Vela RH · AE and sales management dashboard · data through Oct 4, 2026, read on Monday Oct 5 · fictitious data
Sales · whole team · 2 of 66 business days
Team new MRR against the Q4/2026 target
0.0% too early to tell
Explain this chart
- What it shows
- How much of the period's result has already been achieved against the target.
- How to read it
- The filled bar is what's been achieved. In the current period, the vertical mark shows where the bar should be today, based on the number of business days that have passed: behind the mark, the pace is below what's needed.
- Where the number comes from
- The CRM, adding up the chosen period. The target comes from the monthly targets spreadsheet (fictitious); individual targets are the team's target split equally.
Adding the commit adjusted by track record, the forecast lands at 55.8% of target. The declared commit is R$259K, but only 54.0% of the Q2/2026 and Q3/2026 commits closed.
- Adjusted forecast55.8%won + commit × historical accuracy (R$103K)
- Commit accuracy54.0%Q2/2026 and Q3/2026; below 80% indicates an inflated commit
- Coverage of what's left3.8xR$712K closing in the quarter; benchmark 3x to 4x
- Weighted by stageR$149Kdeclared commit R$259K · best case R$58K
Sales · Diego Alves · 2 of 66 business days
Diego's new MRR against the Q4/2026 target
0.0% too early to tell
Explain this chart
- What it shows
- How much of the period's result has already been achieved against the target.
- How to read it
- The filled bar is what's been achieved. In the current period, the vertical mark shows where the bar should be today, based on the number of business days that have passed: behind the mark, the pace is below what's needed.
- Where the number comes from
- The CRM, adding up the chosen period. The target comes from the monthly targets spreadsheet (fictitious); individual targets are the team's target split equally.
Adding the commit adjusted by track record, the forecast lands at 112.8% of target. The declared commit is R$225K, but only 30.9% of the Q2/2026 and Q3/2026 commits closed.
- Adjusted forecast112.8%won + commit × historical accuracy (R$70K)
- Commit accuracy30.9%Q2/2026 and Q3/2026; below 80% indicates an inflated commit
- Coverage of what's left4.5xR$276K closing in the quarter; benchmark 3x to 4x
- Weighted by stageR$50Kdeclared commit R$225K · best case R$22K
Sales · Marina Costa · 2 of 66 business days
Marina's new MRR against the Q4/2026 target
0.0% too early to tell
Explain this chart
- What it shows
- How much of the period's result has already been achieved against the target.
- How to read it
- The filled bar is what's been achieved. In the current period, the vertical mark shows where the bar should be today, based on the number of business days that have passed: behind the mark, the pace is below what's needed.
- Where the number comes from
- The CRM, adding up the chosen period. The target comes from the monthly targets spreadsheet (fictitious); individual targets are the team's target split equally.
Adding the commit adjusted by track record, the forecast lands at 0.0% of target.
- Adjusted forecast0.0%won + commit × historical accuracy (R$0)
- Commit accuracy100.0%Q2/2026 and Q3/2026; below 80% indicates an inflated commit
- Coverage of what's left2.8xR$171K closing in the quarter; benchmark 3x to 4x
- Weighted by stageR$47Kdeclared commit R$0 · best case R$30K
Sales · Rafael Torres · 2 of 66 business days
Rafael's new MRR against the Q4/2026 target
0.0% too early to tell
Explain this chart
- What it shows
- How much of the period's result has already been achieved against the target.
- How to read it
- The filled bar is what's been achieved. In the current period, the vertical mark shows where the bar should be today, based on the number of business days that have passed: behind the mark, the pace is below what's needed.
- Where the number comes from
- The CRM, adding up the chosen period. The target comes from the monthly targets spreadsheet (fictitious); individual targets are the team's target split equally.
Adding the commit adjusted by track record, the forecast lands at 54.5% of target.
- Adjusted forecast54.5%won + commit × historical accuracy (R$34K)
- Commit accuracy100.0%Q2/2026 and Q3/2026; below 80% indicates an inflated commit
- Coverage of what's left4.3xR$266K closing in the quarter; benchmark 3x to 4x
- Weighted by stageR$52Kdeclared commit R$34K · best case R$6,630
Which deal needs you today?
