New Potentials
—
of all potentials
Open Pipeline
—
active deals
Quotations
—
total value
Won Value
—
deals won
Win Rate
—
Won ÷ all potentials
Pipeline by Stage
Potentials by Rep
Rep Breakdown
| Rep | Potentials | Quotes | New / Renewal | Open Value | Quote Value | Won Value | Win Rate | % Pipeline |
|---|
💰 Collection vs Target · Net Collection from finance ledger · follows the date filter · · snapshot as of —
Collected
—
Target (period)
—
KPI Achievement
—
New-business share
—
| Rep | Won (in range) | Collected | New | Renewal | Target (period) | KPI Achievement |
|---|
🏅 Won Cases — New Clients Only · Stage = Won & Client Category = New · dated by closing date · follows the rep + date filters
| Rep | Won Cases (New) | Won Value (New) | Avg Deal Size |
|---|
✨ New Potentials Created · Client Category = New · counted by who created it · target 15 per person per month × elapsed months
| Rep | Created | Target | Progress | % of target | Gap |
|---|
🎯 Quote & Conversion Targets · monthly target × elapsed months in the selected period · issued vs target · conversion = Won ÷ Quoted (by value)
| Rep | Quotes — issued / target | Quote Value — issued / target | Conversion vs goal |
|---|
📈 Monthly Collection — FY25/26 vs FY26/27 · net collection by fiscal month · click a rep to filter · YoY month-on-month
| Month | FY25/26 | FY26/27 | YoY change |
|---|