Created by Stefanos Karakasis.
Format by Fluint.
Updated on: July 2, 2024
Summary: I’ve closed € ___ in [net-new/upsell] ARR this quarter-to-date, compared to my goal of closing. € ___ . Including this revenue, I expect to end with:
Discounted pipeline with close dates this quarter is [€ ___ ], pacing [ahead / behind / on target] of my ARR goal. Pipeline for next quarter sits at [€ ___ ], compared to my goal of [€ ___ ]. To stay on track, I built [€ ___ ] in new, discounted pipeline this month.
Based on these numbers, my top three priorities this week are:
Priority Account | Key Actions This Week |
---|---|
Account #1 | [ Action #1 ] |
Account #2 | [ Action #2 ] |
Account #3 | [ Action #3 ] |
To make sure this happens this week, here’s where I need input:
Blockers | Support Request |
---|---|
Blocker #1 | [ Request #1 ] |
Blocker #2 | [ Request #2 ] |
Blocker #3 | [ Request #3 ] |
New discoveries I’m running with, and worth sharing with the team: