Deals Created
New deals created over time, by source and segment.
Filters
Created date
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Target vs actual by rep (selected quarter)
Team attainment by quarter
Attainment by rep
Deals created by period
Deals created
TCV per period
Deals sold & total MRR
Avg MRR (weighted) & contract length
Closed-won deals
Monthly Snapshots – Pipeline Count
Monthly Snapshot – Pipeline TCV
Avg TCV of Pipeline (by FY quarter)
Expected TCV by close month (open deals, by current close date)
Current pipeline TCV by
Open pipeline funnel (count & TCV)
Open deals
Renewed vs Churn vs Unresolved
On-time vs Late vs Overdue
TCV up for renewal by month (bars) & cumulative (line)
MRR by month (old vs new)
MRR movement by month (uplift − downsell − churn = net)
Renewal MRR by month (stacked by decision)
Overdue worklist
Renewal schedule
Open renewals by contract-start proximity (count & TCV — click a bucket to focus)
At-risk open renewals
Mean — count, avg TCV & avg CV per period
Median — count, avg TCV & avg CV per period
TCV as % of Construction Value (deals > 0.3% excluded as outliers)
Average TCV — Residential vs Non-Residential
Average TCV — Speccer vs Direct Award
Sub-projects & AVSP per Sub-project — Residential vs Non-Residential
Sub-projects & AVSP per Sub-project — Speccer vs Direct Award
Handover wins
Won this week (renewals + conversions; MRR uplift/drop vs previous agreement)
Lost / churned this week (Lost = all lost · Churn = lost renewals only · MRR = previous agreement now lapsing)
Trends (independent of the period above)
Won vs Lost by period
Won MRR vs Churned MRR & net
Won TCV by deal type
Extensions won — MRR vs previous in project
Extensions lost this week
HM POS — won (CRM & DFM)
HM POS — lost (CRM & DFM)
Closed-lost reasons (current filters)
Trends (independent of the period above)
Won vs Lost & win rate
Won TCV & avg discount
Avg Create→Close (days)
Avg Demo→Close (days)
On-time detail (won on/before contract start = no lapse)
Trends (independent of the period above)
On-time vs Late over time & on-time %
Reason Grouping × Grouping 2 (count of lost deals — click a cell to focus the detail table)
Closed lost reasons (all reasons · click a row to focus the detail table)
Lost reasons split (by reason grouping)
Closed lost by period (stacked by reason grouping · count per segment, total on top — click a period to focus)
% breakdown by reason (100% stacked — focus one reason to track its share over time)
Deal stage lost × lost reason (count of lost deals)
Deal stage lost by period (stacked by individual stage when lost · count + % of period — click a period to focus)
Losses & construction-value trend (count of losses = bars, avg construction value = line)
Closed lost reasons
Closed-lost deals
Discount vs book price by period (bars = discount, line = deals — click a period to focus the table)
By status (Won / Live / Lost — click to focus)
Discount distribution (deals by band — click to focus)
By rep (click to focus)
By service tier (click to focus)
Discounted deals
Deal Movement (click any cell to focus the deal table)
By owner & movement type (click an owner to focus)
Deal movements
Stage flow (existing + deals in above the axis, out below; net line = in − out · click a period to focus)
Stage flow — deals in/out
Deal movement over time (per period, stacked by movement type)
Extensions sold per period (won extensions by close date — stacked Paid vs £0; line = avg length, months)
TCV & Avg MRR per period (MRR = Total MRR ÷ deals)
On-time vs late (extension closed on/before its contract start)
MRR change: base → Ext 1 (avg base vs Ext 1 MRR; line = % change)
Extension funnel (% progressing to the next extension)
Completed projects — months extended (calendar span: Ext 1 start → last extension end, projects that extended, by conclusion period)
Closed-won extensions (individual deals — ✕ to exclude from the page)
Project extensions
Current pipeline — days in current stage, by owner (open deals · today − entry to current stage)
Current pipeline — longest-sitting open deals
Historic — how long deals have spent in each stage (completed spells, by the quarter the deal left the stage; honours the date slider)
Avg days per stage
Avg days in stage over time
Historic avg days in stage, by owner
Period:
Deal detail
Deal detail
Pipeline detail
All metrics vs benchmark (period total)
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