Daily pulse
Est. Revenue · MTD
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—target —
Total cash position ▸
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Hours logged · MTD →
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Bookings · MTD (all brands) →
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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
Day-over-day movement
What changed since the last update — new wins, new losses, and the resulting bookings swing
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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
Lost after reaching Proposal Sent / Scoping / Contracting · June 2026 · $ thousands
Bookings Forecast — Q2 2026
Quarter-to-date closed won + weighted open pipeline vs the 3+9 Q2 forecast
Coverage = (Closed Won + Weighted Pipeline) ÷ 3+9 Q2 · ● ≥1.0x · ● 0.8–1.0x · ● <0.8x · $ thousands
Q2 forecast. Coverage blends closed-won quarter-to-date with weighted open pipeline (open × stage probability) against your 3+9 Q2 target. Weighted pipeline is transcribed from your Q2 model, not yet live. $ thousands.
Weighted pipeline & coverage
Pipeline & Sales
Sourced from Productive (Lucas) · updated daily
Likelihood to Hit Monthly Target
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Win rate (rolling 90d)—
June 2026 — delivery & hours summary
Achievement
Month-to-date client-logged hours vs the 3+9 forecast — plus billable, internal & pace
Productive · live
Expected revenue from logged hours
Each project's logged hours × its ABR, less concessions · vs the 3+9 revenue target
Productive · live
Scheduled plan — change since last update
How the booked plan moved since the last snapshot (Fri Jun 19 → Mon Jun 22)
Productive · live
Projects behind pace
Logged hours vs the to-date plan, by project · most behind first
Productive · live
Projects over plan
Logged ahead of the booked plan, by project · possible over-servicing
Productive · live
Schedule compliance
Logged vs scheduled hours — how closely delivery tracked the plan
Delivery & Hours = live from Productive, pulled Mon Jun 22, 2026 (active client bookings & logged time). 24,000 is your 3+9 forecast. The top card is raw month-to-date progress (logged ÷ forecast); pace (logged ÷ the hours due by now, on working days) is the separate tile — they are not the same thing. Project pace = logged ÷ scheduled, both to-date. Schedule movement compares against the last snapshot saved in this file; from the next update the removed side itemizes per project. Current-week logging lags ~2–3 days. Hours, not $. Expected revenue = each project’s logged hours × its ABR, less concessions (Brilliant Earth 50%, all others 5%), vs the $3.97M 3+9 target — modeled, not invoiced.
Marketing — June 2026
Sales Accepted Leads vs June target
Target 193 — Domaine NA 89 · Domaine EU 68 · Pattern 36 · split by the SAL owner's new-business team
HubSpot · live
Sales Qualified Leads
Month to date · pace and day-over-day change
HubSpot · live
Sources
Where this month's SALs came from · and which sources produced the deals we won
HubSpot · live
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. Delivery & Hours is live from Productive; Marketing is live from HubSpot (lifecycle funnel, pulled Jun 23); the Overview Total cash position is sourced from the CCC transactions sheet. Other pages (revenue, pipeline, people) are still sample data pending their data sources. Margin excluded; current-month only.