Total Leads
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Tracked in 2026
2026 Sales Leadership Report
Interactive sales leadership report with outside-sales pipeline accountability, account-management health, and year-over-year performance context.
Open Opportunities
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Active pipeline records
Open MRR
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Current monthly potential
Open Annualized
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Open MRR x 12
Won Deals
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Lost / No-Go
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Annual Tracker
Year-first leadership tracker for outside sales and account management. The quarterly view is kept as a smaller supporting pulse.
Year Leads
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Reference Wins
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Reference Losses
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Won MRR
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Open MRR
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Discovery Rate
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Managed Accounts
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TBR Scheduled
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Quarterly Sales / Account Rep Pulse
Smaller quarter-to-date view for outside-sales pacing, saved rep goals, and account-rep activity.
Quarter Wins
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Quarter Won MRR
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Sales Pace
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AM TBRs
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AM Projects
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AM Overdue TBR
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| Rep | Status | Progress | Won MRR |
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Funnel Progress
Coverage across sales milestones for 2026 lead records.
Discovery Logged
--%
FTA Logged
--%
Proposal Logged
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Leadership Snapshot
Auto-generated highlight statements for quick executive review across outside sales and account management.
Account Management Health
Signed-account ownership, TBR cadence, and imported AM activity rolled into the sales leadership report.
Signed Accounts
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Onboarding In Progress
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Account Managed
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Contracts Folder Accounts
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TBR Scheduled Rate
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TBR Overdue
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TBR Due In 30 Days
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30-Day Review Rate
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Reference Wins
Signed clients pulled from the contracts reference folder and any explicit win entries in the workbook.
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Reference Losses
Lost clients pulled directly from the win/loss workbook in the data reference folder.
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Rep Mix
Outside opportunity ownership and potential MRR by rep.
Source Mix
Outside pipeline channel volume and potential MRR.
Outside Sales Focus (14-Day Cadence)
Inside-sales tracking was removed from this page. This report is now scoped to outside-sales execution and outcomes.
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Rep Reporting Signals
Quick-read activity totals pulled from sales representative dashboard submissions for this outside-sales period.
Entries Logged
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Quarter Plan
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Quarter Actual
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Quarter Pace
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Top 5 Active Outside Leads (2026)
Focused active-pipeline view for the highest-priority outside opportunities from CRM + Leads intake data.
| Company | Status | Rep | Source | MRR |
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Lost Outcomes and Ghost List
Loss counts here come from the reference win/loss workbook. `Ghost` is still tracked separately from live CRM data.
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| Lost Status | Count |
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| Ghost Company | Owner | Last Notes | Gift Plan | Gift Status |
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Manager Opportunity Editor (Outside)
Manager can adjust outside opportunities: owner, status, source, and MRR before leadership review. This editor is excluded from printable PDF output.
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| Company | Owner | Status | Source | MRR | Manager Note |
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Leadership Notes for Sabrina
This page combines outside-sales pipeline review with account-management health for leadership and print use.
Sales Scope: inside-sales tracking and rep-update intake were removed from this report. Outside sales and account management remain.
Manager Editor: editable outside-opportunity controls are visible on-screen only and excluded from print.
AM Rollup: signed-account ownership, TBR coverage, and Mike's recent AM activities are now reflected on this page.
Admin Queue: Dream 100 curation and all approval workflows now live on the secondary admin landing page.
Open Admin Landing Page
Recommended Biweekly Operating Rhythm
Run a fixed 45-minute sales leadership review every 14 days: each open outside deal must have next action, owner, status, and date,
and each managed account should have TBR cadence and overdue follow-up reviewed in the same cadence.
Forecast Risk & Data Quality
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Full Report: Year-Over-Year Comparison
Lead workbook year-over-year view using `Leads.xlsb` for intake volume and reference folders for win/loss context.
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| Year | Leads | Discovery | FTA | Proposal | Won | Lost | Won MRR | Lead-To-Win | Lead-To-Loss | Discovery Rate | Proposal Rate | Decided Win Rate |
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Sources: CRM workspace data + rep dashboard reporting + Meetings/*.pptx + Contracts/* + Copy of win loss.xlsx + Leads.xlsb + Account Manager Activities | Scope: Sales Leadership 2026 (outside sales + account management; comparison through 2021) | Workspace data is saved in your browser