deals lost

Win Rate

34.2%

23 won / 44 closed total

+2.1pp vs last monthindustry avg 27%

Avg Deal Size

$15,096

Per closed-won deal

+$1,240 vs Q1 avg— improving

Forecast Gap

$132.8K

Needed to hit annual target

On track if 3 open deals close

Deals at Risk

5

No activity in 14+ days

$186,500 combined valueneeds follow-up

Annual Quota

$480,000

FY 2026 target

Closed YTD

$347,200

72.3% of quota

Open Pipeline

$1,140,000

2.4× coverage

Weighted Forecast

$152,040

From open deals

Quota Gap

$132,800

Needed to hit target

All Deals

12
Deal
Company
Stage
Value
Close Date
Age
Last Activity
Prob.
Enterprise Multi-Site License
Trellis ManufacturingProspect$112,00008/01/20264dToday
15%
Enterprise License — Platform Tier
Meridian SystemsNegotiation$84,00006/15/202647d2 days ago
75%
Team Expansion — 50 Seats
Arroyo FinancialNegotiation$67,20006/20/202655d21 days ago
70%
Data Integration Package
Northbridge CapitalClosed Won$52,50005/31/202668d1 day ago
100%
Annual SaaS Subscription
Vantage AnalyticsProposal$36,00006/28/202631d18 days ago
50%
Security Audit + Onboarding
Cascade MedicalQualified$31,00007/18/202619d17 days ago
35%
Professional Services Retainer
Crestline PartnersQualified$24,00007/10/202614d3 days ago
30%
Analytics Dashboard Add-on
Summit Realty GroupProposal$22,80006/30/202628d16 days ago
45%
Showof 12 deals

Top Open Deals

Ranked by deal value

$323.2Ktotal
#1

Enterprise Multi-Site License

Trellis ManufacturingProspect

$112K

Aug 01
15%
#2

Enterprise License — Platform Tier

Meridian SystemsNegotiation

$84K

Jun 15
75%
#3

Team Expansion — 50 Seats

Arroyo FinancialNegotiation

$67K

Jun 20
70%
#4

Annual SaaS Subscription

Vantage AnalyticsProposal

$36K

Jun 28
50%
#5

Professional Services Retainer

Crestline PartnersQualified

$24K

Jul 10
30%
Weighted forecast value$152,040

Recent Activity

Deal updates & follow-ups

Last 30 days

Deal closed — Northbridge Capital

Data Integration Package · $52,500

1 day ago

Discovery call — Trellis Manufacturing

Enterprise Multi-Site License · 45 min

1 day ago

Meridian Systems → Negotiation

Moved from Proposal after legal review

2 days ago

Follow-up overdue — Arroyo Financial

No activity in 21 days · $67,200 at risk

2 days ago

Proposal sent — Halcyon Insurance

Compliance Module Add-on · $18,400

5 days ago

Deal lost — Penrose Logistics

API Access Growth Plan · went with competitor

12 days ago

New deal added — Solaris Tech Group

Pilot Program 3 Months · $9,800

7 days ago

Note added — Cascade Medical

VP aligned on scope. Awaiting legal sign-off.

17 days ago