Daily View
Overview
Sample data
Daily pulse
Est. Revenue · MTD
target
Cash Balance
Likelihood to Hit Monthly Target
Bookings · MTD (all brands)
vs forecast
Account movements — MTD

Account Wins & Losses

New accounts won and accounts lost this month
June 2026 — performance summary

Bookings — Actuals vs Forecast
June 2026 month-to-date vs the 3+9 model · pacing to the monthly target
Month to date · actuals
Day-over-day movement
What changed since the last update — new wins, new losses, and the resulting bookings swing
Won & lost · month to date
All closed-won and closed-lost deals this month, ranked by value
Month to date · actuals

Wins · MTD

Closed-won deals, June 2026 · top by value · $ thousands

Losses · MTD

Closed-lost deals, June 2026 · top by value · $ thousands
Bookings Forecast — Q2 2026
Quarter-to-date closed won + weighted open pipeline vs the 3+9 Q2 forecast
Full quarter · forecast
Coverage = (Closed Won + Weighted Pipeline) ÷ 3+9 Q2  ·  ≥1.0x · 0.8–1.0x · <0.8x  ·  $ thousands

Actuals = HubSpot won deals (closedate in June 2026, home currency), as of the date stamped on this section. Target = your 3+9 model's June column. Perspectives shown: sales teams (II) and business units (IV). Pace % = actual pace ÷ required pace, where required pace = target ÷ days in month and actual pace = booked-to-date ÷ days elapsed — on/ahead (≥100%) · slightly behind (80–99%) · behind (<80%). The Q2 forecast block is a separate quarter view and is judged on coverage, not pace.

Weighted pipeline & coverage

Pipeline & Sales

Sourced from Productive (Lucas) · updated daily
Likelihood to Hit Monthly Target
Win rate (rolling 90d)
Hours & utilization

Hours & Utilization

Daily delta shown beneath each figure · logging lags ~2–3 days
Marketing — month to date
SALs · MTD
SQLs · MTD
Pipeline $ Created · MTD
Win Rate (rolling)
Headcount changes — MTD

Headcount Changes

Joins and departures this month, by name

Bookings page = live data. MTD actuals are HubSpot won deals (closedate in June 2026, converted to home currency), as of the date stamped on the bookings page; Forecast is your June 3+9 model; Prior Year is HubSpot June 2025. Brand/type mapped from HubSpot deal type (Studio, B2B, CRM roll into Domaine NA). Figures in $ thousands. Other pages (revenue, cash, pipeline, hours, marketing, people) are still sample data pending their data sources. Margin excluded; current-month only.