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
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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 Contracting · June 2026 · $ thousands
Bookings Forecast — Q2 2026
Quarter-to-date closed won + weighted open pipeline vs the 3+9 Q2 forecast
Full quarter · forecast
Read left to right: actuals (Closed Won QTD) → forecast (Weighted Pipeline → Q2 Fcst = CW+WP) → variance (vs 3+9 target · Δ · To-Go · Coverage). Coverage = Q2 Fcst ÷ 3+9 · ● ≥1.0x · ● 0.8–1.0x · ● <0.8x · N/A where Closed Won already clears the target · $ thousands
Q2 forecast — weekly snapshot, as of Jun 22, 2026. Columns run actuals → forecast → variance: Closed Won QTD is frozen to the snapshot so Q2 Fcst (CW+WP) reconciles; weighted pipeline is open × stage probability from your Q2 model. Δ vs Target = Q2 Fcst − 3+9; To-Go = target − Closed Won; Coverage = Q2 Fcst ÷ 3+9. N/A where Closed Won already exceeds the target. $ thousands.
As of —·live data
Marketing & Pipeline — New Business
New Business pipeline — monthly movement
Created → Closed Won → Closed Lost → Net New · open funnel only (Future Deal Waiting excluded)
HubSpot · live
Open pipeline by stage
Live weighted-funnel value across the five active New Business stages
HubSpot · live
Expected to close this month
Open deals with a June close date, by current stage · click a stage to see the deals
HubSpot · live
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
As of —·live data
June 2026 — delivery & hours summary
Entity filter
Logged vs 3+9 — June 2026
Month-to-date client-logged hours vs the 3+9 forecast — plus billable, internal & pace
Productive · live
Logged vs scheduled hours — June 2026
MTD client-logged hours vs the full month's scheduled plan (same view as the 3+9 bar) · overall & by brand, with pace
Productive · live
MTD Expected revenue from logged hours
Each project's logged hours × its ABR, less concessions — a modeled accrual, not invoiced/recognized revenue · vs the 3+9 target
Productive · live
Scheduled plan — change since last update
How the booked plan moved since the last snapshot (Wed Jun 24 → Thu Jun 25)
Productive · live
Schedule compliance
Logged vs scheduled hours — how closely delivery tracked the plan
Delivery & Hours = live from Productive, pulled Wed Jun 24, 2026 (active client bookings & logged time). 24,066 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. Canonical plan figures: 3+9 = 24,066h (Domaine NA 19,206 · EU 3,422 · Pattern 1,438); scheduled (booked service) = 24,971h — used consistently across this page.
As of —·live data
People & Headcount — June 2026
Joiners & leavers by department
June 2026 · net headcount change by team
Live · Slack + Sheet
Source: #lds-onboarding Slack channel and the Offboarding 2026 sheet, as of Jun 25, 2026. Joiners = start date in June 2026; leavers = termination date in June 2026. Home addresses and personal contact details from the source sheets are intentionally excluded. These are headcount events (people), not FTE.
As of —·live data
Finance — AR & AP
Accounts Receivable
Open invoices aged by due date · live from Sage Intacct
Live · Sage Intacct
Accounts Payable
Open bills aged by due date · live from Sage Intacct
Live · Sage Intacct
As of —·live data
Appendix — calculation methods
Projected month-end revenue — method
How the “Projected month-end” figure on Delivery & Hours is derived
Method
How logging lag is measured & applied
Empirical time-recording delay from the last 3 months · feeds the blue "lag" band everywhere in Delivery & Hours
Productive · live
Development triangle — client hours, Mar–May 2026
Each row = week work was performed; columns = hours entered that same week, +1 wk, +2 wk … (from time-entry date vs created date)
Applied to June — the lag that flows to Delivery & Hours
Each week grossed up by its completeness; company total and brand split are the exact numbers used on the Delivery cards
As of —·live data
ABR sensitivity — net realized rate
MTD Expected revenue at different net ABRs
Logged hours held constant; revenue = logged hrs × net ABR (after concessions & contractual discounts) · modeled accrual, not invoiced
Productive · live
June projected revenue at different net ABRs
Month-end projection — MTD logged hours extrapolated to the full month (÷ working days elapsed), × net ABR · modeled, not invoiced
Productive · live
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. Pipeline & Marketing are live from HubSpot; People & Headcount is live from Slack (#lds-onboarding) + the Offboarding 2026 sheet. Margin excluded; current-month only.