📅 Period:
You can select multiple quarters at once
📌 Team Snapshot — All Time
Open Deals
—
Active pipeline
Accounts Won
—
First paid order in period
Closed Lost
—
Win rate: —
Stalled >14d
—
Needs attention
Avg Days to Close
—
Closed won deals
Deals by Rep
Open deals / Accounts won / Lost deals
Win Rate by Rep
Closed deals only
Activity — Last 90 Days
Calls · Meetings · Emails · Notes · Tasks
Avg Days to Close (Won)
Creation → Closed Won · by rep
🏆 Rep Leaderboard — Full Scorecard
Sales Pipeline · sorted by Win Rate · live data
| RepRep name and ranking by win rate. 🥇🥈🥉 indicates their position on the team. | Open Active deals in the pipeline — at any stage except Closed. | Won Accounts (companies, each location counted on its own) owned by the rep whose First Order Date (Rollup) falls in the selected period. | Lost Total deals closed as lost (Closed Lost). Used to calculate Win Rate. | Win Rate % of closed deals that resulted in a sale. Formula: Closed Won deals ÷ (Closed Won + Closed Lost deals), by deal close date. Open deals excluded. | Avg Close Average days from deal creation to Closed Won. Green ≤20d · Orange ≤45d · Red >45d. | Calls 90d Calls logged in HubSpot in the last 90 days. | Meetings 90d Meetings logged in HubSpot in the last 90 days. Includes manually logged and calendar-integrated meetings. | Act / Deal Total activity ÷ open deals (last 90d). Includes: calls, meetings, emails, notes and completed tasks logged in HubSpot. Low ratio (<1) = neglected deals. | Stalled >14d Open deals with no activity in HubSpot for more than 14 days. At risk of being lost if not followed up. |
|---|
👤 Individual Rep Breakdown
🔀 Pipeline Stage Analysis
Open Deals by Stage
Distribución actual
Stage × Rep Heatmap
Deals abiertos por celda
Stage Breakdown — Full Detail
Deals abiertos · Sales Pipeline
⚠️ Deals at Risk — No activity 14+ days
Filter by rep:
Total at Risk
—
>14 days no activity
Critical (>30d)
—
Urgent action needed
% Open Pipeline
—
At risk vs total open
Avg Days Stalled
—
Deals at risk
Revenue at Risk
—
Amount total stalled