Today's list
- Aurora Agro S.A.R$17K
32 days without contactdate pushedonly 1 contact
Next step: Send an industry case study
- Cobalto ServiçosR$10K
45 days without contactdate pushedonly 1 contact
Next step: Review the proposal scope
- Pampa Alimentos do BrasilR$ 3,380
63 days without contactdate pushedonly 1 contact
Next step: Present the proposal to the decision-maker
- Norte Agro LtdaR$21K
115 days without contactdate pushed
- Energia QuartzoR$18K
date past duedate pushed
Next step: Final negotiation round
- Granito Saúde LtdaR$16K
50 days without contactdate pushed
Next step: Send an industry case study
- Guará VarejoR$11K
47 days without contactdate pushed
- Carcará Farma LtdaR$ 7,170
34 days without contactonly 1 contact
Next step: Final negotiation round
- Farol EngenhariaR$ 6,450
29 days without contactdate pushed
Next step: Finance approval
- Orvalho Saúde LtdaR$ 4,640
100 days without contactdate pushed
- Tucano Agro do BrasilR$ 3,600
57 days without contactdate pushed
Next step: Contract review by legal
- Brisa EnergiaR$ 2,290
25 days without contactonly 1 contact
Next step: Present the proposal to the decision-maker
- Serra MetalúrgicaR$ 1,710
77 days without contactdate pushed
Next step: Send an industry case study
- Logística OrvalhoR$40K
only 1 contact
- Trilha Têxtil do BrasilR$25K
date past due
Next step: Review the proposal scope
- Zênite EnergiaR$23K
39 days without contact
Next step: Demo with the payroll team
- Ipê MetalúrgicaR$19K
date pushed
- Pampa Serviços S.A.R$17K
date past due
Next step: Finance approval
- Grupo Ipê EngenhariaR$16K
58 days without contact
Next step: Gather ERP integration requirements
- Farma ÂmbarR$16K
14 days without contact
- Ribeira SaúdeR$15K
only 1 contact
Next step: Finance approval
- Mirante Varejo S.A.R$15K
date past due
Next step: Contract review by legal
- Vértice ServiçosR$14K
39 days without contact
Next step: Present the proposal to the decision-maker
- Cobalto Têxtil S.A.R$13K
only 1 contact
Next step: Send an industry case study
- Cerrado Engenharia do BrasilR$12K
36 days without contact
Next step: Gather ERP integration requirements
50 open deals from SQL onward with at least one signal (R$468K). The list shows the 25 with the most signals and the highest MRR.
- Aurora Agro S.A.R$17K
32 days without contactdate pushedonly 1 contact
Next step: Send an industry case study
- Cobalto ServiçosR$10K
45 days without contactdate pushedonly 1 contact
Next step: Review the proposal scope
- Pampa Alimentos do BrasilR$ 3,380
63 days without contactdate pushedonly 1 contact
Next step: Present the proposal to the decision-maker
- Energia QuartzoR$18K
date past duedate pushed
Next step: Final negotiation round
- Granito Saúde LtdaR$16K
50 days without contactdate pushed
Next step: Send an industry case study
- Guará VarejoR$11K
47 days without contactdate pushed
- Orvalho Saúde LtdaR$ 4,640
100 days without contactdate pushed
- Trilha Têxtil do BrasilR$25K
date past due
Next step: Review the proposal scope
- Ipê MetalúrgicaR$19K
date pushed
- Mirante Varejo S.A.R$15K
date past due
Next step: Contract review by legal
- Cerrado Engenharia do BrasilR$12K
36 days without contact
Next step: Gather ERP integration requirements
- Jangada Energia LtdaR$ 9,120
15 days without contact
Next step: Gather ERP integration requirements
- Quartzo Alimentos LtdaR$ 6,690
37 days without contact
Next step: Review the proposal scope
- Cerrado Energia do BrasilR$ 6,530
only 1 contact
Next step: Review the proposal scope
- Ilha Agro do BrasilR$ 4,750
18 days without contact
Next step: Send an industry case study
- Brisa Tecnologia S.A.R$ 4,130
17 days without contact
Next step: Gather ERP integration requirements
- Saúde TamandaréR$ 2,500
only 1 contact
Next step: Send an industry case study
- Engenharia ItapoãR$ 2,440
22 days without contact
Next step: Demo with the payroll team
- Brisa Varejo S.A.R$ 2,390
63 days without contact
Next step: Demo with the payroll team
19 open deals from SQL onward with at least one signal (R$190K). The list shows the 19 with the most signals and the highest MRR.
