Not affected by Close Date / Billing Period filters
Won this period
Not affected by Close Date / Billing Period filters
Lost this period
Not affected by Close Date / Billing Period filters
Stage changes this period
Not affected by Close Date / Billing Period filters
Pipeline value (£k)
UnweightedWeighted est.
Open deal count
Activities logged
ActiveZero logged
Scorecards
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Snapshot — active prospects by stage
Point-in-time state, not affected by the Report window
This period
Summary by rep
Rep
New
Forward moves
Backward moves
Activities
Active prospects
New prospects this period
Forward stage moves this period
Activities logged this period
Prospects by stage
Rep activity this period
NewActivitiesForward moves
Rep
Deal name
Stage
Category
Confidence
Value
Days in stage
Days inactive
Close date
Rep
Deal name
Stage
Category
Sector
Confidence
Value
Close date
Created
Stale value at risk (£k)
Rep
Stale #
At risk
Worst offender
Named stale deals
Rep
Deal
Value
Days inactive
Risk
Stage
Deals
Value
Avg deal
% of pipeline
Stage Moves
Move
Rep
Deal
Value
From
To
By stage — unweighted value (£k)
By stage — weighted value (£k)
By stage — deal count
Stage movements this L7D — by origin stage
ForwardWonLostBackward
Each bar is a pipeline stage. Segments show how many deals left that stage and where they went in the period. Hover for deal names.
Stage breakdown by rep
Deal count by rep — by stage
Rep
Deal name
Stage
Category
Confidence
Value
Days in stage
Days inactive
Close date
Rep
Deal name
Category
Value
Billing status
Rep
Deal name
Value
Notes
The report-wide controls (Report window, Rep, Value, Close Date, Billing Period, comparison) are hidden on this tab because they don't apply here — Finance always uses its own fixed periods (Last Week, Month to Date, This Month, Prior Month, computed from real dates). Use the Rep filter below the table instead, which is local to this tab.
Closed Won - Billing Amounts
Last week
Month to date
This month
Prior month
Confirmed = Billing Status is One off or Billing confirmed. Forecast = Billing Status is Billing forecast. New/Existing = whether the deal's Close Date falls within that column's own date range. Amounts assume every deal bills on its First Billing Date (Billing Day, set via the deal modal) when a rep has set one, else the 1st of its billing month — see Overview for TCV. Month to date = billed so far; This month = the whole current month regardless of today; today these two are identical unless a deal's billing day falls after today, and Last Week will diverge from both once a deal's billing day is set to something other than the 1st.
Deal-by-deal
Rep
Deal name
Last week
Month to date
This month
Prior month
Billing
Billing status
Close date
Rep
Deal name
Value
Stage
Close date
Days inactive
Issues
Month
This tab uses its own Month selector above — the report-wide Close Date, Billing Period and Weighted/Unweighted controls don't apply here. Projected/Best Case always use confidence weighting or full value respectively, regardless of that toggle. Targets are set per rep per month — see TARGETS_CONFIG in this page.
Team
TCV Closed (Booked)
New Opps
By rep — TCV Closed (Booked)
Rep
Target
Actual
Actual %
Projected
Projected %
Best Case
Best Case %
By rep — New Opps
Rep
Target
Actual
Actual %
TCV Closed Actual = already realised (Won TCV with a close date in the selected month). Projected = Actual + confidence-weighted open pipeline expected to close this month. Best Case = Actual + full (unweighted) open pipeline expected to close this month. New Opps Actual = total value of deals created in the selected month (no Projected/Best Case — it's a record of what already happened, not a forecast).
Target vs Actual vs Projected vs Best Case — TCV Closed (Booked)
TargetActualProjectedBest Case
Target vs Actual — New Opps
TargetActual
Month pacing — New Opps — cumulative vs straight-line target
Actual (cumulative)Pace to target
Month pacing — TCV Closed — cumulative vs straight-line target