Know which deals need action, and who owns the fix.
Revenue Execution reads the deals each person can see in Salesforce. It shows what’s late, how deals closed, and what to cover in one-on-ones.
Revenue Overview
Team · Last 12 months
View
Period
Open pipelinePipeline$12,965,000182 of 211 open deals on track
Open pipelinePast due $1,629,50029 of 211 open deals · Close Date before today
Closed dealsBooked value$11,560,500190 won deals
OutcomesWin rate60.3%190 won · 125 lost deals · $6,206,000
Closed-deal flow
Won and lost deals by month.
PeriodNov 2025Dec 2025Jan 2026Feb 2026Mar 2026Apr 2026May 2026Jun 2026Jul 2026Aug 2026Sep 2026Oct 2026 (partial)
Won151914151811142411191812
Lost9146101691211107183
Total closed243320253420263521263615
Win rate62.5%57.6%70%60%52.9%55%53.8%68.6%52.4%73.1%50%80%
Data notes
Pipeline is as of today. Closed outcomes use the selected period, both ends included, and current Opportunity owner attribution.
Pipeline Schedule
Team · Open deals
View
Period
Open pipelinePast due29 deals$1,629,500 open pipeline
Current selectionPipeline$12,965,000211 deals · Jul 29, 2026 – Jun 29, 2027
Current periodQ4 ’26$3,787,50057 deals · Calendar · past due excluded
Next periodQ1 ’27$4,527,00070 deals · Calendar
Q3 ’26Past due$1,248,50019 deals · Calendar
Q4 ’2610 past due$4,168,50067 deals · Calendar
Q1 ’27$4,527,00070 deals · Calendar
Q2 ’27$3,021,00055 deals · Calendar
Willowbrook Energy · Platform Enterprise renewalExecutive sponsor call booked; revised terms go out the same day
JE
Qualification
Mar 25, 2027
$153,000
Copperleaf Energy · Platform Enterprise renewalBook the executive sponsor call
MB
Value Proposition
Feb 17, 2027
$145,000
Elm Street Outfitters · Platform Enterprise renewalAlign on the implementation plan
SL
Perception Analysis
Jan 25, 2027
$138,500
Juniper Robotics · Platform Enterprise rolloutBook the executive sponsor call
MB
Proposal/Price Quote
Dec 28, 2026
$138,500
Bluefin Foods · Platform Enterprise upgradeNo next step
SL
Negotiation/Review
Aug 23, 202660 days past due
$136,500
Driftwood Manufacturing · Platform Growth rolloutShare the ROI summary with finance
SL
Proposal/Price Quote
Aug 17, 202666 days past due
$128,500
Alder Manufacturing · Platform Enterprise upgradeNo next step
JE
Value Proposition
Jan 22, 2027
$172,000
Cedar Point Foods · Platform Enterprise renewalConfirm pilot success criteria
JE
Prospecting
Jun 5, 2027
$164,000
Upland Freight · Platform Enterprise new businessAlign on the implementation plan
SL
Negotiation/Review
Oct 26, 2026
$153,500
Data notes
Open deals only. A deal is past due when it is open and its Close Date is before today. Risk tags are set by your company; they are signals, not predictions.
Sales Outcomes
Team · Last 12 months
View
Period
Closed dealsWon190315 closed deals
Closed dealsLost125$6,206,000 opportunity value
OutcomesWin rate60.3%190 won of 315 closed
Won valueBooked value$11,560,500190 of 190 wins priced
Closed-deal flow
Won and lost deals by month.
PeriodNov 2025Dec 2025Jan 2026Feb 2026Mar 2026Apr 2026May 2026Jun 2026Jul 2026Aug 2026Sep 2026Oct 2026 (partial)
Won151914151811142411191812
Lost9146101691211107183
Total closed243320253420263521263615
Win rate62.5%57.6%70%60%52.9%55%53.8%68.6%52.4%73.1%50%80%
Closing detail
Avg. days to win82 days190 of 190 wins
Avg. observed push35.2 days65 pushed deals
By current owner
| Owner | Won | Lost | Win rate | Booked value |
|---|---|---|---|---|
| Jordan Ellis | 90 | 27 | 76.9% | $5,869,500 |
| Marcus Bell | 32 | 17 | 65.3% | $1,908,500 |
| Sofia Lindqvist | 68 | 81 | 45.6% | $3,782,500 |
Loss reasons
125 lost deals
| Loss Reason | Share | Deals | Amount |
|---|---|---|---|
| Price / budget | 33 of 125 | $1,842,500 | |
| Competitive choice | 26 of 125 | $1,194,000 | |
| No decision / priorities | 21 of 125 | $1,165,000 | |
| Product capability | 16 of 125 | $785,500 | |
| Customer disengaged | 10 of 125 | $305,500 | |
| Implementation timing | 9 of 125 | $487,000 | |
| Not recorded | 10 of 125 | $426,500 |
Win reasons
190 won deals
| Win Reason | Share | Deals | Amount |
|---|---|---|---|
| Product fit | 70 of 190 | $4,301,500 | |
| Relationship | 42 of 190 | $1,951,500 | |
| Price / value | 38 of 190 | $2,759,000 | |
| Speed to implement | 19 of 190 | $1,170,000 | |
| Not recorded | 21 of 190 | $1,378,500 |
Price / budget: 33 of 125 lost deals, versus 17 of 119 in the prior period.