- Carcará Farma LtdaR$ 7,170
34 days without contactonly 1 contact
Next step: Final negotiation round
- Tucano Agro do BrasilR$ 3,600
57 days without contactdate pushed
Next step: Contract review by legal
- Zênite EnergiaR$23K
39 days without contact
Next step: Demo with the payroll team
- Farma ÂmbarR$16K
14 days without contact
- Ribeira SaúdeR$15K
only 1 contact
Next step: Finance approval
- Recanto MetalúrgicaR$12K
14 days without contact
- Laranjeira Engenharia do BrasilR$ 6,690
53 days without contact
- Farma QuartzoR$ 5,310
41 days without contact
Next step: Gather ERP integration requirements
- Trilha Varejo S.A.R$ 4,350
25 days without contact
Next step: Present the proposal to the decision-maker
- Grupo Várzea EngenhariaR$ 4,320
only 1 contact
Next step: Present the proposal to the decision-maker
- Orvalho SaúdeR$ 3,000
only 1 contact
Next step: Present the proposal to the decision-maker
- Têxtil SabiáR$ 2,860
only 1 contact
Next step: Send an industry case study
- Grupo Horizonte VarejoR$ 1,470
15 days without contact
Next step: Demo with the payroll team
13 open deals from SQL onward with at least one signal (R$105K). The list shows the 13 with the most signals and the highest MRR.
- Norte Agro LtdaR$21K
115 days without contactdate pushed
- Farol EngenhariaR$ 6,450
29 days without contactdate pushed
Next step: Finance approval
- Brisa EnergiaR$ 2,290
25 days without contactonly 1 contact
Next step: Present the proposal to the decision-maker
- Serra MetalúrgicaR$ 1,710
77 days without contactdate pushed
Next step: Send an industry case study
- Logística OrvalhoR$40K
only 1 contact
- Pampa Serviços S.A.R$17K
date past due
Next step: Finance approval
- Grupo Ipê EngenhariaR$16K
58 days without contact
Next step: Gather ERP integration requirements
- Vértice ServiçosR$14K
39 days without contact
Next step: Present the proposal to the decision-maker
- Cobalto Têxtil S.A.R$13K
only 1 contact
Next step: Send an industry case study
- Oásis SaúdeR$ 7,220
23 days without contact
Next step: Demo with the payroll team
- Nascente Tecnologia S.A.R$ 7,200
74 days without contact
- Carcará HotelariaR$ 6,630
only 1 contact
- Vértice MetalúrgicaR$ 4,990
15 days without contact
Next step: Gather ERP integration requirements
- Quartzo MetalúrgicaR$ 4,480
only 1 contact
Next step: Finance approval
- Grupo Tamandaré EnergiaR$ 4,180
22 days without contact
Next step: Send an industry case study
- Alimentos MaréR$ 2,730
only 1 contact
Next step: Send an industry case study
- Guará Saúde LtdaR$ 2,720
only 1 contact
- Grupo Trilha SaúdeR$ 2,140
only 1 contact
Next step: Send an industry case study
18 open deals from SQL onward with at least one signal (R$173K). The list shows the 18 with the most signals and the highest MRR.
What's in the pipeline, and for how long?
Open pipeline by stage
- SQLR$402K38 deals 16 days in stage (median) · historical 14 days
- ProposalR$525K49 deals 22 days in stage (median) · historical 21 days
- NegotiationR$211K16 deals 29 days in stage (median) · historical 28 days
Explain this chart
- What it shows
- How much MRR is open at each pipeline stage and how long deals have been in it.
- How to read it
- A marked card is slower than its history: deals have been stuck in the stage for more days than usual.
- Where the number comes from
- CRM: open deals from SQL onward; median days in stage today, compared with the last 12 months.
How much is declared confidence really worth?
Confidence calibrated by history
Declared MRRMRR expected at the historical rate
Open proposals and negotiations. Historical rate = how much each confidence level closed in the last 12 months (team).
Explain this chart
- What it shows
- For each confidence level declared by the rep, the MRR of open proposals and how much of it should close at the historical rate.
- How to read it
- The top bar is what was declared; the bottom one, what's expected. The bigger the gap, the less the declared confidence is worth.
- Where the number comes from
- CRM: open proposals and negotiations. Historical rate = how much each confidence level closed in the last 12 months.
What could close in the next 30 days?
R$412K in 41 deals with a date up to 03/11
Week of 05/10R$59K
7 deals- Farma Horizonte05/10 · Proposal · DiegoR$18K
- Grupo Tamandaré Energia05/10 · Proposal · RafaelR$ 4,180
- Guará Varejo06/10 · Negotiation · DiegoR$11K
- Brisa Energia06/10 · Proposal · RafaelR$ 2,290
- Bússola Tecnologia09/10 · Proposal · DiegoR$ 8,000
- Laranjeira Tecnologia do Brasil09/10 · Negotiation · MarinaR$ 8,920
- Carcará Farma Ltda10/10 · Negotiation · MarinaR$ 7,170
Week of 12/10R$140K
8 deals- Nascente Farma S.A.13/10 · Proposal · RafaelR$ 6,520
- Quartzo Alimentos Ltda13/10 · Proposal · DiegoR$ 6,690
- Guará Saúde Ltda13/10 · Proposal · RafaelR$ 2,720
- Logística Orvalho14/10 · Proposal · RafaelR$40K
- Ilha Agro do Brasil15/10 · Proposal · DiegoR$ 4,750
- Grupo Maré Farma15/10 · Negotiation · MarinaR$42K
- Saúde Tamandaré16/10 · Proposal · DiegoR$ 2,500
- Lúmen Metalúrgica16/10 · Proposal · RafaelR$35K
Week of 19/10R$88K
12 deals- Educação Estrela19/10 · Proposal · DiegoR$12K
- Pampa Alimentos do Brasil20/10 · Proposal · DiegoR$ 3,380
- Farol Engenharia21/10 · Negotiation · RafaelR$ 6,450
- Pampa Saúde Ltda21/10 · Negotiation · MarinaR$ 3,880
- Educação Trilha22/10 · Proposal · DiegoR$18K
- Arara Tecnologia do Brasil22/10 · Proposal · DiegoR$ 5,250
- Baobá Têxtil S.A.22/10 · Proposal · DiegoR$12K
- Serra Metalúrgica22/10 · Proposal · RafaelR$ 1,710
- Têxtil Sabiá22/10 · Proposal · MarinaR$ 2,860
- Recanto Metalúrgica23/10 · Negotiation · MarinaR$12K
- Trilha Varejo S.A.25/10 · Proposal · MarinaR$ 4,350
- Laranjeira Engenharia do Brasil25/10 · Proposal · MarinaR$ 6,690
Week of 26/10R$119K
13 deals- Grupo Aurora Têxtil26/10 · Proposal · DiegoR$ 6,180
- Grupo Várzea Engenharia27/10 · Proposal · MarinaR$ 4,320
- Cobalto Serviços27/10 · Proposal · DiegoR$10K
- Grupo Trilha Saúde28/10 · Proposal · RafaelR$ 2,140
- Urbe Saúde29/10 · Proposal · DiegoR$22K
- Granito Saúde Ltda30/10 · Proposal · DiegoR$16K
- Tucano Agro do Brasil30/10 · Negotiation · MarinaR$ 3,600
- Orvalho Saúde30/10 · Proposal · MarinaR$ 3,000
- Mirante Serviços do Brasil30/10 · Proposal · DiegoR$14K
- Serra Tecnologia Ltda31/10 · Proposal · RafaelR$ 7,430
- Cerrado Energia do Brasil31/10 · Proposal · DiegoR$ 6,530
- Ipê Metalúrgica01/11 · Proposal · DiegoR$19K
- Orvalho Saúde Ltda01/11 · Proposal · DiegoR$ 4,640
Week of 02/11R$ 4,480
1 deals- Quartzo Metalúrgica03/11 · Negotiation · RafaelR$ 4,480
high confidencemediumlowno confidence
Open deals from SQL onward, by the expected close date in the CRM. Low confidence almost never closes: see the block above.
Explain this chart
- What it shows
- What could close in the coming weeks, by the expected close date in the CRM.
- How to read it
- Each column is a week, with its total MRR and deals. The border color is the confidence: green high, yellow medium, coral low.
- Where the number comes from
- CRM: open deals from SQL onward with a close date in the next 30 days.
What's in the pipeline, and for how long?
Open pipeline by stage
- SQLR$127K14 deals 13 days in stage (median) · historical 14 days
- ProposalR$232K20 deals 26 days in stage (median) · historical 21 days
- NegotiationR$44K3 deals 35 days in stage (median) · historical 28 days
Explain this chart
- What it shows
- How much MRR is open at each pipeline stage and how long deals have been in it.