Data notes
Only won and lost deals count. A reason is what the deal records now, not a verified cause. Owners are current owners, not owners at close.
Product Overview
Team · Last 12 months
View
Period
Product-line valueWon$11,560,500190 deals · 12 products
Product-line valueLost$6,206,000125 deals · 12 products
Product-line valueOpen$12,965,000211 deals · 12 products
Product-line valuePast due$1,629,50029 deals · 12 products
Product portfolio
| Family › Line › Product | Won | Lost | Open | Past due |
|---|---|---|---|---|
| $9,207,500 | $5,213,000 | $11,117,000 | $1,373,000 | |
| $6,410,000 | $3,132,500 | $7,167,500 | $941,000 | |
| Platform Growth | $2,530,000 | $879,500 | $2,503,500 | $218,500 |
| Platform Enterprise | $2,009,000 | $1,116,000 | $2,602,500 | $326,000 |
| Platform Core | $1,431,500 | $924,000 | $1,511,000 | $284,000 |
| Analytics Add-on | $439,500 | $213,000 | $550,500 | $112,500 |
| $2,797,500 | $2,080,500 | $3,949,500 | $432,000 | |
| Data Scale | $994,000 | $364,000 | $1,588,500 | $139,000 |
| Data Foundation | $878,500 | $361,500 | $588,000 | $60,500 |
| Usage Credits | $467,000 | $198,500 | $494,000 | $56,500 |
| Data Governance | $458,000 | $1,156,500 | $1,279,000 | $176,000 |
| $2,353,000 | $993,000 | $1,848,000 | $256,500 | |
| $2,353,000 | $993,000 | $1,848,000 | $256,500 | |
| Implementation | $1,431,500 | $578,000 | $1,347,000 | $152,000 |
| Optimization Review | $423,000 | $164,000 | $212,000 | $38,500 |
| Discovery Workshop | $297,000 | $180,000 | $160,000 | $34,500 |
| Premium Support | $201,500 | $71,000 | $129,000 | $31,500 |
Product mix
| Family › Line › Product | In wins | In losses | Attach rate | Win rate | Days to win | Needs help |
|---|---|---|---|---|---|---|
| 159 | 105 | 87.1% | 60.2% | 84 | Needs help | |
| 95 | 54 | 48.5% | 63.8% | 90 | Needs help | |
| Platform Growth | 39 | 14 | 17.5% | 73.6% | 98 | Needs help |
| Platform Enterprise | 14 | 10 | 8.6% | 58.3% | 125 | Needs help |
| Platform Core | 42 | 30 | 22.4% | 58.3% | 71 | Needs help |
| Analytics Add-on | 20 | 12 | 11% | 62.5% | 93 | Needs help |
| 64 | 51 | 38.6% | 55.7% | 76 | Needs help | |
| Data Scale | 17 | 7 | 10.1% | 70.8% | 89 | Needs help |
| Data Foundation | 29 | 14 | 12.2% | 67.4% | 72 | Needs help |
| Usage Credits | 27 | 12 | 12.9% | 69.2% | 72 | Needs help |
| Data Governance | 10 | 26 | 12.7% | 27.8% | 74 | Needs help |
| 92 | 41 | 38.4% | 69.2% | 89 | Needs help | |
| 92 | 41 | 38.4% | 69.2% | 89 | Needs help | |
| Implementation | 35 | 15 | 16.2% | 70% | 106 | Needs help |
| Optimization Review | 19 | 8 | 7% | 70.4% | 81 | Needs help |
| Discovery Workshop | 22 | 14 | 9.1% | 61.1% | 67 | Needs help |
| Premium Support | 17 | 7 | 6.8% | 70.8% | 95 | Needs help |
Data notes
Values are product-line values: one deal can hold several products. Needs help means more value lost than won, on enough closed deals.
Team Performance
Team · Last 12 months
View
Period
WonWon value$11,560,500190 wins
OutcomesWin rate60.3%190 of 315 closed
PipelineOpen pipeline$12,965,000211 open deals
Open dealsPast due29$1,629,500 open value
People · 3 people
About these numbers| Name | Won | Win rate | Avg deal | Open | Past due | Escalated | No next step | Pushed |
|---|---|---|---|---|---|---|---|---|
| Jordan Ellis | $5,869,500 | 76.9% | $65,217 | $4,800,000 | 5 | 3 | 10 | 3 |
| Sofia Lindqvist | $3,782,500 | 45.6% | $55,625 | $6,487,000 | 19 | 8 | 39 | 9 |
| You · own deals | $1,908,500 | 65.3% | $59,641 | $1,678,000 | 5 | 1 | 7 | 1 |
Needs attention
- Escalated · 12 · $1,365,000
- Past due · 29 · $1,629,500
- No next step · 56 · $3,598,500
- Pushed · 13 · $771,500
Data notes
The figures describe deals, never a ranking or score, and are not for pay or employment decisions.
Five read-only dashboards
Your own field names. No outside calls.
- Revenue Overview
Where do we stand? - Pipeline Schedule
What’s late, and who owns it? - Sales Outcomes
Why do we win and lose? - Product Overview
What’s selling, and what needs help? - Team Performance
Which deals should each one-on-one cover? - Deal Alerts
Optional emails to owners about late deals. Off until you turn it on.
Set up in four steps
From install to your first dashboard.