- How to read it
- A marked card is slower than its history: deals have been stuck in the stage for more days than usual.
- Where the number comes from
- CRM: open deals from SQL onward; median days in stage today, compared with the last 12 months.
How much is declared confidence really worth?
Confidence calibrated by history
Declared MRRMRR expected at the historical rate
Open proposals and negotiations. Historical rate = how much each confidence level closed in the last 12 months (the AE's own when there are 8+ cases; otherwise, the team's).
Explain this chart
- What it shows
- For each confidence level declared by the rep, the MRR of open proposals and how much of it should close at the historical rate.
- How to read it
- The top bar is what was declared; the bottom one, what's expected. The bigger the gap, the less the declared confidence is worth.
- Where the number comes from
- CRM: open proposals and negotiations. Historical rate = how much each confidence level closed in the last 12 months.
What could close in the next 30 days?
R$201K in 19 deals with a date up to 03/11
Week of 05/10R$37K
3 deals- Farma Horizonte05/10 · ProposalR$18K
- Guará Varejo06/10 · NegotiationR$11K
- Bússola Tecnologia09/10 · ProposalR$ 8,000
Week of 12/10R$14K
3 deals- Quartzo Alimentos Ltda13/10 · ProposalR$ 6,690
- Ilha Agro do Brasil15/10 · ProposalR$ 4,750
- Saúde Tamandaré16/10 · ProposalR$ 2,500
Week of 19/10R$51K
5 deals- Educação Estrela19/10 · ProposalR$12K
- Pampa Alimentos do Brasil20/10 · ProposalR$ 3,380
- Arara Tecnologia do Brasil22/10 · ProposalR$ 5,250
- Baobá Têxtil S.A.22/10 · ProposalR$12K
- Educação Trilha22/10 · ProposalR$18K
Week of 26/10R$99K
8 deals- Grupo Aurora Têxtil26/10 · ProposalR$ 6,180
- Cobalto Serviços27/10 · ProposalR$10K
- Urbe Saúde29/10 · ProposalR$22K
- Granito Saúde Ltda30/10 · ProposalR$16K
- Mirante Serviços do Brasil30/10 · ProposalR$14K
- Cerrado Energia do Brasil31/10 · ProposalR$ 6,530
- Ipê Metalúrgica01/11 · ProposalR$19K
- Orvalho Saúde Ltda01/11 · ProposalR$ 4,640
Week of 02/11R$ 0
0 dealsNo closes expected.
high confidencemediumlowno confidence
Open deals from SQL onward, by the expected close date in the CRM. Low confidence almost never closes: see the block above.
Explain this chart
- What it shows
- What could close in the coming weeks, by the expected close date in the CRM.
- How to read it
- Each column is a week, with its total MRR and deals. The border color is the confidence: green high, yellow medium, coral low.
- Where the number comes from
- CRM: open deals from SQL onward with a close date in the next 30 days.
What's in the pipeline, and for how long?
Open pipeline by stage
- SQLR$123K13 deals 20 days in stage (median) · historical 14 days
- ProposalR$73K10 deals 18 days in stage (median) · historical 21 days
- NegotiationR$105K8 deals 29 days in stage (median) · historical 28 days
Explain this chart
- What it shows
- How much MRR is open at each pipeline stage and how long deals have been in it.
- How to read it
- A marked card is slower than its history: deals have been stuck in the stage for more days than usual.
- Where the number comes from
- CRM: open deals from SQL onward; median days in stage today, compared with the last 12 months.
How much is declared confidence really worth?
Confidence calibrated by history
Declared MRRMRR expected at the historical rate
Open proposals and negotiations. Historical rate = how much each confidence level closed in the last 12 months (the AE's own when there are 8+ cases; otherwise, the team's).
Explain this chart
- What it shows
- For each confidence level declared by the rep, the MRR of open proposals and how much of it should close at the historical rate.
- How to read it
- The top bar is what was declared; the bottom one, what's expected. The bigger the gap, the less the declared confidence is worth.
- Where the number comes from
- CRM: open proposals and negotiations. Historical rate = how much each confidence level closed in the last 12 months.
What could close in the next 30 days?
R$99K in 11 deals with a date up to 03/11
Week of 05/10R$16K
2 deals- Laranjeira Tecnologia do Brasil09/10 · NegotiationR$ 8,920
- Carcará Farma Ltda10/10 · NegotiationR$ 7,170
Week of 12/10R$42K
1 deals- Grupo Maré Farma15/10 · NegotiationR$42K
Week of 19/10R$29K
5 deals- Pampa Saúde Ltda21/10 · NegotiationR$ 3,880
- Têxtil Sabiá22/10 · ProposalR$ 2,860
- Recanto Metalúrgica23/10 · NegotiationR$12K
- Laranjeira Engenharia do Brasil25/10 · ProposalR$ 6,690
- Trilha Varejo S.A.25/10 · ProposalR$ 4,350
Week of 26/10R$11K
3 deals- Grupo Várzea Engenharia27/10 · ProposalR$ 4,320
- Tucano Agro do Brasil30/10 · NegotiationR$ 3,600
- Orvalho Saúde30/10 · ProposalR$ 3,000
Week of 02/11R$ 0
0 dealsNo closes expected.
high confidencemediumlowno confidence
Open deals from SQL onward, by the expected close date in the CRM. Low confidence almost never closes: see the block above.
Explain this chart
- What it shows
- What could close in the coming weeks, by the expected close date in the CRM.
- How to read it
- Each column is a week, with its total MRR and deals. The border color is the confidence: green high, yellow medium, coral low.
- Where the number comes from
- CRM: open deals from SQL onward with a close date in the next 30 days.
What's in the pipeline, and for how long?
Open pipeline by stage
- SQLR$151K11 deals 13 days in stage (median) · historical 14 days
- ProposalR$220K19 deals 23 days in stage (median) · historical 21 days
- NegotiationR$62K5 deals 20 days in stage (median) · historical 28 days
Explain this chart
- What it shows
- How much MRR is open at each pipeline stage and how long deals have been in it.
- How to read it
- A marked card is slower than its history: deals have been stuck in the stage for more days than usual.
- Where the number comes from
- CRM: open deals from SQL onward; median days in stage today, compared with the last 12 months.
How much is declared confidence really worth?
Confidence calibrated by history
Declared MRRMRR expected at the historical rate
Open proposals and negotiations. Historical rate = how much each confidence level closed in the last 12 months (the AE's own when there are 8+ cases; otherwise, the team's).
Explain this chart
- What it shows
- For each confidence level declared by the rep, the MRR of open proposals and how much of it should close at the historical rate.
- How to read it
- The top bar is what was declared; the bottom one, what's expected. The bigger the gap, the less the declared confidence is worth.
- Where the number comes from
- CRM: open proposals and negotiations. Historical rate = how much each confidence level closed in the last 12 months.
What could close in the next 30 days?
R$112K in 11 deals with a date up to 03/11
Week of 05/10R$ 6,470
2 deals- Grupo Tamandaré Energia05/10 · ProposalR$ 4,180
- Brisa Energia06/10 · ProposalR$ 2,290
Week of 12/10R$84K
4 deals- Guará Saúde Ltda13/10 · ProposalR$ 2,720
- Nascente Farma S.A.13/10 · ProposalR$ 6,520
- Logística Orvalho14/10 · ProposalR$40K
- Lúmen Metalúrgica16/10 · ProposalR$35K
Week of 19/10R$ 8,160
2 deals- Farol Engenharia21/10 · NegotiationR$ 6,450
- Serra Metalúrgica22/10 · ProposalR$ 1,710
Week of 26/10R$ 9,570
2 deals- Grupo Trilha Saúde28/10 · ProposalR$ 2,140
- Serra Tecnologia Ltda31/10 · ProposalR$ 7,430
Week of 02/11R$ 4,480
1 deals- Quartzo Metalúrgica03/11 · NegotiationR$ 4,480
high confidencemediumlowno confidence
Open deals from SQL onward, by the expected close date in the CRM. Low confidence almost never closes: see the block above.
Explain this chart
- What it shows
- What could close in the coming weeks, by the expected close date in the CRM.
- How to read it
- Each column is a week, with its total MRR and deals. The border color is the confidence: green high, yellow medium, coral low.
- Where the number comes from
- CRM: open deals from SQL onward with a close date in the next 30 days.
How did the period go?
Result
- New MRR · Q4/2026R$ 00.0% of the R$185K target
- Contracts0average ticket n/a
- Win rate0.0%wins ÷ closed from proposal onward
- SQL → contract cyclen/dmedian of the period's wins
Why we lost (Q4/2026)
- Chose a competitor2
- Deprioritized the project1
- Stopped responding1
- New MRR · Q3/2026R$156K89.5% of the R$175K target
- Contracts16average ticket R$9,767
- Win rate13.4%wins ÷ closed from proposal onward
- SQL → contract cycle60 daysmedian of the period's wins
Why we lost (Q3/2026)
- Stopped responding38
- Price above budget29
- Deprioritized the project16
- Chose a competitor13
- Missing feature7
New MRR per month against the target
the month's new MRR (green when it hit the target)monthly target
- New MRR · Q4/2026R$ 00.0% of the R$62K target
- Contracts0average ticket n/a
- Win rate0.0%wins ÷ closed from proposal onward
- SQL → contract cyclen/dmedian of the period's wins
Why we lost (Q4/2026)
- Chose a competitor1
- New MRR · Q3/2026R$91K156.4% of the R$58K target
- Contracts9average ticket R$10K
- Win rate21.4%wins ÷ closed from proposal onward
- SQL → contract cycle62 daysmedian of the period's wins
Why we lost (Q3/2026)
- Stopped responding13
- Price above budget10
- Deprioritized the project4
- Missing feature3
- Chose a competitor3
New MRR per month against the target
the month's new MRR (green when it hit the target)monthly target
- New MRR · Q4/2026R$ 00.0% of the R$62K target
- Contracts0average ticket n/a
- Win raten/dwins ÷ closed from proposal onward
- SQL → contract cyclen/dmedian of the period's wins
- New MRR · Q3/2026R$43K74.4% of the R$58K target
- Contracts4average ticket R$11K
- Win rate10.0%wins ÷ closed from proposal onward
- SQL → contract cycle47 daysmedian of the period's wins
Why we lost (Q3/2026)
- Stopped responding16
- Price above budget8
- Deprioritized the project5
- Chose a competitor4
- Missing feature3
New MRR per month against the target
the month's new MRR (green when it hit the target)monthly target
- New MRR · Q4/2026R$ 00.0% of the R$62K target
- Contracts0average ticket n/a
- Win rate0.0%wins ÷ closed from proposal onward
- SQL → contract cyclen/dmedian of the period's wins
Why we lost (Q4/2026)
- Deprioritized the project1
- Chose a competitor1
- Stopped responding1
- New MRR · Q3/2026R$22K37.6% of the R$58K target
- Contracts3average ticket R$7,293
- Win rate8.1%wins ÷ closed from proposal onward
- SQL → contract cycle73 daysmedian of the period's wins
Why we lost (Q3/2026)
- Price above budget11
- Stopped responding9
- Deprioritized the project7
- Chose a competitor6
- Missing feature1
New MRR per month against the target
the month's new MRR (green when it hit the target)monthly target
Explain this chart
- What it shows
- The chosen period's result and each month's new MRR against the monthly target.
- How to read it
- In the columns, green is a month that hit the target; the mark is the target. The current month appears lighter.
- Where the number comes from
- CRM: contracts won per month. The target comes from the monthly targets spreadsheet (fictitious).
Who can you trust in the forecast?
Sales team
| AE | Q3 | Pipeline Q4 | Coverage | Commit | Accuracy | Adjusted | Forecast | Signals |
|---|---|---|---|---|---|---|---|---|
| 156.4% | R$276K | 4.5x | R$225K | 30.9% | R$70K | 112.8% | 19 | |
| 74.4% | R$171K | 2.8x | R$ 0 | 100.0% | R$ 0 | 0.0% | 13 | |
| 37.6% | R$266K | 4.3x | R$34K | 100.0% | R$34K | 54.5% | 18 |
Click a name to see that person's dashboard. Accuracy weighs more for whoever declares more: Diego accounts for 87% of the team's commit, with 30.9% historical accuracy.
Explain this chart
- What it shows
- Each rep's numbers: Q3 result, Q4 pipeline and coverage, commit, historical accuracy and adjusted forecast.
- How to read it
- Low accuracy means the rep usually promises more than they close. Click a name to see that person's dashboard.
- Where the number comes from
- CRM: today's pipeline and commit; accuracy = the commit at the start of each previous quarter that turned into wins.
This dashboard's fictitious assumptions
- Individual target: the team's new MRR target split equally among the AEs.
- Weighted by stage: Proposal 15% · Negotiation 35%.
- Calibrated confidence: the AE's own historical rate when they have 8+ closed deals at that level; otherwise, the team's.